Before You Go Live

Run through this checklist before switching Order Editing from Draft Mode to Live Mode. Each item should be ticked off before your customers start seeing the Order Editing extension.

Tip: Your onboarding specialist works through this checklist with you on your complimentary onboarding call and switches you live when everything looks right. Haven't booked yet? See Installing Order Editing on Your Store.

Setup Checklist

Payment capture

☐ Payment capture method is set to Manually in Shopify Settings > Payments.

☐ Test order confirmed as Authorized immediately after checkout, not Paid.

☐ Test order changed to Paid automatically after the editing window closed.

Note: Skip this section if your fulfilment setup uses order holds instead of delayed payment capture. Check your integration article if you're unsure.

Extensions connected

☐ Order Editing extension added and saved on the Thank You Page in the Shopify checkout editor.

☐ Order Editing extension added and saved on the Order Status Page in the Shopify checkout editor.

Editing window configured

☐ Editing window duration set to your preferred time, 30 to 60 minutes is recommended for most stores.

☐ Editing features (Shipping Address Edits, Switch Product Variants, Quantity Edits, and so on) configured to match what you want to offer.

Test order completed

☐ Test order placed using a staff email address.

☐ Order Editing extension appeared on the Thank You Page.

☐ Order Editing extension appeared on the Order Status Page.

☐ Test edit (address, variant, or quantity change) made and confirmed in Shopify admin.

Order confirmation email updated

☐ Order confirmation email updated to mention the editing window. See Updating Your Order Confirmation Email.

Integration setup complete (if applicable)

☐ If you use a fulfilment partner, WMS, or ERP: integration setup completed and tested per your partner's integration guide.

Go Live

Everything ticked? Here's how to switch Order Editing on for your customers:

1. In the Order Editing app, open Settings.

2. Find App Visibility.

3. Switch from Draft Mode to Live Mode.

4. Confirm the change.

Success: Order Editing is now live. All new orders from your customers will include the editing window.

After Going Live

Place a real order, or have a colleague do it, to confirm the experience looks right in Live Mode. The Order Editing extension should appear for all customers, not just staff.

Check the Order Editing Home page over the next few days. You'll see editing activity, payment captures, and any errors flagged in the timeline.

If anything isn't working as expected, contact Order Editing support from within the app. Include your store URL and a description of what you're seeing.