业务员收到要求发送形式发票的邮件后，应该马上制作形式发票，并在形式发票上签名，将形式发票转换为PDF格式，附在回复给客户的邮件中，一并发送给客户。此时，业务员给客户的回复中应该首先感谢客户下单，然后告诉客户形式发票已经做好，并附于附件中，请客户查收。最后，业务员可告知客户形式发票上的一切条款都是按照事先协商好的内容撰写的，如果无异议，请客户尽快付款，以便于组织生产或发货。如果采用信用证的付款方式，业务员也要敦促客户尽快开立信用证。下面给出一个在以T/T作为付款方式的交易中，业务员给客户的回复案例。
Dear xxx,
I am pleased that we have agreed finally on the price and all the related trade clauses. Attached please find the PI with my signature. Please inform me as soon as possible once the deposit is paid so that we start production immediately. Yours sincerely, xxx
(二)客户下单，业务员接受
在跨境电商B2B业务中，有时一些相对正规的大客户会主动下单，此时订单就相当于简易的合同，具有与合同相同的法律效力。在这种情况下，业务员审阅订单无误，便可开具形式发票和/或对应的销售合同，连同签字确认的订单复印件一起回传给客户，示例如下。
Dear XXX,
We confirm our acceptance to your order No. LD 153796A.You emailed us yesterday for 3D LED light. We welcome you as one of our customers. We are pleased to send you in the attached file the PI and the Sales Confirmation No. ZJ 01-D for your e-signature. Please cosign it and return it to us for our file. And please open your L/C before July. Shipment will be made upon our receipt of your L/C.
Your cooperation is highly appreciated. We assure you of premium product quality and look forward to receiving more orders from you.
Best regards,
xxx
