> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://invoice-falcon.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Edit Your Invoice Templates with AI

You can now customize your invoice templates using plain English — no code or design skills needed. Inside the visual editor there's a new **AI editor** section: type what you'd like to change, and the AI generates the updates for you to review before anything is saved.

|| **Note:** The AI editor is available on all **paid plans**. On the free plan, opening it prompts you to upgrade.

### Open the AI Editor

1. Open the **Invoice Falcon** app from your Shopify Admin.
2. Go to **Templates** and select the template you want to edit.
3. Click **Open visual editor**.
4. Expand the **AI editor** section at the top of the settings panel.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_1q39mqd.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_1q1u71n.png)

| **Tip:** You'll also find a **Try it out** card on the home page under **Latest updates** that takes you straight to the visual editor.

### Make a Change

1. In the **AI editor** section, type your request in plain English — for example:
* *"Hide the SKU column"*
* *"Change the accent color to blue"*
* *"Rename the title to Tax Invoice"*
2. Click **Generate Changes** to see a preview of what will change.
3. Review the proposed changes.
4. Click **Apply Changes** to keep them, or **Cancel** to discard.
5. Save the template as usual to make your changes permanent.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/f/4/c4f40695834d1000/image_6vvs3b.png)

|| **Note:** Nothing is changed until you click **Apply Changes** — **Generate Changes** only previews the update so you can review it first.

### What You Can Change

Use the AI editor to:

* Toggle fields on or off (for example, hide the SKU column or show country of origin).
* Change colors and fonts.
* Update labels (for example, rename "Invoice" to "Tax Invoice").
* Adjust the invoice number prefix.
* Make layout changes to the template code.

All of it is driven by describing what you want in everyday language.

### Known Limitations

* The AI editor requires a **paid plan**.
* Changes are previewed with **Generate Changes** and only applied when you click **Apply Changes** — and you still need to **Save** the template to keep them.
* If the AI can't find a change for your request, it shows "No changes detected for this request. Try rephrasing." Reword your request and try again.
* The AI edits the template you currently have open; it doesn't change other templates.

### Troubleshooting

| Issue | Cause | Solution |
| ---- |
| The AI editor prompts me to upgrade | You're on the free plan | The AI editor is available on paid plans; upgrade to use it |
| "No changes detected for this request" | The request was unclear or didn't map to an editable setting | Rephrase more specifically (e.g. "Hide the SKU column" instead of "clean up the table") |
| My change didn't stick | The preview was generated but not applied or saved | Click **Apply Changes** after reviewing, then **Save** the template |
| The change isn't what I expected | The request was ambiguous | Click **Cancel**, rephrase your request, and **Generate Changes** again |

### FAQs

**Q:** **Do I need to know how to code?**
A: No. You describe what you want in plain English and the AI makes the change — including layout changes to the template code.

**Q:** **Does it change my template immediately?**
A: No. **Generate Changes** previews the update. Nothing changes until you click **Apply Changes**, and you still **Save** the template to keep it.

**Q:** **Can I undo a change?**
A: Before applying, click **Cancel** to discard the preview. After applying, you can ask the AI to change it back, or adjust the setting manually in the visual editor — and you can always close without saving.

**Q:** **Which plans include the AI editor?**
A: It's available on all paid plans.

**Q:** **Where's the "Try it out" card?**
A: On the home page, under **Latest updates** — it opens the visual editor where the AI editor lives.