Save a draft
Select the customer and products, enter quantities and prices, then save the PI as a draft for further editing.
- New Proforma Invoice
- Save as Draft
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Dashboard
Sales AmountUS$6,000.00
OutstandingUS$4,200.00
Proforma InvoicePI-261023-018
Harbor Home Trading
1,000 vacuum flasksUS$6,000.00
Click Nessy AI to open your assistant
Review PI-261023-018 for Harbor Home Trading. What is confirmed, how much is unpaid, and what needs checking before we prepare the CI and packing list?
请检查 Harbor Home Trading 的订单 PI-261023-018：哪些信息已确认？还有多少款项未付？准备商业发票和装箱单前，还需要核对哪些事项？
Finding relevant documents and synced conversations…
Sources read
NESSY · ORDER REVIEW
Here is where this order stands.
- Order value
PI-261023-018 contains 1,000 vacuum flasks at US$6.00 each. Total: US$6,000.00.
- Payment position
A US$1,800.00 deposit is recorded. US$4,200.00 remains, payable before shipment. A recorded receipt is not bank verification.
- Customer confirmations
The email reply confirms quantity and price. The WhatsApp reply requests 10 units per carton: 100 cartons in total.
- What needs attention
The sales contract still needs approval. Check consignee details, gross weight and carton dimensions before finalizing the CI and packing list.
NESSY · 订单检查
这笔订单的当前进展。
- 订单金额
订单 PI-261023-018 包含 1,000 个保温杯，单价 US$6.00，合计 US$6,000.00。
- 付款情况
已登记 US$1,800.00 定金，尚余 US$4,200.00，需在发货前付清。收款登记不代表银行到账核验。
- 客户已确认的信息
邮件回复已确认数量和单价；WhatsApp 回复要求每箱 10 个，共 100 箱。
- 需要关注的事项
Create a Proforma Invoice draft for Harbor Home Trading: 1,000 stainless steel vacuum flasks, 500 ml, at US$6.00 each. Use FOB Ningbo, a 30% deposit and balance before shipment. Requested shipment: 30 Oct 2026.
请为 Harbor Home Trading 生成一份形式发票草稿：1,000 个 500 ml 不锈钢保温杯，单价 US$6.00，采用 FOB Ningbo 条款，30% 定金，余款发货前付清。预计发货日期：2026/10/30。
Preparing your PI draft…
正在准备形式发票草稿…
NESSY · DRAFT PREPARED
Your PI draft is ready to review.
I used Harbor Home Trading as the customer and added 1,000 × 500 ml vacuum flasks at US$6.00 each.
- Order totalUS$6,000.00
- Deposit required · 30%US$1,800.00
- Balance before shipmentUS$4,200.00
Preview PI draft PI-261023-018 ↗
Check the customer details, product specifications and trade terms before approval. This draft has not been issued or sent.
NESSY · 草稿已准备
形式发票草稿已准备好，请核对。
已将客户设为 Harbor Home Trading，添加 1,000 个 500 ml 保温杯，单价 US$6.00。
- 订单总额US$6,000.00
- 所需定金 · 30%US$1,800.00
- 发货前应付余款US$4,200.00
请在审批前核对客户信息、产品规格和贸易条款。这份草稿尚未正式出具或发送。
Read the latest Inbox emails and WhatsApp replies for PI-261023-018. Compare them with the related order files, summarize what is confirmed and suggest the next steps.
请读取订单 PI-261023-018 最近的收件箱邮件和 WhatsApp 回复，对照关联的订单文件，总结已确认的信息，并建议下一步操作。
I’ll read the customer’s replies, check the linked order files and suggest what to do next.
我会先阅读客户回复，再核对关联的订单文件，整理出下一步建议。
Browsing Gmail inbox
Browse Gmail inbox
Gmail · Simulated interfaceFictional demo
Search in mailA
PRIMARY
WWarehouse teamPacking measurementsWe will check the gross weight and dimensions.
SShipping deskOctober sailing schedulePlease confirm your preferred sailing date.
Read the customer’s email
Gmail · Simulated interfaceFictional demo
Quantity confirmation Inbox
O
Olivia Carter to me ▾
Hi Alex,
We confirm 1,000 vacuum flasks at US$6.00 each for PI-261023-018.
Please proceed with the document drafts and let us know what shipping details you need.
Best regards,
Olivia Carter
Harbor Home Trading
Find the matching conversation
WhatsApp · Simulated interfaceFictional demo
WhatsApp
Search
WWarehouse teamWe will check the measurements.
SShipping deskPlease confirm the booking details.
