Navix User Guide
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      2. Navix User Guide

      Creating Invoices from Orders

      You can now create invoices from existing orders in just seconds — instead of building each invoice from scratch.

      This guide walks you through:

      • Benefits of the new method

      • When it’s appropriate (and when it’s not)

      • How to create an invoice with pre-filled order data

      🚀 Benefits of the “Create from Order” Method?

      Previously, clicking “+ New Invoice” required you to manually enter everything — often taking 3–5 minutes per invoice.

      With the new method, you can:

      • ✅ Generate a pre-filled invoice from order data

      • ✅ Make edits as needed before saving

      • ✅ Finish in as little as 10 seconds

      This is perfect for cases where:

      • A carrier hasn’t sent an invoice, but you still want to process payment

      • You’re ready to approve an invoice before it arrives (e.g., clean loads with no exceptions)

      • You've received supporting documents with no Invoice and need to attach them to an Order manually

      🎥 Watch: How to Create an Invoice from an Order

      Navix TechClips - Create Invoice from Order

      👉 Click to watch the video in another tab

      🪜 Follow-Along Instructions

      Here’s a quick reference for creating an invoice from an order:

      1. Find the Unmatched Order you’d like to invoice

      2. Click “Create Invoice”

        1. Select which vendor in the case of multiple vendors

      3. Navix will auto-fill the invoice with:

        • Customer
        • Vendor
        • Shipment #
        • Order #
        • Origin
        • Destination
        • Bill To/Remit To
        • Line items
        • AP Charges
      4. Manually enter the Invoice # and confirm Invoice Date (auto-fills with today's date)
      5. Review and make any necessary changes
      6. Click Finish to create the invoice
      7. Navigate to the Invoice in the Audit Queue
        1. If desired, upload supporting documents or Generate an Invoice document

      That’s it — you’ve created an invoice in seconds using verified order data.

      ⚠️ When to Use the Old Method (+New Invoice)

      There are a few cases where you’ll still need to create an invoice manually:

      Scenario Use “+New Invoice”?
      You’ve already received an invoice for this Order ✅ Yes
      It’s a multi-vendor Order, and one or more vendors has already invoiced ✅ Yes
      You’re creating the first invoice for an Order ❌ Use “Create from Order”
      💡 Best Practice

      If you're not sure which method to use, start with “Create from Order” — the button will not be available if it’s not applicable.

      🙋 Need Help?

      Contact your internal SME or submit a ticket through the Support Center if you run into any issues.