--- title: "Customize a template in the visual editor" description: "Change what your invoices show and how they look, with a live preview and no code." url: https://help.invoicefalcon.com/customize-a-template/ section: "Templates" last_updated: 2026-10-28 --- # Customize a template in the visual editor > Change what your invoices show and how they look, with a live preview and no code. Use this guide if you want to change a template without touching code: add your logo, pick colors, and choose which details appear. By the end, you'll know how to open the visual editor, find any setting, and save your changes so customers get the updated invoice. ## Before you begin - Changes apply only to the template you are editing. Your **Business details** are the exception: they are shared by every template. - Saving changes how **existing** invoices look too, the next time they are printed, downloaded or sent, because each PDF is rebuilt with the template as it is now. Invoice numbers and order details don't change. - Most settings save only when you click **Save changes**. A few save the moment you change them: adding or removing the logo, the **Branding** setting, and AI changes you apply. - The visual editor is on every plan. The **AI editor** and hiding the Invoice Falcon footer need the **Pro plan**. ## What customers will see The invoice PDF they receive by email, print or download from their account uses your saved template. Settings you turn off disappear from the PDF. Details that depend on the order, such as a PO number or tracking numbers, only print when the order has them. ## Open the visual editor 1. Open your Shopify admin and click **Invoice Falcon** in the left menu. 2. Click **Templates** in the app's menu. 3. Click the template's name. The template page opens. 4. In the **Visual editor** section, click **Open visual editor**. The editor opens full screen, titled **Edit Template:** and your template name. You can also click one of the boxes above the button, such as **Logo**, **Color** or **Date format**, to open the editor straight at that setting. ## Find your way around The editor has two parts: - **The editor's sidebar** on the left lists the settings. Click a row to open it, and click the back arrow at the top of the sidebar to return to the list. To jump to a setting, type in **Search settings**, for example "SKU" or "tax". - **The preview** on the right shows the invoice as you change it, using a sample order with your own business details. On a phone, switch between the two with the **Settings** and **Preview** tabs. The sidebar has four groups: | Group | Rows | Guide | |---|---|---| | **AI** | **AI editor** | [Edit templates with AI](https://help.invoicefalcon.com/edit-templates-with-ai/) | | **Style** | **Logo**, **Color**, **Fonts**, **Branding** | [Add your logo, colors and fonts](https://help.invoicefalcon.com/add-your-logo-and-branding/) | | **Content** | **Business details** | [Add your business details](https://help.invoicefalcon.com/add-your-business-details/) | | | **Order information** | [Show order numbers, dates and tags](https://help.invoicefalcon.com/show-order-details/) and [Set invoice numbers and prefixes](https://help.invoicefalcon.com/set-invoice-numbers/) | | | **Payment information**, **Shipping information** | [Show payment and shipping information](https://help.invoicefalcon.com/show-payment-and-shipping-information/) | | | **Items information** | [Show product details on invoices](https://help.invoicefalcon.com/show-product-details/) | | | **Order total information** | [Show totals, discounts and shipping](https://help.invoicefalcon.com/show-totals-discounts-and-shipping/) and [Show tax details on invoices](https://help.invoicefalcon.com/show-tax-details/) | | | **Customer information**, **Extra information**, **Social information** | [Add notes, a footer and social links](https://help.invoicefalcon.com/add-notes-footer-and-social-links/) and [Add a paid or unpaid watermark](https://help.invoicefalcon.com/add-a-paid-or-unpaid-watermark/) | | **Language & currency** | **Language**, **Currency** | [Invoices in your customer's language](https://help.invoicefalcon.com/invoices-in-your-customers-language/) and [Invoices in your customer's currency](https://help.invoicefalcon.com/invoices-in-your-customers-currency/) | | | **Labels** | [Change labels and the date format](https://help.invoicefalcon.com/change-labels-and-date-format/) | **Language** and **Currency** apply to all templates, so they are set in **Settings**. Click **Go to Settings** in either row to open them. ## Set it up 1. [Open the visual editor](#open-the-visual-editor) on the template you want to change. 2. In the editor's sidebar, click the row for the setting, for example **Items information**. 3. Change the setting, such as ticking **Show product SKU**. The preview updates as you go. 4. Click the back arrow at the top of the sidebar to pick another row, and repeat. 5. Click **Save changes** in the bar at the top of the editor. A **Customizer settings saved** message confirms the save. To undo everything since your last save, click **Discard** instead. Closing the editor without saving also throws away unsaved changes. ## Check your setup 1. Close the editor and click the **Preview** tab in the **Edit template content** section of the template page. It shows the saved template. 2. Open a real order from **Orders**, click **Actions**, then click **Print**. Check the PDF, since a real order may have details the sample order doesn't, and fonts can look slightly different in the PDF. ## Troubleshooting ### My changes disappeared They weren't saved. Changes are only kept when you click **Save changes** before closing the editor. Make them again and save. ### The preview shows Error rendering template The template's code has an error, usually from a code edit. Undo the last code change in the **Code** tab, or go back to a working version. See [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version/). ### Failed to save customizer settings The save didn't go through. Click **Save changes** again. If it keeps failing, reload the page, which loses unsaved changes, and make them again. ### A setting shows in the preview but not on a real invoice The preview uses a sample order that has every detail filled in. A real invoice only shows a detail when the order has it, for example a PO number, a discount code or tracking numbers. Check the order in Shopify. ### My business details changed on another template That's expected. **Business details** are shared by every template, so saving them in one template updates all of them. ### Search settings finds nothing Try a shorter or different word, such as "tax" instead of "VAT number". If nothing matches, the message **No settings match** appears; browse the rows instead. ## FAQ ### Will my changes affect invoices I already sent? Yes, the next time they are printed, downloaded or sent, they use the saved template. A PDF a customer already downloaded doesn't change, and invoice numbers and order details stay the same. ### Can I try changes without affecting my live invoices? Yes. Duplicate the template first, from **More actions** > **Duplicate** on the template page, and edit the copy. Make the copy the default when you're happy with it. See [Manage your templates](https://help.invoicefalcon.com/manage-your-templates/). ### Can I undo a save? Yes. Open the template page, click **More actions**, then **Version history**, and restore an earlier version. See [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version/). ### Can I change one invoice without changing the template? Yes, on the **Pro plan**. Edit that invoice from its order page. See [Edit an invoice](https://help.invoicefalcon.com/edit-an-invoice/). ### Do I need to know code? No. Everything in the visual editor works without code. If you want full control over the layout, see [Edit a template's HTML and Liquid code](https://help.invoicefalcon.com/edit-template-html-and-liquid/). ## Related guides - [Add your logo, colors and fonts](https://help.invoicefalcon.com/add-your-logo-and-branding/), to match your brand. - [Add your business details](https://help.invoicefalcon.com/add-your-business-details/), to show your address and tax number. - [Edit templates with AI](https://help.invoicefalcon.com/edit-templates-with-ai/), to describe changes in plain words. - [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version/), to undo changes.