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App Settings

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App Overview

What Is Order Editing?How Order Editing Works What Is Delayed Payment Capture?Getting Started with Shopify Sidekick and Order Editing

Getting Started

Install OrderEditing Extension on Thank You & Order Status Pages Installing Order Editing on Your Store Testing Your Setup and Going Live Going Live Checklist How to add an editing message to your order confirmation email How to Uninstall Order Editing

Content Blocks

How to Create and Manage Content Blocks How to use the Campaign image content block How to Use the FAQ Content Block How to Use the Featured Review Content Block How to Use the Included in Your Order Content Block How to Use the Rewards Bar Content Block How to Use the Subscription Benefits Content Block How to Use the Trust Badges Content Block How to Use the Product List Upsells Content Block How to Use the Payment Icons Content Block How Discounts Affect Rewards Bar Progress How to Add a Countdown to a Scheduled Offer

Order Editing

Order Activity

Order Insights on the Shopify Order Page Order Editing Actions in the Shopify Admin Order Editing Tags Understanding Order Editing Timeline Events

App Blocks

Setting Up Checkout Line Item Editing Shipping Address Edits Change Products Quantity Edits Product Search Shipping Methods Contact Information Post-Purchase Discount Codes Order Cancellations Downloadable Invoices Custom Attributes Gift Notes Reschedule Order Delivery Switch Payment Methods Support Tickets (Contact Form)Understanding Editing Features Product Carousel Getting Started with the Customer Accounts Help Center How to Add File Uploads to Contact and Cancellation Forms Setting Up Cancellation Retention Flows How to Download an Invoice from Customer Accounts

App Settings

Editing Window & Order Holds

Fulfillment Conditions Pre-Orders Order Editing Order Holds Editing Time Preparing Order Editing for Flash Sales

Editing Rules

Editing Rules and Automations Creating Editing Rules and Automations Order Editing Rule Examples

Restrictions & Contracts

Editing Restrictions Using Contracts with Order Editing Rules

Product & Order Change Settings

Hidden Products Order Downgrades Inventory Management Bundle Editing Setting Up the Order Editing Customer Survey

Shipping Settings

Available Shipping Methods Shipping Recalculation

Payment Capture & Unpaid Edits

Payment Capture Payment Capture Settings Reverse Unpaid Order Edits

Discounts & Incentives

Free Shipping Tiers Recalculate Discount Codes Post-Purchase Discounts Available Collections Why Order Editing Creates Discount Codes in Shopify

Compliance & Risk

Tax Recalculation Fraud Prevention

EU Withdrawal

EU Withdrawal with Order Editing Set Up the EU Withdrawal Rule Notify Your Team About Withdrawal Requests EU Withdrawal FAQ

Localization & Notifications

Localization Order Editing Notifications Add an Invoice Link to Shopify Emails

Organization

Troubleshooting & FAQ

Why Is This Order on Hold or Stuck?Why Didn't My Edit Save or Apply?Why Can't This Order Be Edited?What Customers Can Change on a Pickup Order

Strategies

Getting Started

What Are Upsells?Getting Started with Upsells Upsell Pages and Placements Installing Upsell Extensions

Strategies and Configuration

How to Customize Your One-Click Upsell Page Upsell Customer Targeting Understanding Upsell Strategy Matching Creating an Upsell Strategy Configuring Upsell Settings Customizing Shopify Checkout Branding Reviewing Upsell Strategy Activity and Change History Running an A/B Test for an Upsell Strategy Using Custom Data Sources for Upsell Offers Prioritize Similar Products with Product Affinity Signals Export and Import Upsell Strategies How to Group Upsell Strategies into a Campaign How to arrange metafields on upsell product cards Customer Orders Count Upsell Rule

Product Modules

Product Modules Upsell Products from Cart Module Upsell / Downsell Module Subscription Upsell Module Single Product Module AthosCommerce (Searchspring) Recommendations Module Related Products Module Metafields Module Mix and Match Products Module Keyword Search Module Smart Recommendation Module Nosto Recommendations Module Recently Viewed Module Group of Products Module Complementary Products Module Collection Module Understanding Product Modules Setting Up the Recent Bestsellers Module Setting Up the SKU Matches Module Setting Up the SKU Similarity Module Setting Up the Swish Wishlist Module Setting Up the Upgrade to Subscription Module How to Use Profit Peak Recommendations in an Upsell

