✏️Editing Orders from the Backend

Edit, invoice and complete a manual order from the app — change products, addresses, discounts and shipping, email the invoice, or mark it as paid.

Open a saved manual order to change it, email the invoice to the customer, mark it as paid or download the invoice.

Find and open the order

1. Go to B2B orders & discounts › Manual Orders. The list shows each draft order with its Customer, Date, Total and Order status (Open or Completed). Click Refresh from Shopify to pull the latest data.

2. Click the pen icon in the Action column. The Edit order page opens with the products, order summary, customer and addresses.

Clicking the order ID opens the draft order in Shopify admin instead of the app.

You can also start from Import draft order on the Create order page and choose Import to edit. See Create an order.

Open an order from the list

Change and save

• Change products and quantities.

• Use Add discount, Edit shipping or Tax in the order summary.

• Click Edit on Shipping address or Billing address.

• Change the tags and notes in the right column.

Click Save in the save bar. A Draft order updated message confirms the change.

Edit a draft order

Email the invoice

1. Next to Invoice, click Send invoice.

2. Check To (the customer email), choose From, tick Send BCC to if needed, and edit the Subject and Custom message (optional).

3. Click Preview invoice, then Send invoice.

Preview invoice saves your latest changes to the draft order first. The email uses Shopify's invoice template, which you edit in Shopify admin under Notifications. The customer pays through your Shopify checkout.

Send the invoice

Mark the order as paid

If the customer paid outside Shopify, click Mark as paid under Payment, then Create order. The app saves the draft order and completes it as a paid order in Shopify, and its status becomes Completed.

Finish your edits first: a completed order is locked for editing in the app.

Send invoice and Mark as paid are greyed out until the order has products, Payment due later is unticked and Manual Orders is switched on.

Download the invoice

On a Completed order, click Download invoice at the top of the page to open the invoice in Sufio: Professional Invoices. This needs the Sufio integration turned on in Integrations. Learn how to set up the Sufio integration →

Delete orders

On the Manual Orders list, select the orders and click Delete, then confirm. Deleting a draft order is permanent.

FAQ

The draft order was deleted in Shopify. What now? The app shows Can't view a deleted order. Click Create order in that message to start a new one.

Can I edit a completed order? No. Use Import draft order › Import to create to copy it into a new draft.

If you need further assistance, please feel free to reach us at [e-mail] or Live Chat.