Allow customers to modify their orders post purchase — updating quantities, swapping items, removing products and many more. It empowers self-service, reduces support tickets, and keeps customers happier by giving them more control over their purchases.

For a complete guide to this feature, head over to Item Edits and scroll down to Order Edit for a detailed walkthrough of the entire process.

This feature allows customers to seamlessly exchange one product for another after completing their purchase. Instead of canceling and reordering, customers can directly swap an item for a different size, color, or variant. This improves convenience, reduces unnecessary cancellations, and helps merchants keep the order (and the revenue) intact.

For a complete guide to this feature, head over to Item Edits → Replace Items to see full workflow.

The Restocking Fee feature in Account Editor allows you to charge customers a small fee when they cancel or return items. This helps recover handling costs, discourages unnecessary cancellations, and ensures your business isn’t losing money on frequent changes. Merchants can configure the fee amount and apply it automatically during cancellations.

For a complete guide to this feature, head over to Cancellations → Restocking Fee to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Cancellations → Restocking Fee

The Shipping Address Editing feature in Account Editor allows customers to update or correct their delivery address after placing an order. This helps prevent failed deliveries, reduces support intervention, and ensures packages reach the right destination without delays. Merchants can enable or restrict address changes based on order status or fulfillment stage.

For a complete guide to this feature, head over to Address Edits → Shipping Address Editing to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Address Edits → Shipping Address Editing

The Change Shipping Method feature in Account Editor lets customers switch their delivery option after placing an order. They can upgrade from standard to faster shipping. This flexibility improves the customer experience while reducing the need for support tickets and manual adjustments.

For a complete guide to this feature, head over to Address Edits → Change Shipping Method to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Address Edits → Change Shipping Method

The Recalculate Shipping Fee feature in Account Editor automatically updates shipping charges whenever customers edit their order. If items are added, removed, or if the shipping method is changed, the app recalculates costs in real time to ensure accurate charges and prevent underpayments or overcharges.

For a complete guide to this feature, head over to Address Edits → Recalculate Shipping Fee to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Address Edits → Recalculate Shipping Fee

The Recalculate Taxes feature in Account Editor ensures that tax amounts are always correct after an order is edited. Whether customers add or remove items, change quantities, or update their shipping method, taxes are automatically recalculated to stay compliant with regional tax rules. This saves time and prevents manual adjustments by your team.

For a complete guide to this feature, head over to Address Edits → Recalculate Taxes to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Address edits → Recalculate Taxes

The Download Invoice feature in Account Editor allows customers to instantly download a copy of their order invoice after making changes. This gives them easy access to updated records for payments, accounting, or business needs without waiting for manual support. Merchants can offer different formats or templates to match their branding.

For a complete guide to this feature, head over to Invoices → Download Invoice to see the full workflow.

Where to find this setting in the Account Editor app:
Engagements → Invoices → Self-serve invoicing

The Address Validation & Suggestions feature in Account Editor helps prevent failed deliveries by checking customer addresses and providing real-time suggestions during edits. Customers see corrections or alternative matches (like missing postal codes or city name corrections) before finalizing their changes. Merchants can reduce shipping errors, avoid extra costs, and ensure accurate order fulfillment.

For a complete guide to this feature, head over to Address Edits →Smarter address input and Validate customer addresses to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Address Edits → Smarter address input and Validate customer addresses

The Invoice Customization feature in Account Editor lets merchants design and manage multiple invoice templates to match their business needs. You can customize layouts, add your store branding, and support different languages for international customers. This ensures every customer receives professional, on-brand documentation for their orders.

For a complete guide to this feature, head over to Invoices → Change invoice template to see the full workflow.

Where to find this setting in the Account Editor app:
Engagements → Invoices → Change invoice template

The Customer Notifications feature in Account Editor keeps shoppers updated with real-time emails whenever they edit, cancel, or update their orders. You can also send automated reminders for pending payments or notify them when their edit window is about to expire. This ensures customers stay informed, reduces confusion, and builds trust in the post-purchase experience.

For a complete guide to this feature, head over to Emails -> Emails to customer to see the full workflow.

Where to find this setting in the Account Editor app:
Engagement -> Emails -> Emails to customer

The Staff Notifications feature in Account Editor alerts your internal team whenever important order changes occur. Whether a customer edits an order, cancels it, or accepts an upsell offer, your staff can be notified instantly via email. This keeps your operations team in sync, reduces missed updates, and helps ensure smooth order fulfillment.

