Tip: Every new store gets complimentary white-glove onboarding. In most cases your onboarding specialist sets up and tests everything with you on your call, so you may not need to do this yourself. This guide is here if you would like to test independently or understand exactly what gets checked. Haven't booked yet? See Installing Order Editing on Your Store.
Complete these steps before placing your first test order:
The Order Editing extension is connected to your Thank You Page and Order Status Page. See Connecting Order Editing to Your Checkout Pages.
If your fulfilment setup requires delayed payment capture, it is enabled in Shopify. See Setting Up Delayed Payment Capture.
Your editing window duration is configured in Order Editing settings. Most stores start with 30 to 60 minutes.
Order Editing starts in Draft Mode automatically after installation. In Draft Mode, only your staff can see the Order Editing extension. Your customers see a standard post-checkout experience until you switch to Live Mode.
To see the extension on your own test orders, add your staff email domain to Draft Mode:
In Order Editing, go to Settings and find App Visibility. Confirm it is set to Draft Mode.
Under Staff email domains, enter your company email domain, for example yourstore.com, and click Add.
Place test orders using any email address from that domain. The extension appears for those orders only. Orders placed with any other email see your standard checkout.
Open your store and place an order using an email address that matches your staff email domain.
Complete checkout. You should land on the Thank You Page with the Order Editing extension visible and a countdown timer showing the editing window.
Warning: Use a real payment method, not Shopify's test or bogus gateway. The test gateway captures payment instantly, which closes the authorization window before Order Editing can run. The extension will not appear.
While the editing window is open, test each feature you have enabled:
Feature | What to check |
Switch variant | Change a size or colour. Confirm the update appears in Shopify admin. If the new variant costs more, confirm the customer is charged the difference. |
Adjust quantity | Increase or decrease a quantity. Check the order total recalculates correctly. |
Edit shipping address | Change the delivery address. Confirm it updates in Shopify admin. If address validation is enabled, confirm it validates the new address. |
Add a product | Add a product via the catalog or upsell extension. Verify it appears in the order and the additional charge is captured. |
Apply a discount code | Enter a valid code. Confirm the order total adjusts correctly. |
Cancel the order | Test a cancellation. Verify the refund processes and the cancellation notification fires if enabled. |
Tip: Let the editing window expire on one test order to confirm the extension disappears and the order can no longer be modified. You can temporarily reduce your editing window to 1 minute in settings to speed this up, then restore your preferred duration before going live.
If you use delayed payment capture, check that it is working correctly:
Open the test order in Shopify admin immediately after placing it. The payment status should show as Authorized, not Paid.
Wait for the editing window to close.
Refresh the order. The payment status should now show as Paid.
Note: Skip this section if your fulfilment setup uses order holds instead of delayed payment capture. Check your integration article if you are unsure which applies to your setup.
Open the order confirmation email sent to your test address and click View your order.
Confirm the Order Editing extension appears on the Order Status Page.
If the editing window is still open, make an edit from this page to confirm it works identically to the Thank You Page.
When you are satisfied with your test results, run through the Going Live Checklist, then switch Order Editing on for all customers.
In Order Editing, go to Settings and find App Visibility.
Switch from Draft Mode to Live Mode and confirm the change.
Order Editing is now live. All new orders will include the editing window for your customers.
For the first few hours, place a non-staff order to confirm the Order Editing extension appears for regular customers. Then check:
What to check | What you want to see |
Extension visible to customers | Full editing panel with countdown timer on the Thank You Page |
Edits processing correctly | Customer edits appear as order modifications in Shopify admin with correct pricing |
Payments handling correctly | Upgrades charge the difference. Downgrades issue a refund. |
Integrations syncing | Your fulfilment partner receives orders after the editing window closes, not before |
Check the Order Editing Home page over the next few days to see editing activity, payment captures, and any errors flagged in the dashboard.
The next step is to update your order confirmation email so customers know they can edit their order. See Updating Your Order Confirmation Email.
Check that the Order Editing extension is added to both the Thank You Page and the Order Status Page in the Shopify checkout editor and that you saved after adding it. Also confirm your email matches your staff email domain in Draft Mode. If you used a personal email for the test order, Order Editing will not show. See Connecting Order Editing to Your Checkout Pages.
Payment capture is set to automatic in Shopify. Switch it to Manual under Shopify admin > Settings > Payments > Payment capture method. See Setting Up Delayed Payment Capture.
Publishing a new checkout profile in Shopify does not carry over app extensions automatically. Re-add the Order Editing extension to both pages in the Shopify checkout editor and save.
Confirm your editing window is not set to 0 minutes, and check that no Editing Restrictions are blocking those orders under Settings > Editing Restrictions, for example a restricted order tag, sales channel, or fulfilment location. Restrictions take precedence and will keep matching orders uneditable even in Live Mode.
