How to Generate Packing Lists from Invoices
Create packing lists automatically from invoice data for faster documentation.
CargoLint can generate professional packing lists directly from your extracted invoice data, saving you time on documentation and ensuring consistency across shipments.
Before you start
- You have an invoice uploaded and fully processed in CargoLint
- The invoice has completed extraction with product details (item descriptions, quantities, unit prices)
- You’re ready to create shipping documentation
- You have the recipient’s address information available
Steps
1. Upload your invoice
If you haven’t already, scan your invoice and upload it to CargoLint. The invoice must include:
- Item descriptions
- Quantities
- Unit prices (optional but helpful)
- Shipper and recipient addresses
2. Wait for extraction to complete
CargoLint processes the invoice. Once the status changes from “Processing” to “Complete” or “Reviewed,” the invoice is ready for packing list generation.
3. Review the extracted data (optional)
If the extraction status is “Requires Review,” click the Review Queue to verify invoice details before generating the packing list. Correct any errors in product descriptions or quantities, as these will populate your packing list.
4. Open the invoice document
From the Documents page, click the invoice to open it. You’ll see the full extracted data displayed.
5. Click the Generate Packing List button
Look for the Generate Packing List button on the invoice detail page. Click it to start the generation process.
6. Review the packing list preview
CargoLint displays a preview of the generated packing list, showing:
- Shipper and consignee details
- Product list with descriptions and quantities
- Total weight and dimensions (if available in the invoice)
- Shipment date and reference numbers
Verify this information matches your needs before downloading.
7. Customize details if needed
If the preview shows incorrect shipper or recipient details, click Edit to adjust them. You can add custom notes, special handling instructions, or regulatory compliance information.
8. Download the packing list
Click Download to save the packing list as a PDF file. The file is named with a timestamp and reference (for example, “Packing-List-Invoice-001-2026-03-14.pdf”).
9. Use the packing list for shipping
Print or email the packing list to your logistics provider or keep it in your shipping records. The packing list serves as official documentation of shipment contents for customs purposes.
Tip: Generate packing lists immediately after approving invoice extraction. This keeps your documentation current and prevents delays in shipment.
Tip: If you generate packing lists frequently, download them weekly and organize them in a folder by shipment date for easy audit reference.
Tip: Compare generated packing lists against your actual shipments. If items don’t match, update the invoice in CargoLint before sending documents to customs.
What’s next
- Reviewing Documents – Verify invoice data before generating packing lists
- Exporting Data – Download all invoice and packing list data together
- Uploading Documents – Organize invoices with shipment labels