How to Add Customer Notes to Invoices

The Customer information section in the Visual Editor lets you display the customer note on your invoice. The customer note is the message a customer leaves during checkout (e.g., special delivery instructions, gift messages, or order requests). When enabled, it appears as a highlighted block between the items table and the totals section on the invoice.

Open the Customer information section

1. Open the Invoice Falcon app from your Shopify Admin.
2. Click Templates in the left navigation menu.
3. Click on the template you want to customize (or click Edit on the template row).
4. Scroll to the Visual editor section and click the Open visual editor button.
5. In the left panel, click the Customer information section to expand it.

Enable the customer note on your invoice

The section contains a single checkbox:

• Customer note — displays the order note left by the customer during checkout. The note appears in a light gray highlighted box below the items table, labelled Customer note: followed by the note text. Off by default.

Steps to enable

1. In the Customer information section, check the Customer note checkbox.
2. Review the live preview on the right — the customer note appears between the items table and the totals section in a highlighted block with a light gray background.
3. Click Save changes at the top of the Visual Editor.

Disable the customer note

1. In the Customer information section, uncheck the Customer note checkbox.
2. Click Save changes at the top of the Visual Editor.

The customer note block is removed from the invoice. No blank space is left — the items table flows directly into the totals section.

How the customer note appears on the invoice

When enabled, the customer note is displayed as:

• A highlighted block with a light gray background (#f9f9f9) and rounded corners
• The label Customer note: in bold, followed by the note text
• Positioned between the items table and the order totals/notes section
• Only shown when the order actually has a note. If the customer did not leave a note, the block is hidden automatically

Known limitations

• Customer note comes from Shopify — the note is pulled directly from the Shopify order's "Note" field. You cannot edit or add a customer note from within Invoice Falcon.
• Only one note per order — Shopify stores a single note per order. If you need multiple notes, consider using note attributes (available via the Code Editor using the note_attributes Liquid variable).
• No formatting support — the customer note is displayed as plain text. Line breaks, bold, or other formatting from the note field may not be preserved.
• Settings are per-template — enabling the customer note on one template does not affect other templates.
• Previously generated PDFs are not affected — changes only apply to invoices generated after saving.

Troubleshooting

FAQs

Q: Where does the customer note come from?
A: The customer note is the text entered by the customer in the "Order notes" or "Special instructions" field during Shopify checkout. Merchants can also add or edit this note in Shopify Admin under the order's Notes section.

Q: Can I add my own note to the invoice?
A: The customer note field specifically shows the customer's note from the order. To add your own merchant notes or custom messages, use the Extra information section in the Visual Editor, which includes a custom notes field.

Q: What is the difference between customer note and note attributes?
A: The customer note is a single free-text message on the order. Note attributes are key-value pairs (e.g., "Gift message: Happy Birthday") that can be added via checkout customizations. Note attributes are available in the Code Editor using the note_attributes Liquid variable.

Q: Will the customer note appear if the customer left a blank note?
A: No. The note block only renders when the order has a non-empty note. A blank or missing note will not create any visible element on the invoice.

Updated on: 20/05/2026