How to manage your invoice templates dashboard in Invoice Falcon
The templates dashboard in Invoice Falcon is where you manage all your invoice templates. From this page you can create new templates, edit existing ones, delete templates you no longer need, and set which template is used by default for orders and draft orders. Each template can be customized with its own logo, colors, layout, and content through the template editor.
Open the templates dashboard
- Open the Invoice Falcon app from your Shopify Admin.
- Click Templates in the left navigation menu.
The Manage templates page displays a table listing all your templates with the following columns:
- Name — the template name (e.g., "Template 5", "QUOTE", "Default invoice").
- Default for — shows which order type this template is the default for. Possible values are Orders, Draft orders, or None.
- Last modified — shows when the template was last updated (e.g., "1 hour ago", "Apr 22, 2026").
- Edit and Delete — action buttons on the right side of each row.
Create a new template
- On the Manage templates page, click the Create template button in the top-right corner.
- A new template is created automatically with a default name (e.g., "Template 6") and you are taken directly to the template editor where you can customize it.
The new template starts with a default invoice layout that you can modify using the Visual Editor and Code Editor.
Edit a template
There are two ways to open a template for editing:
- Click the Edit button on the right side of the template row.
- Click anywhere on the template row itself.
Both actions open the template editor, where you can change the logo, colors, fonts, content sections, and template code.
Delete a template
- Click the Delete button (shown in red) on the right side of the template row you want to remove.
- A confirmation dialog appears with the message: "Are you sure you want to delete this template? This action cannot be undone."
- Click Delete to confirm, or Cancel to keep the template.
Once deleted, the template is permanently removed and cannot be recovered.
Set a default template for orders
The Default for column lets you choose which template is automatically used when generating invoices for different order types.
- Click the Default for dropdown on the template row. It shows the current value (e.g., "Orders", "Draft orders", or "None").
- Select Orders to make this template the default for regular Shopify orders, or Draft orders to make it the default for draft orders. You can select both.
- The change is saved automatically — no need to click a Save button.
Known limitations
- No bulk delete — you can only delete templates one at a time. There is no option to select and delete multiple templates at once.
- No duplicate or copy — there is no button to duplicate an existing template. To reuse a layout, create a new template and manually copy the code from the original template's Code Editor.
- No undo for delete — deleted templates cannot be recovered. Make sure you no longer need a template before deleting it.
- One default per order type — only one template can be the default for Orders and one for Draft orders. Setting a new default automatically removes the default from the previous template.
Troubleshooting
Symptom | Likely Cause | Fix |
|---|---|---|
Templates page is blank or not loading | Network or session issue | Refresh the page. If the problem persists, close and reopen the Invoice Falcon app |
"Failed to create template" error | Server error during template creation | Try again. If the error continues, contact Invoice Falcon support |
"Failed to delete template" error | Server error during deletion | Refresh the page and try deleting again |
Default for column shows "None" after setting it | Another template may have taken the default | Check if a different template is now set as the default for that order type |
FAQs
Q: How many templates can I create?
A: There is no hard limit on the number of templates. You can create as many as you need for different document types (invoices, quotes, etc.).
Q: What happens to existing invoices if I delete the template they were created from?
A: Nothing. Previously generated invoices and their PDFs are not affected by deleting a template.
Q: Can I rename a template?
A: Yes. Open the template in the editor and change the name there.
Q: What is the difference between Orders and Draft orders in the Default for column?
A: Orders refers to regular completed Shopify orders. Draft orders refers to orders created manually in Shopify Admin (often used for quotes or custom orders). Setting a default template for each type means that template is automatically used when generating invoices for that order type.
Updated on: 20/05/2026
Thank you!