Your Invoice, Job Ticket and Packing Slip in Infigo

Overview

Invoices and packing slips in Infigo are not edited directly by customers.

Instead, these documents are configured for you by the Infigo team based on your requirements. This ensures consistent formatting, reliable output, and avoids issues caused by manual template editing.

This article explains:

  • What can be customised

  • What information you need to provide

  • How the setup process works

  • How to upload your Infigo Job Ticket / Invoice

How Invoice & Packing Slip Customisation Works

To create or update your invoice or packing slip, we ask for a clear example of what you want the document to look like, and we handle the build for you.

The Process

  1. You provide a PDF example of your invoice or packing slip

  2. You clearly explain what information should appear, and in what order

  3. The Infigo team rebuilds the document in your system using a PSN (Professional Services Number)

This approach avoids unnecessary back-and-forth and ensures the final output matches your expectations.

What You Need to Provide

When requesting invoice or packing slip changes, please include all of the following in one request:

1. A PDF Example

  • An existing invoice or packing slip you already use

  • This can be from another system or a previous provider

2. Branding Details

If applicable, include:

  • Logos

  • Brand colours

  • Fonts

  • Any specific layout rules

3. Content & Layout Instructions

Please clearly highlight:

  • What information should appear on the document

  • The order in which it should appear

  • Any sections that should be grouped together or separated

Providing this information upfront helps us avoid multiple revisions and speeds up delivery.

Uploading the Job Ticket/ Invoice:

Once you receive your brand new Job Ticket/Invoice from our Infigo Team - If you load the Storefront you want to use this Job Ticket/Invoice in, navigate you can upload it by navigating to Admin Area > Infigo Settings and upload it at the link shown in the screenshot below:

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Please note that this invoice can be uploaded at either a storefront or a platform level. If it is uploaded at a storefront level, then that will be the invoice template used for all orders placed on that storefront.

If it is uploaded at the platform level, then it will be the template used for all storefronts which do not have an invoice uploaded at storefront level.