For a complete guide to this feature, head over to Emails -> Emails to staff to see the full workflow.

Where to find this setting in the Account Editor app:
Engagements → Emails → Emails to Staff

The Time Left to Edit notification setting in Account Editor is designed to keep customers informed about how much time they have left to make changes to their orders after placing them. Once enabled, this feature automatically sends reminder emails to customers, up to three times, during the editable window. Merchants can configure the timing of each reminder by setting the interval after which the emails should be sent. For example, the first reminder can be sent 1 minute after the order is placed, followed by a second reminder 3 minutes later, and a final reminder 5 minutes after that. This helps ensure that customers are clearly aware of their remaining time to make edits, reducing missed opportunities and improving the post-purchase experience. The email content can also be customized by clicking the Edit email link, allowing merchants to align the message with their brand tone and policies.

Steps to Enable the Feature:

1) Navigate to the Account Editor dashboard

2) Click on the Engagements tab in the left- hand menu

3) Turn on the toggle for time left to edit to activate the feature

4) Set the reminder schedule

5) Click Save to apply changes

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The Payment Reminders feature in Account Editor is designed to help merchants automatically follow up with customers who have pending payments after editing their orders. This setting allows you to configure up to three automated reminders, with customizable intervals between each one. For instance, the 1st reminder is sent 10 minute after the order becomes pending payment, the 2nd reminder is sent 10 minutes after the first, and the 3rd reminder follows 10 minutes after the second.

Steps to Enable the Feature:

1) Navigate to the Account Editor dashboard

2) Click on the Engagements tab in the left-hand menu

3) Turn on the toggle for Payment Reminders section to activate the feature.

4) Set the reminder schedule

5) Click Save to apply your changes

The Add Upsell Item notification feature in Account Editor allows merchants to automatically notify customers via email when an upsell opportunity is available after a purchase has been made. Once enabled, customers receive a tailored email highlighting the upsell offer, helping drive additional revenue and improving the customer shopping experience. Merchants can also customise the content of the email by clicking the “Edit email” option, ensuring that messaging aligns with their brand and offer strategy.

Steps to Enable the Feature:

1) Navigate to the Account Editor dashboard

2) Click on the Engagements tab in the left- hand menu

3) Scroll down to locate the Add Upsell Item section.

4) Toggle the switch to enable upsell notifications.

5) Click Save to apply your changes.

The Order Cancellation notification setting in Account Editor allows merchants to automatically send an email to customers when they cancel an order using the app. This ensures that the customer receives timely confirmation and details of the cancellation, helping maintain transparency and trust throughout the post-purchase experience. They also have the option to customize the email content using the Edit email link provided.

Steps to Enable the Feature:

1) Navigate to the Account Editor dashboard

2) Click on the Engagements tab in the left- hand menu

3) Then, enable the Order Cancellation email notifications.

4) Click Save to apply your changes.

Once enabled, customers will automatically receive an email when they cancel an order through the Account Editor interface.

The Create Upsell Offers feature in Account Editor lets you boost revenue by showing customers personalized product suggestions after purchase. These upsells can be displayed on the Thank You page or Order Status page, encouraging customers to add more items to their order. By targeting offers based on products, cart value, or customer tags, merchants can increase average order value without extra effort.

For a complete guide to this feature, head over to Upsells → Set upsell discounts to entice customers to see the full workflow.

Where to find this setting in the Account Editor app:
Engagements → Upsells → Create Upsell → Set upsell discounts to entice customers.

The Upsell Countdown Banner feature in Account Editor helps create urgency and boost conversions by showing a limited-time timer on upsell offers. When enabled, customers will see a countdown displayed on the upsell widget (e.g., on the Thank You page or Order Status page), encouraging them to act quickly before the offer expires.

You can fully customize the banner:

This feature is ideal for creating urgency and driving faster post-purchase decisions.

For a complete guide to this feature, head over to Upsells → Countdown banner to see the full workflow.

The Upsell Widget View Controls feature in Account Editor allows you to customize how upsell offers appear to customers. You can choose between list view or carousel display modes, adjust the widget placement (Thank You page, Order Status page, or Customer Account page), and configure product visibility. These controls give you flexibility to design upsells that match your store’s branding and customer experience.

For a complete guide to this feature, head over to Upsells → Select the View for Upsell Widget to see the full workflow.