Placement Setup Guides

Setting Up the One-Click Upsell Setting Up Order Status Page Upsells Setting Up Thank You Page Upsells Setting Up the Free Shipping Upsell Setting Up Checkout Upsells Send Order Status Page Upsells with Klaviyo Setting Up Checkbox Upsell How to Preview a Free-Shipping Offer How to Add Line-Item Highlights How to customize an upsell strategy's appearance

Upsell Best Practices

How to Optimize Upsell Performance Upsell Best Practices by Vertical Checkout Upsell Best Practices One-Click Upsell Best Practices Free Shipping Upsell Best Practices

Troubleshooting & FAQ

Fallback Strategy Migration FAQ Troubleshooting Upsells Why Isn't My One-Click Upsell Appearing?

Address Validation

Getting Started

What Is Address Validation Testing Address Validation Setup Getting Started with Address Validation

Features & Configuration

Verification Conditions and Cost Control Customising Validation Messages and Translations Post-Checkout Address Correction Validation Rules Address Autocomplete Phone Number Requirements during Address Edits

Address Suggestions Showing Incorrectly FAQ: Address Validation Why Isn't Address Validation Triggering?

Analytics & Reporting

Dashboard & Metrics

Upsell Strategy Analytics Analytics Dashboard Address Validation Analytics

Integrations

3PL & Fulfilment

Integrating with ShipBob Integrating with Mintsoft Integrating with ShipHero Integrating with ShipStation Order Editing and 3PLs Order Editing and Fulfilment & Shipping Platforms

Marketing

Integrating with Klaviyo Integrating with Postscript Integrating with Yotpo Order Editing and Marketing Tools

Fraud & Risk

Order Editing and Fraud & Risk Tools

Returns & Exchanges

Integrating with Swap Global Order Editing and Returns & Exchanges Tools

Merchandising

Integrating with Rebuy Integrating with Athos Commerce Order Editing and Merchandising Tools Integrating with Nosto Getting started with Constructor recommendations

Subscriptions & Bundles

Integrating with Recharge Order Editing and Subscriptions & Bundles

Customer Support

Order Editing and Customer Support Tools

Tax & Compliance

Order Editing and Tax & Compliance Tools Set Up Global-E and Managed Markets

Other

Order Editing and Other Integrations

OMS & Inventory

Order Editing and Inventory & Warehouse Systems

Shopify Flow

Shopify Flow and Order Editing

Automation & iPaaS

Order Editing and Automation & iPaaS Platforms

ERP

Order Editing and ERP Systems

Account & Billing

FAQ: Billing and Account Billing & Subscriptions

Network Offers

Getting Started with Network Offers How to Replace a Partner Ad Banner Image

All collections›App Settings

App Settings

Configure editing windows, restrictions, shipping, payment capture, notifications, compliance, and fulfillment readiness.

39 articles

More in App Settings

Editing Window & Order Holds5 articles · When editing starts, when it stops, and what happens in between. Controls the time window, fulfilment triggers, holds, and payment capture timing.Editing Rules3 articles · Limit what customers can change. Block specific products, order types, or actions from being modified during the editing window.Restrictions & Contracts2 articles · Control which orders or products can be edited using restrictions and contracts.Product & Order Change Settings5 articles · What happens when customers add, remove, swap, or downgrade products. Covers bundles, inventory allocation, hidden products, promoted collections, discounts, and unpaid edit reversals.Shipping Settings2 articles · Control how shipping costs, free shipping thresholds, and available shipping methods are handled when customers modify their orders.Payment Capture & Unpaid Edits3 articles · Configure payment capture, delayed capture, and unpaid order edit behavior.Discounts & Incentives5 articles · Configure discount recalculation, free shipping tiers, promoted collections, and post-purchase incentives.Compliance & Risk2 articles · Tax recalculation, fraud prevention, address validation, and payment method settings. Ensures edited orders stay compliant with your store's financial and regulatory requirements.EU Withdrawal4 articles · Set up the EU withdrawal contact form, support-ticket holds, notifications, and customer confirmation flow.Localization & Notifications3 articles · Customer-facing settings: email notifications for edit events, language and locale options, and pre-order editing behaviour.Organization1 article · Manage your organization and its settings Troubleshooting & FAQ4 articles · Fix common editing issues and get answers to frequently asked questions.