Read the packing instructions
WhatsApp · Simulated interfaceFictional demo
O
Olivia CarterHarbor Home Trading
Return to Nessy with the context
NESSY · CONTEXT COLLECTED
Two replies. One matching order.
I’ll compare the customer’s instructions with the PI, sales contract and recorded payment before suggesting the next steps.
NESSY · 已收集上下文
两条客户回复，对应同一笔订单。
我会将客户要求与形式发票、销售合同和收款登记逐项对照，再提出下一步建议。
Read the corresponding files
NESSY · READING RELATED FILES
Cross-check the order records.
PI-261023-0181,000 × US$6.00 · Total US$6,000.00
ReadSC-261023-018FOB Ningbo · Internal approval pending
ReadDeposit recordUS$1,800.00 recorded · US$4,200.00 remaining
ReadAll records are linked to PI-261023-018.
NESSY · 正在读取关联文件
核对订单相关记录。
PI-261023-0181,000 × US$6.00 · 合计 US$6,000.00
已读取SC-261023-018FOB Ningbo · 待内部审批
已读取定金登记已登记 US$1,800.00 · 尚余 US$4,200.00
已读取以上记录均关联订单 PI-261023-018。
Compare the evidence
NESSY · ANALYZING
Connect replies with the files.
- Quantity & price match
Email ↔ PI: 1,000 × US$6.00 = US$6,000.00.
- Packing adds up
WhatsApp ↔ PI: 10 units × 100 cartons = 1,000 units.
- Payment still needs follow-up
PI ↔ deposit record: US$6,000.00 − US$1,800.00 = US$4,200.00 remaining.
- Missing details remain open
Gross weight, carton dimensions and final consignee details need checking. Contract approval is pending.
NESSY · 正在分析
将客户回复与文件逐项对照。
- 数量和单价一致
邮件 ↔ 形式发票：1,000 × US$6.00 = US$6,000.00。
- 包装数量匹配
WhatsApp ↔ 形式发票：每箱 10 个 × 100 箱 = 1,000 个。
- 款项仍需跟进
形式发票 ↔ 定金登记：US$6,000.00 − US$1,800.00 = 尚余 US$4,200.00。
- 缺失的信息仍待确认
需核对毛重、外箱尺寸和最终收货人信息，销售合同也仍待审批。
Guidance grounded in the sources
NESSY · ANALYSIS & NEXT STEPS
Ready for drafts. Checks still open.
- 1. Prepare the document drafts
Email matches the PI: 1,000 units at US$6.00. Prepare the Commercial Invoice draft and use the WhatsApp instructions for the Packing List draft: 100 cartons × 10 units.
- 2. Ask the warehouse & customer
Obtain gross weight and carton dimensions from the warehouse. Confirm consignee details with the customer before finalizing the documents.
- 3. Complete the pre-shipment checks
Ask the authorized reviewer to approve the sales contract. Finance should follow up on the US$4,200.00 balance and verify receipt before shipment.
NESSY · 分析与下一步建议
可以准备草稿，仍有事项需要确认。
- 1. 准备单据草稿
邮件与形式发票信息一致：1,000 个，单价 US$6.00。可准备商业发票草稿，并依据WhatsApp 包装要求填写装箱单草稿：100 箱 × 每箱 10 个。
- 2. 向仓库和客户核实
向仓库索取毛重和外箱尺寸，并在单据定稿前与客户确认收货人信息。
- 3. 完成发货前检查
请有权限的审核人审批销售合同。财务应继续跟进US$4,200.00 余款，并在发货前核实到账。
Ask Nessy AI for your work
Proforma Invoice · PI-261023-018
- Related order
- PI-261023-018
- Customer
- Harbor Home Trading
- Contract total
- US$6,000.00
- Payment terms
- 30% deposit; balance before shipment
- Trade terms
- FOB Ningbo
- Status
- Draft — internal approval pending
An authorized person must review and approve the contract. An AI suggestion does not approve or sign it.
- Recorded date
- 21 Oct 2026
- Related order
- PI-261023-018
- Type
- Deposit
- Recorded amount
- US$1,800.00
- Order total
- US$6,000.00
- Remaining balance
- US$4,200.00
This example is a manually recorded receipt. Nessy does not verify a bank transfer or mark a payment as confirmed.
- From
- Olivia Carter · Harbor Home Trading
- Date
- 22 Oct 2026
- Subject
- Quantity confirmation · PI-261023-018
We confirm 1,000 vacuum flasks at US$6.00 each for PI-261023-018. Please proceed with the document drafts and let us know what shipping details you need.
