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Articles on:Templates
Customize the look, layout, and styling of your invoices.

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  • Invoices
  • Getting started
  • Templates
  • Billing
  • Analytics
  • International Invoicing
  • Invoice Content
  • 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 Open the Invoice Falcon app from your Shopify Admin. Go to Templates andFew readers
  • How to customize a template through visual editor
    The Visual Editor in Invoice Falcon lets you customize your invoice template without writing any code. It provides a panel of collapsible sections on the left where you toggle settings on or off, and a live preview on the right that updates as you make changes. You can adjust your logo, accent color, fonts, and control exactly which order details appear on your invoices. Open the Visual Editor Open the Invoice Falcon app from your Shopify Admin. Click Templates in the left naFew readers
  • How to Create, View, and Manage Credit Notes
    You can now create, view, and manage credit notes directly from the new V3 interface — no need to switch back to the legacy editor. A credit note records a refund or adjustment against an order's invoice, and it prints, downloads, and emails exactly like a regular invoice. A new Credit notes tab sits alongside Orders and Drafts on your main orders page, showing all your credit notes in one place — with search by credit note number or customer email, date filtering, and pagination.Few readers
  • How to Set a Different Invoice Number Prefix for Each Template
    You can now give each invoice template its own number prefix, so every invoice type in your store carries the exact numbering style you need. Create separate templates for orders, draft orders, and credit notes (coming soon), assign a unique prefix to each one, and set it as the default for that invoice type. For example, your order invoices might use INV, your draft order quotes might use QUO-, and your credit notes might use CN- — each type gets its own independent numbering, withFew readers
  • How to customize default invoice labels
    Every invoice contains labels — headings like "Invoice", "Subtotal", "Tax", "Ship To", and "Qty." — that identify each section and data field. The Labels section in the Visual Editor lets you change default labels on invoices to match your language, local terminology, or brand voice. Whether you need to rename "Tax" to "VAT" or "GST", change "Ship To" to "Deliver To", or translate labels into your customers' language, you can do it all without touching any code. Open the Labels settings ThFew readers
  • How to change invoice date formats
    The Order dates sub-section in the Visual Editor lets you control which dates appear on your invoice and how they are formatted. You can show the order date, issue date, due date, and payment terms — then pick a date format that matches your region or accounting requirements. All order dates on the invoice use the same format, and the live preview updates immediately, so you can see the result before saving. Open the Order dates settings Open the Invoice Falcon app from your ShoFew readers
  • How to customize a template through HTML and liquid variables along with a preview
    Invoice Falcon lets you fully customize your invoice template using HTML and Liquid variables directly in the Code Editor. You can modify the layout, structure, and styling of your invoice by editing the template code, then instantly preview your changes. A built-in Liquid variables reference lists every available variable you can use — from order details and line items to addresses and translations. Open the template editor Open the Invoice Falcon app from your Shopify Admin. ClFew readers
  • How to add paid or unpaid watermarks to Shopify invoices
    Invoice Falcon can display a large, semi-transparent PAID or UNPAID watermark across the centre of your invoices. The watermark is based on the order's payment status in Shopify and updates automatically for each invoice. You enable it with a single checkbox in the Visual Editor — no code needed. Enable the watermark Open the Invoice Falcon app from your Shopify Admin. Click Templates in the left navigation menu. Click the template you want to edit. In the **VisFew readers
  • 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 Open the Invoice Falcon app from your Shopify Admin. Click Templates in the left navigation menu. Click on the template you wFew readers
  • How to Customize Invoice Colors and Fonts
    Invoice Falcon's Visual Editor lets you change the accent color for your invoice headers and choose a custom font — all without editing any code. The accent color applies to section headings, table headers, icons, and links across your invoice. The font setting controls the typeface and base size used for all text in the document. Open the Visual Editor Open the Invoice Falcon app from your Shopify Admin. Click Templates in the left navigation menu. Click on the template yFew readers

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