How to Print Invoice from Open Orders

Last reviewed: June 9, 2026

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Use this workflow to print an invoice PDF from an open Sales Order.

When to use this workflow

Use Print Invoice from Open Orders when you need the invoice document connected to an active Sales Order.

Be careful with pre-shipment invoices. If the invoice does not have invoice lines yet, PAX warns that the invoice shows planned Sales Order quantities rather than completed shipment or fulfillment quantities.

Before you start

Confirm:

The order is visible in Open Orders.
You know whether the invoice should be sent before shipment or fulfillment.
Your browser allows popups from PAX.

Screen path

Dashboard > Sales > Open Orders > expand order > Print Invoice

Steps

Open Dashboard > Sales > Open Orders.
Search for the order.
Select the order row to expand it.
Review the order's line status and open quantities.
Select Print Invoice.
If PAX opens the invoice PDF directly, review the document in the new browser tab.
If PAX shows Pre-Shipment Invoice Warning, read the warning carefully.
Choose Cancel if the invoice should not be printed with planned quantities.
Choose Continue to Print only if the full shipment or fulfillment is guaranteed and your company process allows printing the pre-shipment invoice.
If PAX shows Select Invoice, review the invoice list.
In Select Invoice, choose the correct invoice using Invoice #, Date, Amount, and Lines.
Select Select for the invoice to print.
Use the browser's print or download controls as needed.

What happens behind the scenes

PAX looks up invoices connected to the Sales Order.

If one invoice exists, PAX opens it directly when it has invoice lines. If that invoice has no invoice lines yet, PAX shows Pre-Shipment Invoice Warning before printing.

If more than one invoice exists, PAX shows Select Invoice. Multiple invoices can exist when an order has been split across shipments or fulfillment events.

When an invoice has invoice lines, the PDF uses invoice line quantities. When an invoice has no invoice lines, the PDF falls back to Sales Order lines so the document can be previewed, but those quantities are planned quantities.

Printing an invoice does not create a shipment, fulfill a line, post a payment, or change the order. It generates a PDF from current invoice and order data.

Troubleshooting

Pre-Shipment Invoice Warning appears

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 printing the invoice with planned quantities.

Contact support if: The order has already shipped or been fulfilled but PAX still treats the invoice as pre-shipment.

Select Invoice appears

Likely cause: The Sales Order has multiple invoices.

Safe fix: Select the invoice that matches the shipment or fulfillment event you need. Use Lines and Amount to help identify it.

Contact support if: You cannot determine which invoice is correct.

Error generating invoice appears

Likely cause: PAX could not fetch or generate the invoice PDF.

Safe fix: Refresh Open Orders and try again.

Contact support if: The error repeats.

The invoice PDF does not open

Likely cause: The browser blocked the PDF tab.

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

Contact support if: Popups are allowed but the PDF still does not open.