--- title: "Edit templates with AI" description: "Describe a change to your template in plain words, review it, and apply it." url: https://help.invoicefalcon.com/edit-templates-with-ai/ section: "Templates" last_updated: 2026-10-28 --- # Edit templates with AI > Describe a change to your template in plain words, review it, and apply it. Use this guide if you'd rather describe a template change than look for the setting, for example "hide the SKU and make the title Tax Invoice". By the end, you'll have reviewed and applied the change, and your invoices will use it. ## Before you begin - The AI editor needs the **Pro plan**. On the Free plan the text box and button are locked. - **Apply Changes** saves straight to the template. You don't need to click **Save changes**, and **Discard** won't take it back. Use **Undo** instead. - You can generate up to 20 changes per hour. - Like any template save, applied changes also show on existing invoices the next time they are printed, downloaded or sent. ## What the AI can change | The AI can change | The AI can't change | |---|---| | Which details show or hide, such as SKU, tax or tracking | Your **Business details** | | Labels, such as the invoice title or column names | Language and currency settings | | Accent color, font and font size | Which documents the template is the default for | | Date format and invoice number prefix | The logo image and the template name | | Footer text, store domain and social links | The **Branding** footer setting | | Logo size, or showing and hiding the logo | | | The layout, by editing the template code | | For anything in the right-hand column, use the matching row in the editor's sidebar. See [Customize a template in the visual editor](https://help.invoicefalcon.com/customize-a-template/). ## What customers will see The same as any template change: the next invoice PDF they receive or download uses the updated template. Nothing changes until you click **Apply Changes**. ## Set it up 1. Open your Shopify admin and click **Invoice Falcon** in the left menu. 2. Click **Templates** in the app's menu, then click the template's name. 3. In the **Visual editor** section, click **Open visual editor**. 4. In the editor's sidebar, under **AI**, click **AI editor**. 5. Type what you want in the text box, for example `Hide SKU, change accent color to red, rename title to Tax Invoice`. 6. Click **Generate Changes**. The list of proposed changes appears, and the preview shows **Previewing AI-proposed changes**. 7. Check each change in the list. Each line shows the setting, its current value and the new value. 8. Click **Apply Changes** to save them, or **Cancel** to throw them away. After applying, **Changes applied.** appears with an **Undo** button. Click **Undo** to reverse the whole change. Tips for good results: - Name the thing as it appears on the invoice: "Subtotal", "Ship To", "SKU". - Ask for a few related changes at a time rather than a long list. - If the result isn't right, click **Cancel** and rephrase. ## Check your setup 1. Look at the preview after applying. It now shows the saved template. 2. Open a real order from **Orders**, click **Actions**, then click **Print** to see the change on a real invoice. ## Troubleshooting ### The text box and Generate Changes are greyed out The AI editor needs the **Pro plan**. Click the lock icon next to **AI editor** to see the upgrade options. See [Invoice Falcon pricing and plans](https://help.invoicefalcon.com/pricing-and-plans/). ### No changes detected for this request The AI couldn't match your request to anything in the template, or asked for something it can't change. Rephrase using the words shown on the invoice, or use the matching row in the editor's sidebar. ### Some changes couldn't be applied Part of the request was applied and part wasn't. Check the preview, then ask again for the missing part in different words. ### Rate limit reached You've generated 20 changes in the last hour. Wait a little and try again, or make the change yourself in the editor's sidebar. ### I clicked Discard but the AI change is still there Applied AI changes are already saved, so **Discard** doesn't remove them. Click **Undo** in the **Changes applied.** message, or restore an earlier version. See [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version/). ## FAQ ### Do I need to click Save changes after applying? No. **Apply Changes** saves the template immediately. Other settings you changed by hand in the same session still need **Save changes**. ### Can I undo an AI change later? Yes. Each applied change is saved in the template's version history, labelled with **AI:** and the start of your request. Open **More actions** > **Version history** on the template page and restore an earlier version. ### Will an AI change affect invoices I already sent? Yes, the next time those invoices are printed, downloaded or sent, like any template change. Their numbers and order details stay the same. ### Can the AI change my layout? Yes. It can edit the template code, shown as **Template code: updated** in the list of changes. Check the preview carefully before you apply a layout change. ### How long can my request be? Up to 2,000 characters. The counter under the text box shows how many you've used. ## Related guides - [Customize a template in the visual editor](https://help.invoicefalcon.com/customize-a-template/), for every setting by hand. - [Restore an earlier template version](https://help.invoicefalcon.com/restore-a-template-version/), to roll back a change. - [Change labels and the date format](https://help.invoicefalcon.com/change-labels-and-date-format/), to rename labels yourself. - [Invoice Falcon pricing and plans](https://help.invoicefalcon.com/pricing-and-plans/), to upgrade to Pro.