The reply confirms quantity and unit price. Final document approval still belongs to your team.
- Customer
- Harbor Home Trading
- Date
- 23 Oct 2026
- Related order
- PI-261023-018
Please pack 10 flasks per carton, 100 cartons in total. Send us the gross weight and carton dimensions before the shipment is booked.
Keep the confirmed packing quantity in the PL draft. Gross weight and carton dimensions must be checked with the warehouse.
- Related PI
- PI-261023-018
- Customer
- Harbor Home Trading
- Trade terms
- FOB Ningbo
- Status
- Suggested draft — not issued
| Product | Qty | Unit price | Amount |
|---|---|---|---|
| 500 ml stainless steel vacuum flask | 1,000 PCS | US$6.00 | US$6,000.00 |
Carry the confirmed product, quantity and price into a CI draft. A person must check consignee details and approve the final document.
- Related PI
- PI-261023-018
- Product
- 500 ml stainless steel vacuum flask
- Total quantity
- 1,000 PCS
- Packing
- 10 PCS × 100 cartons
- Gross weight
- To be confirmed by warehouse
- Carton dimensions
- To be confirmed by warehouse
- Status
- Suggested draft — not issued
Missing measurements are left unconfirmed. Nessy must not invent a weight or carton size.
Open Nessy AI from your workspace
Nessy assists. You decide.
AI handles the preparation. Your team stays in control.
- Nessy AI
Analyze permitted records
Nessy reads orders, documents and customer conversations within your permitted data access.
- Nessy AI
Prepare drafts & suggestions
Nessy organizes key details, prepares drafts and suggests the next step.
- You & your team
Review & decide
Check amounts, trade terms and customer requirements. Edit the draft and choose what happens next.
- You & your team
Confirm & act
You or authorized teammates approve documents, apply seals, confirm payments and send messages.
Less repetitive entry. More time for customers.
| The work | Manual processing | Platform + Nessy |
|---|---|---|
| Gather order information | Search emails and spreadsheets; copy details into each document. | Reuse saved informationCustomer, product and order details stay connected. |
| Prepare trade documents | Retype products, prices and trade terms. | Less repeated entryReuse order data; Nessy prepares drafts for your review. |
| Check the details | Compare orders, contracts and receipts by hand. | Review with sourcesSee amounts, payments and open items alongside related records. |
| Follow up with customers | Reread conversations and draft each reply. | More informed follow-upsNessy summarizes synced replies and suggests the next step. |
You and authorized teammates make the final approvals and carry out the actions.
FROM QUOTE TO SHIPMENT
One order. A connected trade workflow.
Keep documents, deposit payments and balance payments connected to one order.
YOUR EXPORT WORKFLOW, CONNECTEDClick any step to enlarge
Prepare a quotation
Open the draft preview and choose Use as Quote from the actions menu. Check the quotation before sharing it with your customer.
- Preview
- Use as Quote
Review and apply the seal
Submit a seal request or, with the required permission, review and authorize it. The final document records the approving user and time.
- Request company seal
- Confirm & Apply Seal
Create the sales contract
Open the sales contract linked to the PI. Carry forward customer, product and trade terms, then review the contract before issue.
- Proforma Invoice
- Sales Contract
Record the deposit
After the contract is agreed and the deposit is received, open Record Payments, choose Deposit, enter the actual receipt date and amount, and attach the payment proof. Existing fictional deposit receipt; not an online collection service.
- Record Payments
- Deposit
Prepare the commercial invoice
Create the linked CI from the same order, check shipment quantities and amounts, and review the invoice before finalizing it.
- Proforma Invoice
- Commercial Invoice
Build the packing list
Enter cartons, quantities, weights and dimensions in the PL. Compare them with the goods and check the packing totals.
- Packing List
- Preview
Record the balance
Record the balance only after receipt, using Balance in Record Payments. Check the deposit, balance and order total; timing follows your agreed payment terms. Balance entry shown is an unsaved example; no payment was created.
- Record Payments
- Balance payment
Upload shipment documents
Keep the bill of lading, receipts and loading photos with the order. Upload the files, then check the recognized shipment details.
- Shipping documents
- Upload Files
Follow the vessel and shipment
Check the vessel identity, route and arrival information alongside the order. Open vessel or carrier tracking for the latest available updates. MarineTraffic interface screenshot · Not live tracking.
