Articles on: Templates

How to Rename Invoice Templates and Set Default Templates

Each template in Invoice Falcon has a name and a default type setting. You can rename a template to keep your templates organized, and choose which order types (Orders, Draft orders) the template should be used for by default. These settings are found in the General settings section of the template edit page.


Open general settings for a template


  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 edit (or click Edit on the template row).
  4. The General settings section appears at the top of the template edit page.


Rename a template


The Template name field lets you give your template a descriptive name. This name appears on the Templates dashboard and in any template selection dropdowns throughout the app.


  1. In the General settings section, locate the Template name field.
  2. Clear the existing name and type your new name (e.g., "Standard Invoice", "EU Packing Slip", "Wholesale Quote").
  3. Click Save in the top bar to apply the change.


Note: Each template name must be unique within your store. If you enter a name that is already used by another template, the save will fail with an error. The template name also cannot be left blank.


Choose the default type for a template


The Default for setting determines which order types will automatically use this template for printing, exporting, and automated PDF delivery. You can assign each template to one or more order types using the checkboxes below the template name.


The available options are:


  • Orders — check this to make the template the default for regular Shopify orders.
  • Draft orders — check this to make the template the default for draft orders (quotes).



Set a template as default


  1. In the General settings section, find the Default for checkboxes.
  2. Check Orders, Draft orders, or both — depending on which order types should use this template.
  3. Click Save in the top bar.


Important: Only one template can be the default for each order type at a time. When you set a template as the default for Orders, any other template that was previously the default for Orders is automatically unassigned. The same applies to Draft orders.


Remove default assignment


  1. Uncheck the Orders or Draft orders checkbox.
  2. Click Save.


The template will still exist and can be used manually, but it will no longer be automatically selected for that order type.


Known limitations


  • One default per order type — only one template can be the default for Orders, and only one for Draft orders. Assigning a new default automatically removes the previous one.
  • Template name must be unique — you cannot have two templates with the same name in the same store.
  • Template name cannot be blank — the save will fail if the name field is empty.
  • Default type is not the same as template type — the underlying template type (invoice, packing slip, quote, credit note, return form) is set when the template is created and cannot be changed from the edit page. The Default for setting only controls which order types use the template by default.


Troubleshooting


Symptom

Likely Cause

Fix

Save fails with "Name can't be blank"

Template name field is empty

Enter a name in the Template name field

Save fails with name already taken error

Another template in your store has the same name

Choose a different, unique name for the template

Another template lost its default assignment

Only one default is allowed per order type

This is expected. Check the Default for setting on the other template if you need to reassign it

Default for checkboxes not saving

Changes were not saved

Click Save in the top bar after making changes


FAQs


Q: Can I set one template as the default for both Orders and Draft orders?
A: Yes. Check both the Orders and Draft orders checkboxes, then save.


Q: What happens if no template is set as default for an order type?
A: When printing or exporting, the app will prompt you to select a template manually. Automated PDF delivery requires a default template to be set.


Q: Does renaming a template affect previously generated invoices?
A: No. Previously generated invoices retain the content they were created with. Renaming only updates the display name in the app.


Q: Can I change the template type (invoice, packing slip, quote) after creating it?
A: No. The template type is assigned when the template is created and cannot be changed from the edit page. You can create a new template of the desired type instead.

Updated on: 20/05/2026

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