How to Print Invoice

Last reviewed: June 9, 2026

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Use this workflow to generate an invoice PDF for a customer invoice.

When to use this workflow

Use this workflow when a customer or internal user needs an invoice PDF.

If the invoice has no invoice lines yet, PAX may print planned Sales Order quantities. Only continue with a pre-shipment invoice when the full shipment or fulfillment is guaranteed and your company process allows it.

Before you start

Confirm:

  • You are working with the correct invoice.
  • The customer, order, PO, terms, line quantities, prices, tax, and shipping values look correct.
  • If the invoice has no invoice lines, it is appropriate to print planned Sales Order quantities.

Screen path

Dashboard > Sales > Invoicing

Steps

  1. Open Dashboard > Sales > Invoicing.

  2. Search for the invoice.

  3. Select the expand arrow on the invoice row.

  4. Review the invoice lines and totals.

  5. Select Print Invoice.

  6. If PAX shows Pre-Shipment Invoice Warning, read the warning carefully.

  7. Choose Continue to Print only if the invoice should be printed with planned quantities.

  8. Choose Cancel if shipment or fulfillment is not guaranteed.

  9. Review the generated PDF.

You can also open View/edit details and select Print Invoice from the Invoice Details screen after reviewing the full invoice.

What happens behind the scenes

Printing an invoice generates a PDF from current PAX invoice data. It does not save changes, post accounting, update inventory, create shipment lines, send email, or change invoice status.

PAX loads invoice header details, customer information, payment terms, billing address, shipping address, shipment tracking information when available, line items, discounts, tax, shipping, and tenant company details for the PDF.

If the invoice has no invoice lines but is tied to a Sales Order, PAX can use Sales Order lines for the printed invoice. In the Invoicing list, PAX warns before printing that kind of pre-shipment invoice.

Troubleshooting

The invoice PDF does not open

Likely cause: The browser blocked the new tab, or PDF generation failed.

Safe fix: Allow popups for PAX, then try Print Invoice again.

Contact support if: The invoice still cannot be generated.

PAX shows a pre-shipment invoice warning

Likely cause: The invoice has no invoice lines yet.

Safe fix: Choose Cancel unless the full shipment or fulfillment is guaranteed and your company process allows sending a pre-shipment invoice.

Contact support if: The invoice should have lines but still triggers the warning.

The invoice total looks wrong on the PDF

Likely cause: Invoice detail may need review before printing, or the invoice may be using planned Sales Order lines.

Safe fix: Open View/edit details and review line amounts, discounts, tax, shipping, returns, and total before sending the PDF.

Contact support if: The values in Invoice Details are correct but the PDF does not match.

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