Choose a template design

Use this guide if you want a different look for your invoices. By the end, you’ll have a new template built from the design you picked, and your customers’ invoices will use it once you set it as the default.

Before you begin

• Picking a design creates a new template. It doesn’t change the template your invoices use now, so you can try a design safely.
• A new template starts with that design’s settings. Your logo, labels and the items you show or hide are set per template, so add them again in the new template. Your business details are shared by all templates and carry over.
• Designs are for invoices, quotes and credit notes. Packing slips keep their own packing slip template.
• All designs are available on every plan.

Choose your setup

Each design card shows a preview with your own store name and address.

Design	Looks like
Standard	Clean layout with the header on the right and a bordered totals box.
Classic	Formal layout with detailed sections, suited to B2B and accounting.
Modern	A colored banner across the top and a colored totals strip.
Minimal	Plain type, lots of space and thin dividing lines.
Compact	Tight spacing that fits more items on each page.
Elegant	A centered serif letterhead for a premium, boutique feel.
Bold	A full-width colored header, large type and a strong total.
Corporate	Boxed sections in a clear grid, for a formal B2B look.
Sidebar	Your details and order info in a colored column on the left, items on the right.
Striped	Alternating row shading so long item lists are easy to read.

What customers will see

Nothing changes for customers until you make the new template the default. After that, every invoice they receive, print or download uses the new design, including invoices for older orders the next time they are sent or downloaded.

Set it up

1. Open your Shopify admin and click Invoice Falcon in the left menu.
2. Click Templates in the app’s menu.
3. Click Create template. The Choose a design page opens.
4. Optional: click Preview on a design to see it full size, then click Close.
5. Click Use this design on the design you want. The new template opens, named after the design.
6. Click Open visual editor and add your logo, color and the details you want to show. See Customize a template in the visual editor.
7. Click Save changes in the bar at the top of the editor, then close the editor with the X at the top.
8. In the General settings section, click Edit, tick Orders under Default for, and click Save in the bar at the top of the page.

To use the design for quotes or credit notes too, tick Draft orders or Credit notes in step 8. See Rename a template and set a default.

Check your setup

1. Click Templates in the app’s menu. The new template shows Orders in the Default for column.
2. Open an order from Orders, click Actions, then click Print. The invoice uses the new design.

Troubleshooting

Preview unavailable on a design card

The thumbnail couldn’t be drawn. You can still click Use this design, then check the result in the template’s Preview tab.

That design could not be applied

The template wasn’t created. Click Use this design again. If it keeps failing, reload the page and try once more.

My invoices still use the old design

A new template isn’t the default for anything until you set it. Tick Orders under Default for on the new template and click Save.

The new template has no logo

Logos belong to each template. Open the visual editor on the new template, click Logo in the sidebar, and upload it. See Add your logo, colors and fonts.

The template name has a number in brackets

You already have a template with that design’s name, so a number such as (1) is added. Rename it in General settings.

FAQ

Can I switch the design of my current template?

No. Create a new template from the design, set it up, then make it the default. Your old template stays in the list until you delete it.

Will the new design change invoices I already sent?

Only once you make it the default. From then on, older invoices use the new design the next time they are printed, downloaded or sent. Their numbers and order details don’t change.

Can I change the colors of a design?

Yes. Each design starts with its own accent color. Change it under Color in the visual editor.

Can I use a design for packing slips?

No. Packing slips use your packing slip template. See Print packing slips.

Can I build my own design?

Yes. Start from the closest design and change its HTML and Liquid code. See Edit a template’s HTML and Liquid code.

Related guides

• Manage your templates, for the full Templates page.
• Rename a template and set a default, to start using your new design.
• Customize a template in the visual editor, to finish the design.
• Add your logo, colors and fonts, to match your brand.