Quote the work, manage the job, track your CDUK declarations and send the invoice, all from one connected workspace. Built for customs agents and freight forwarders.
Already using CDUK? Log in and switch to CustomsWiz from the app menu.
A customer asks for a price. You agree the work, complete the customs clearance and send the invoice. CustomsWiz keeps the commercial side organised throughout.
Choose the client, add the services and use the agreed rates. Review the quote, then send it as a PDF or email.
What you do in CustomsWizAdd line from prices, then Send to clientWhen the quote is accepted, turn it into a job. Keep the shipment details, selected services and charges together as work progresses.
What you do in CustomsWizMark as accepted, then Convert to jobDeclarations filed through CDUK appear in CustomsWiz. Assign them to the relevant client and job so the right work is captured for billing.
What you do in CustomsWizChoose the billing account and job for each filingOnce the job is complete, prepare an invoice from the job and its charges. Review it, issue it and send it to your client.
What you do in CustomsWizCreate invoice, review the draft, then Issue invoiceKeep track of what has been paid and what remains outstanding. The billing queue shows what needs attention next.
What you do in CustomsWizRecord payment against the invoiceYou do not need to copy declaration references or rebuild the same work in another system. CustomsWiz brings in your CDUK filings, ready for you to assign them to a billing account and, where relevant, a job.
A filing is only billed once you link it to a client and decide how it is charged.
Open CustomsWiz and see the work that needs your attention. No searching through job records or spreadsheets to find out what is ready to invoice.
Store contacts, billing details, payment terms and client-specific pricing in one account. See their jobs, declarations and invoices without searching across separate records, and prepare client statements when needed.
Add services from your rate card, choose quantities and review the total. Include an optional duty estimate where relevant. Share the quote with your customer and, once accepted, convert it into a job.
Organise the services involved in each shipment, follow the job’s progress on its timeline and bring its declarations and charges together. When the work is complete, it is ready for invoicing.
Charges collected against a job are ready to use when you prepare the invoice. Review the details, apply the appropriate VAT treatment and send it to the client.
Ideal when you invoice as soon as the customs work is complete.
Ideal when customers prefer a single invoice for the month’s work.
Different clients can have different billing arrangements. CustomsWiz supports both without changing how you file declarations.
Follow a typical customs brokerage job, from the first quote to the final invoice. A short look at how CustomsWiz works alongside CDUK.
A clearance agent handling CDS import and export work for multiple traders.
How agents and brokers file in CDUKA forwarder arranging an import movement with CDS, ENS and transport charges.
Customs filing for freight forwardersA bureau billing some clients per job and others at the end of the month.
Scale a customs bureau with CDUKA logistics team charging for transit, border paperwork and related services.
CDUK for logistics providers and 3PLsTry CustomsWiz with your existing CDUK account. Start with the core brokerage workflow, then talk to us if you need a setup for a larger team.
£100/ month + VAT
After your 15-day free trial
Up to 5 users included
Let’s talk
For larger teams and more advanced requirements
Everything in Starter, plus:
CustomsWiz is the business workflow and billing product. Customs declaration filing is handled through CDUK under the applicable CDUK plan or charges.
CustomsWiz helps customs brokers and freight forwarders manage the business side of customs work. It brings together billing accounts, quotes, jobs, declarations, invoices and payments, alongside the CDUK filing platform.
Yes. CustomsWiz works alongside CDUK. You use the same login and can switch between the two applications from the header.
Yes. Customs declarations are prepared and submitted through CDUK. CustomsWiz uses the filing information in your client, job and billing workflows.
No. Declarations filed in CDUK are made available in CustomsWiz. You can then assign them to the right billing account and job, and decide how they should be billed.
Yes. You can set standard service prices and maintain client-specific rate cards. Your quotes and billing can then use the agreed rates for each customer.
Yes. Once you have marked a quote as accepted, you can convert it into a job and continue managing the work without recreating it.
No. You can assign a declaration to a client or job and decide whether it is billable. Work that should not be charged can be marked as not billable.
Yes. Prepare an invoice from the completed job and its associated charges, review the draft and issue it to your customer.
Yes. Monthly billing lets you review the eligible work for selected clients and generate draft invoices together. You can check the drafts before issuing them.
Yes. The billing queue gives you visibility of issued invoices, overdue amounts and payment activity. You can record payments against invoices.
No. CustomsWiz is designed for the operational and billing workflow of customs brokerage. It helps you manage quotes, jobs, customer charges and invoices. It is not a replacement for a full accounting ledger.
Starter is £100 per month plus VAT after a 15-day free trial and includes up to five users. Enterprise pricing is available by enquiry for larger teams and additional capabilities.
Customs agents, brokerage firms, clearance bureaus, freight forwarders and logistics providers that file customs declarations for their clients and invoice them for that work.
Yes. The Starter plan includes a 15-day free trial so you can explore the workflow using CustomsWiz alongside CDUK.
Keep your quotes, jobs, declaration charges and invoices together with CustomsWiz.
CustomsWiz runs on your existing CDUK login, with no second account to set up.