- Vessel Tracking
- Open Full Tracking ↗
In the carCheck the order on the way to your customer
Document exampleProforma InvoicePI-261023-018
- Unit price
- US$6.00
- Total
- US$6,000.00
- Deposit
- 30%
On the trainTurn travel time into a document draft
Document exampleProforma InvoicePI-261023-018
- Quantity
- 1,000 PCS
- Total
- US$6,000.00
- Status
- Draft
In the warehouseCheck packing details where the goods are
Document examplePacking ListPL-261023-018
- Quantity
- 1,000 PCS
- Cartons
- 100
- Quantity per carton
- 10 PCS
On the planeKeep an eye on progress while travellingAn available internet connection is required.
Document exampleOrder overviewPI-261023-018
- Proforma Invoice
- Stamped
- Sales Contract
- Awaiting confirmation
- Outstanding
- US$4,200.00
At the logistics handoverPhotograph the handover. Keep it with the order.
Document exampleShipping documentsSHIP-261023-018
- Signed receipt
- JPG
- Loading photo
- JPG
- Shipping document
MADE FOR YOUR BUSINESS
Your trade documents.
Professionally presented.
Choose a layout. Add your logo, colors and trade details. Keep every document unmistakably yours.
4 stylesFor your documents
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Proforma Invoice · 4 template styles
SMALL TEAM. BIG PLANS.
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Keep customer details, trade documents and payment records organized as a one-person export business.
Different roles.
A shared view of the order.
Give sales, operations and finance a clearer handoff with connected records and defined access.
From factory order
to export paperwork.
Bring the customer-facing documents and the files behind each shipment into one workflow.
KEEP THE CONVERSATION CONNECTED
Your documents.
Your customers. Your channels.
Take a prepared document and a reviewed message to the channel your customer already uses—email or WhatsApp.
Prepare a PDF attachment and a customer email with Nessy. Review the draft, then continue in your connected mailbox to send.
Use the customer’s saved number. Prepare your message and PDF, then share or open WhatsApp to complete the send.
Access you control
Manage connected accounts in Settings. Team permissions and Nessy data access remain under your control.
Available actions depend on your provider and workspace settings.
Sign in to manage connectionsFOR PEOPLE WHO WORK IN TRADE
Shared experience.
Better trade.
A shared forum for export teams to exchange experience, find suppliers and showcase products with photos and video.
Explore the trade community ↗TRADE COMMUNITY TOPICS
01Export workflows
02Practical questions
03Lessons from the field
Sign in to post, comment, save and connect. Contact details stay between the people involved.A FEW THINGS YOU MIGHT ASK
Good questions.
Clear answers.
What is nesinvoice?
nesinvoice is a browser-based trade document and business workspace developed by Neswalk Technology for independent exporters, trade teams and small manufacturers. It brings customer records, trade documents, payments and expenses into one place.
Which trade documents can I manage?
The workspace supports Proforma Invoices (PI), Sales Contracts (SC), Commercial Invoices (CI), Packing Lists (PL) and shipping document files. Linked documents help you carry order information through the export workflow.
Who is nesinvoice designed for?
There are three workspace tiers: SOHO for one person, Small Team for 2–5 people, and Business Team for 6–12 people. Roles and team permissions help you organize sales, operations, finance and administration.
How does subscription pricing work?
Each company starts with a one-month trial. SOHO and Small Team cost CNY 29.9 per admin and CNY 19.9 per other member each month. Business Team requires at least 6 valid seats including admins, and costs CNY 29.9 per admin and CNY 16.9 per other member each month. The workspace calculates the total for your selected seats before payment.
Are AI credits included in my subscription?
AI credits are separate from the workspace subscription. Your first qualifying paid subscription includes $10 quota once per workspace, credited automatically and valid for 30 days. This is separate from your free trial. Nessy AI is in preview: actual token usage is recorded by member and team, while credits are not deducted yet. Credit purchases and real payment integrations remain in preview.
Can Nessy AI replace an employee?
Nessy assists with routine tasks such as reviewing permitted records and preparing message drafts. Your team reviews the output, handles customer relationships and makes business decisions. Tokens measure AI input and output; costs depend on the model and workload, so there is no fixed token-to-employee equivalent.
Can I send documents by email and WhatsApp?
Prepare a document PDF and use Nessy to help draft the accompanying message. Review the content, then continue in your connected email account or WhatsApp to send. Available steps depend on the provider, connection and device.
Does nesinvoice collect payments from my overseas customers?
You can record payments received and track them against your trade orders. This is different from collecting money through an online payment gateway. Available connection and payment options are shown inside your workspace.
How do I access a workspace?
Enter your company, contact name, phone number and email, then verify a one-time email code to create your workspace and start a one-month trial. Demo access does not require registration.
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