How To Edit Products, Options, Fees, and Taxes on Existing Orders

Easily update pricing, options, fees, and taxes for a specific order.

Sometimes you may need to make changes to an order after it's been created—whether that’s adjusting the product price, modifying options, or applying/removing fees and taxes. Here’s how to do it.

  1. Go to the Orders page in the dashboard.
  2. Find and select the order you want to update.
  3. Click the order number to open the full order details.
  4. Scroll down to the Order section and click the Edit button.
  5. Make any necessary changes to the order:
    1. Products and Quantity: Use the dropdown to change the product. Enter a custom price or adjust the quantity as needed. To remove a product, click the trash icon next to it.
    2. Product Options: If product options are available, tick or untick the checkboxes to add or remove them. You can also enter a custom price or adjust the quantity per option.
    3. Fees: Set a custom price or use the Description slider to add a note about the fee. To remove a fee, click the trash icon next to it. Click Add Fee to apply additional charges. 
    4. Discounts: Add a custom discount or use the Description slider to include a note. Click the trash icon to remove a discount. Use the Add Discount button to apply additional discounts.
    5. Taxes: Taxes are automatically applied based on region. If you need to exclude a tax, use the Zero Out toggle next to it and select a reason. This is useful for tax-exempt projects or special billing rules.
    6. Notes: Add any relevant notes you'd like to appear on the customer’s invoice.  
  6. Any changes you make will automatically reflect in the Order Summary.
  7. Click Save to apply your updates to the order.