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How to customize a template through visual editor

The Visual Editor in Invoice Falcon lets you customize your invoice template without writing any code. It provides a panel of collapsible sections on the left where you toggle settings on or off, and a live preview on the right that updates as you make changes. You can adjust your logo, accent color, fonts, and control exactly which order details appear on your invoices.


Open the Visual Editor


  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).


  1. On the template edit page, scroll to the Visual editor section and click the Open visual editor button.


The Visual Editor opens in a full-screen modal with your customization settings on the left and a live invoice preview on the right.


Visual Editor sections


The Visual Editor is organized into collapsible sections. Click any section heading to expand or collapse it. Below is a brief overview of each section and what it controls.



Upload your business logo or paste an external image URL. You can adjust the logo width using a slider (20–200px), lock the aspect ratio, and enable or disable the logo on the invoice.


Color


Set the accent color used throughout your invoice (e.g., header borders, section dividers). Use the color picker or enter a hex color code directly.


Fonts


Choose a font family from a list of options including Roboto, Montserrat, Open Sans, Noto Sans, Georgia, Times New Roman, and more. Adjust the base font size using a slider (10–18px).



Order information


Control which order identification fields, dates, and details appear on the invoice. This section is grouped into three sub-sections:


  • Order identification — Order number, Invoice number, PO number, Custom invoice number.
  • Order dates — Order date, Issue date, Due date, Payment terms, and a date format selector with options like "Jan 30, 2023", "2023-01-30", "30/01/2023", etc.
  • Order details — Order amount, Order tags.



Payment information


Toggle payment-related fields on or off: Payment status, Discount code, Tracking company, Tracking numbers, Tax date, Payment address, Payment method, and Credit card.


Shipping information


Control whether the Shipping address, Customer email, and Customer phone appear on the invoice.


Customer information


Toggle the Customer note field on or off. When enabled, any notes attached to the customer in Shopify are displayed on the invoice.


Items information


Configure how line items are displayed on the invoice. This section is grouped into four sub-sections:


  • Product details — Product image, SKU, HS code, Barcode, Weight, Total product weight, Country of origin, Product type, Product description, Note attributes, Variant, and Selling plan.
  • Pricing and discounts — Item discount, Discount reason, Compare-at price.
  • Quantity and tax — Total quantity, Item tax rate, Item tax amount.
  • Properties — Custom line item properties.


Order total information


Control the totals and summary section of the invoice. Grouped into four sub-sections:


  • Order summary — Subtotal, Order discount, Order discount reason.
  • Shipping details — Order shipping amount, Shipping rate name.
  • Tax details — Exclude tax option, TAX/VAT/GST, Group tax lines.
  • Payment details — Amount in words, Total weight, Refund amount.


Extra information


Add supplementary content to the footer area of the invoice:


  • Order notes — Display the order's note.
  • Footer notes — Add a custom footer message (e.g., "Thank you for shopping with us!").
  • Store domain — Show your store's domain on the invoice.
  • Payment verification — Enable the Paid/unpaid watermark.


Social information


Add social media links to your invoice footer. Toggle Show social links on and enter your Facebook, Instagram, and Twitter URLs.


Labels


Override the default text labels used on the invoice. This lets you rename any field without editing template code. Grouped into:


  • Document titles — Invoice, Credit Note, Quote, Packing Slip, Pro Forma.
  • Header fields — Invoice number, Order, Order date, Issue date, Due date, Payment terms, PO number, Status, Supplier, Ship To, Bill To, Billing Address.
  • Line item columns — Item, Description, Variant, Unit Price, Quantity, Total, SKU, HS Code, Barcode, Weight, Country of Origin, Compare At.
  • Totals — Subtotal, Discounts, Shipping, Tax, Tax Amount, Total, Refunded, Net Payment, Total Paid, Total Due, Discount Code, Total Quantity, Total Weight.
  • Other — Note, Payment Method, Shipping Method, Follow Us On, Amount in Words.


Leave any field blank to use the default label.


Save and discard changes


When you make changes in the Visual Editor, a Save changes button appears at the top of the panel. A Discard button also appears so you can undo all unsaved changes and revert to the last saved state.


  • Click Save changes to save your customizations. The invoice preview updates to reflect your changes.
  • Click Discard to revert all changes since your last save.



Tip: The live preview on the right updates automatically as you toggle settings, so you can see exactly how your invoice will look before saving.


Known limitations


  • Visual Editor controls settings only — the Visual Editor manages toggle-based settings (show/hide fields, colors, fonts, logo). To change the overall HTML structure or layout of the invoice, use the Code Editor on the template edit page.
  • One template at a time — changes in the Visual Editor apply only to the template you are currently editing. Each template has its own independent settings.
  • Label overrides are text-only — you can rename labels, but you cannot add entirely new fields through the Labels section. New fields require code editing.
  • No undo for individual changes — the Discard button reverts all unsaved changes at once. There is no way to undo a single toggle without discarding everything.


Troubleshooting


Symptom

Likely Cause

Fix

Visual Editor button is not visible

You may be on the wrong page

Make sure you are on the template edit page (click Edit on a template from the Templates list)

Preview does not update after toggling a setting

Browser rendering delay

Wait a moment. If it still does not update, click Save changes and reopen the Visual Editor

Logo upload fails

File is too large or not an image

Use a .jpg or .png file under 500 KB

Changes were lost after closing

You did not click Save changes before closing

Always save before closing the Visual Editor. Unsaved changes are discarded when you close the modal


FAQs


Q: Do I need to know how to code to use the Visual Editor?
A: No. The Visual Editor uses checkboxes, dropdowns, sliders, and color pickers. No coding is required.


Q: Can I use the Visual Editor and Code Editor together?
A: Yes. The Visual Editor manages settings (colors, fonts, visibility toggles) that are injected into the template code as Liquid variables. You can use the Code Editor for structural changes and the Visual Editor for settings.


Q: Will my changes affect previously generated invoices?
A: No. Changes only apply to invoices generated after you save. Previously generated PDFs remain unchanged.


Q: Can I use different settings on different templates?
A: Yes. Each template has its own Visual Editor settings, so you can have different logos, colors, fonts, and field visibility per template.


Q: How do I reset all settings to their defaults?
A: There is no one-click reset button. You can manually revert individual settings, or create a new template which starts with default settings.

Updated on: 20/05/2026

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