Use this workflow to generate a packing list PDF for an invoice's related shipment.
When to use this workflow
Use this workflow when a shipment already exists and a packing list is needed for the customer, warehouse, shipping team, or internal records.
Do not create a shipment just to make the packing list button available. Shipment records should reflect actual shipped goods.
Before you start
Confirm:
- You are working with the correct invoice and Sales Order.
- The order has a shipment.
- Shipment quantities and ship-to information are correct.
Screen path
Dashboard > Sales > Invoicing
Steps
-
Open
Dashboard > Sales > Invoicing. -
Search for the invoice.
-
Select the expand arrow on the invoice row.
-
Confirm the invoice is tied to the correct order.
-
Select
Print Packing List. -
If PAX opens the PDF, review the packing list before sending or using it.
-
If PAX says no shipment was found, stop and confirm whether the order has actually shipped.
You can also open View/edit details and select Print Packing List from the Invoice Details screen. In Invoice Details, the button is disabled when no shipment is available.
What happens behind the scenes
PAX finds the latest shipment for the invoice's Sales Order, then generates a packing list PDF from shipment data, shipment lines, customer information, ship-to address, invoice numbers, and company details.
Printing a packing list does not create a shipment, move inventory, change lots, update invoice status, post accounting, or send email.
Troubleshooting
PAX says no shipment was found
Likely cause: The Sales Order has not been shipped.
Safe fix: Do not force a shipment for documentation only. Use the shipment workflow when goods are actually ready to ship.
Contact support if: The order has a completed shipment but PAX cannot find it.
Print Packing List is disabled in Invoice Details
Likely cause: Invoice Details did not find a shipment for the related order.
Safe fix: Return to Invoicing and confirm the invoice and order number. If no shipment exists, a packing list cannot be printed from this invoice.
Contact support if: A shipment exists but the button remains disabled.
The packing list shows the wrong shipment information
Likely cause: The order may have multiple shipment records, and this workflow uses the latest shipment found for the order.
Safe fix: Review shipment history in Shipping & Receiving before using the document.
Contact support if: The shipment record is correct but the packing list is not.