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.
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.
Edit an Invoice
- From the Orders page in Invoice Falcon, open the order or draft order whose invoice you want to change (the Orders or Drafts tab).
- Click Edit invoice at the top of the invoice.
- 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.)
- Editable fields are marked with a dashed blue underline. Click the one you want to change.
- Edit the text in place. Press Escape to cancel a single field, or click away to keep it.
- Repeat for any other fields.
- Click Save in the top bar.
Your changes are applied to the invoice and the PDF updates with the new values — no regeneration needed.
Edit an Address
Addresses are edited all at once in a single modal instead of line by line:
- In edit mode, hover over an address block (billing or shipping) on the preview.
- Click the Edit address button that appears.
- Update any of the lines — name, company, address 1 & 2, city, province, postal code, country, phone, tax number.
- Click Apply to stage your changes (or Cancel to back out).
- Click Save in the top bar to commit them.
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.
- In edit mode, find the custom note area on the preview.
- Click Add custom note (or Edit custom note if one already exists) to open the Custom note modal.
- Type your note and click Apply.
- Click Save in the top bar to commit it.
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:
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).
Updated on: 23/06/2026
Thank you!