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# How to Edit Invoices Directly

When you want to make a quick edit to an **order** or **draft order** invoice, you can now change its details directly — **no regeneration required.** Instead of changing the order in Shopify and regenerating the document, open the invoice, click into a field, type your change, and save. Your edits are stored on that specific invoice, so they stay put until you change them.

This is ideal for one-off corrections — a customer's address, a payment term, an invoice date — without touching the original Shopify order.

|| **Note:** Per-invoice editing is available on the **Pro plan**. If you're not on Pro, clicking **Edit invoice** opens an **Upgrade to edit invoices** popup ("Per-invoice editing is available on the Pro plan…") with **See plans** and **Upgrade now** buttons.

### What You Can Edit

Inline editing covers the invoice's detail and contact fields:

* **Invoice details** — invoice number, invoice date, due date, order date, order number, PO number, payment terms, payment status, payment method, order note, custom note.
* **Customer** — customer email, first name, last name.
* **Delivery address** — name, company, address 1 & 2, city, province, postal code, country, phone, tax number.
* **Billing address** — the same set of fields as the delivery address.

|| **Note:** Line item prices, quantities, taxes, discounts, and totals are **not** part of inline editing — it's for the invoice's detail, customer, and address fields.

### Edit an Invoice

1. From the **Orders** page in Invoice Falcon, open the order or draft order whose invoice you want to change (the **Orders** or **Drafts** tab).
2. Click **Edit invoice** at the top of the invoice.
3. On the **Pro plan**, a dedicated edit page opens (titled "Edit invoice for order #…") showing your invoice. (If you're not on Pro, the **Upgrade to edit invoices** popup appears instead.)
4. Editable fields are marked with a **dashed blue underline**. Click the one you want to change.
5. Edit the text in place. Press **Escape** to cancel a single field, or click away to keep it.
6. Repeat for any other fields.
7. Click **Save** in the top bar.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_1ontx7p.png)

Your changes are applied to the invoice and the PDF updates with the new values — no regeneration needed.

| **Tip:** A field showing a dash ("—") is empty — click it and type to fill it in.

### Edit an Address

Addresses are edited all at once in a single modal instead of line by line:

1. In edit mode, **hover over an address block** (billing or shipping) on the preview.
2. Click the **Edit address** button that appears.
3. Update any of the lines — name, company, address 1 & 2, city, province, postal code, country, phone, tax number.
4. Click **Apply** to stage your changes (or **Cancel** to back out).
5. Click **Save** in the top bar to commit them.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_8y9m8d.png)
### Add a Custom Note

You can add a custom note to any invoice. It's saved **per-invoice**, appears on the rendered PDF, and is independent of Shopify order notes.

1. In edit mode, find the custom note area on the preview.
2. Click **Add custom note** (or **Edit custom note** if one already exists) to open the **Custom note** modal.
3. Type your note and click **Apply**.
4. Click **Save** in the top bar to commit it.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_r4vtsf.png)
|| **Note:** The note and address modals use **Apply** to stage a change; nothing is final until you click **Save** in the top bar.

### Discard Changes

If you want to back out before saving, click **Discard** in the Save bar. This reverts every pending change and keeps you in edit mode so you can start again. (Pressing **Escape** while editing a single field cancels just that field.)

### The "Edited" Badge

Once an invoice has manual edits, it shows an **Edited** badge next to its number. This is your signal that the invoice no longer matches the raw Shopify order data — it reflects your changes instead.

### Editing vs. Regenerating

**Regenerate** (in the **Actions** menu) pulls fresh data from Shopify and rebuilds the invoice from scratch — which **overwrites your manual edits**.

To protect your work, if you regenerate an invoice that has edits, the app asks first:

|| **Overwrite manual edits?** — "This invoice has been manually edited. Regenerating will pull fresh data from Shopify and overwrite all your changes. This cannot be undone."

Choose **Keep my edits** to cancel, or **Regenerate** to discard your edits and pull the latest Shopify data. Use Regenerate only when you actually want the original order values back.

### Known Limitations

* Per-invoice editing requires the **Pro plan**.
* Available for **order** and **draft order** invoices. The **Edit invoice** button doesn't appear on credit notes.
* Edits apply to **one invoice at a time** — they don't change the underlying Shopify order or any other invoice.
* Inline editing covers detail, customer, and address fields — **not** line item amounts, quantities, taxes, discounts, or totals.
* **Regenerating** an edited invoice replaces your edits with fresh Shopify data and can't be undone.

### Troubleshooting

| Issue | Cause | Solution |
| ---- |
| **Edit invoice** opens an upgrade prompt | You're on the free plan | Per-invoice editing is a Pro feature; upgrade to enable it |
| I don't see the **Edit invoice** button | The invoice hasn't been generated yet | Generate the invoice first, then reopen it |
| A field won't let me edit it | Only fields with a dashed blue underline are editable | Line item amounts and totals aren't editable inline; check the editable fields list above |
| My edits disappeared | The invoice was regenerated | Regenerating pulls fresh Shopify data and overwrites edits; re-enter them and avoid **Regenerate** unless you want the original values |
| My changes didn't stick | They weren't saved | Click **Save** in the Save bar; **Discard** or **Escape** cancels changes |

### FAQs

**Q:** **Does editing an invoice change the Shopify order?**
A: No. Edits are stored on that single invoice only. The original Shopify order is untouched.

**Q:** **Can I edit line item prices or quantities?**
A: Not through inline editing — it covers invoice details, customer info, and addresses. Amounts and totals aren't editable this way.

**Q:** **How do I know an invoice has been edited?**
A: It shows an **Edited** badge next to the invoice number.

**Q:** **Is the custom note the same as my Shopify order note?**
A: No. The custom note is saved per-invoice in Invoice Falcon and appears on the PDF independently of the Shopify order note. Add or change it with **Add custom note** / **Edit custom note** while editing.

**Q:** **What happens if I regenerate after editing?**
A: Regenerating pulls fresh data from Shopify and overwrites your edits. The app warns you first so you can choose **Keep my edits** instead.

**Q:** **Do I need a paid plan?**
A: Yes. Per-invoice editing is available on the **Pro plan**.

**Q:** **Can I undo my edits?**
A: Before saving, use **Discard** (or **Escape** for a single field). After saving, re-edit the field, or use **Regenerate** to pull the original Shopify values back (this removes all manual edits).