Where to find this setting in the Account Editor app:
​Engagements → Upsells → create upsell

The Add Upsell Item Notifications feature in Account Editor lets you follow up with customers by sending them targeted emails about upsell products. These notifications highlight additional items that can be added post-purchase, encouraging customers to enhance their order even after checkout. This drives extra sales while keeping the shopping experience seamless and engaging.

For a complete guide to this feature, head over to Emails → Add upsell item to see the full workflow.

Where to find this setting in the Account Editor app:
Engagements → Emails → Add upsell item

The Discount Recalculation feature in Account Editor automatically adjusts order totals whenever customers edit their orders. If items are added, removed, or swapped, the app recalculates existing discounts to ensure they are applied correctly. This prevents over-discounting or missed discounts, keeping totals accurate and saving merchants from manual corrections.

For a complete guide to this feature, head over to Discount → Discount Recalculation to see the full workflow.

Where to find this setting in the Account Editor app:
Admin → Discount→ Discount Recalculation

The Post-Purchase Discounts feature in Account Editor allows you to offer targeted discounts immediately after a customer completes checkout. These discounts can be applied to upsell products or order edits, encouraging customers to spend more while they are still engaged. By offering timely incentives, merchants can increase conversions and average order value without disrupting the original checkout flow.

For a complete guide to this feature, head over to Discount → Post-Purchase Discounts to see the full workflow.

Where to find this setting in the Account Editor app:
Admin→ Discount→ Post-Purchase Discounts

The Cancellation Retention feature in Account Editor helps prevent lost sales by showing an incentive when a customer starts the cancellation process. Instead of losing the order, you can offer a discount, free shipping, free gift, store credit, or gift card to encourage them to keep it.

When enabled, you can create rules to define how and when incentives appear:

This feature helps improve retention, reduce cancellations, and keep revenue steady.

Where to find this setting in the Account Editor app:
Engagements → Cancellations → Enable Cancellation Retention → Create Rule

The Custom Edit Timeframes feature in Account Editor gives merchants full control over how long customers can edit their orders after purchase. You can set flexible windows (for example, 1 hour, 24 hours, or custom durations) to align with your fulfillment process. This helps prevent last-minute changes after an order is already packed or shipped, while still offering customers a convenient self-service option.

For a complete guide to this feature, head over to Time period→ Edit timeframe settings to see the full workflow.

Where to find this setting in the Account Editor app:
Admin → Time period → Edit timeframe settings

The Hold & Reverse Unpaid Edits feature in Account Editor helps merchants avoid revenue loss by automatically holding order edits that have not been paid for. If a customer adds items or increases order value but doesn’t complete payment, the app will keep the edit on hold and revert it if payment isn’t received within the set timeframe. This ensures orders remain accurate and prevents uncollected charges.

For a complete guide to this feature, head over to Time period →Order hold and revert settings to see the full workflow.

Where to find this setting in the Account Editor app:
Admin → Time period → Order Hold & Reverse Unpaid settings

The Trigger Shopify Flow on Cancellation feature in Account Editor allows you to automate downstream actions whenever a customer cancels an order. For example, you can notify your fulfillment team, tag the order for review, or trigger a refund process automatically. This ensures cancellations are handled consistently and efficiently without manual intervention.

For a complete guide to this feature, head over to Cancellation → Cancel & refund options to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Cancellation → Cancle & refund options

The Editing Restrictions feature in Account Editor lets you define exactly which orders or products can be changed by customers. You can block edits for specific products, limit editing to certain customer groups, or use order tags to control eligibility. This gives merchants granular control over edits, preventing unwanted changes and keeping fulfillment workflows consistent.

For a complete guide to this feature, head over to Time Period → Editing Restrictions to see the full workflow.

Where to find this setting in the Account Editor app:
​Admin → Time period → Editing Restrictions

The Post-Purchase Fraud Prevention feature in Account Editor allows you to safeguard your store by limiting suspicious or high-risk edits. Merchants can block changes once an order is fulfilled, restrict certain customer groups, or set rules that prevent repeated cancellations and swaps. These controls help reduce fraud while maintaining a positive editing experience for genuine customers.

For a complete guide to this feature, head over to Integration to see the full workflow.

Where to find this setting in the Account Editor app:
Admin → Integration

The Auto Refund feature in Account Editor streamlines cancellations and edits by automatically processing refunds when certain conditions are met. Instead of manually reviewing and issuing refunds, merchants can configure rules that trigger automatic refunds for eligible cases. This saves time, reduces errors, and ensures customers receive quick, hassle-free resolutions.

For a complete guide to this feature, head over to Cancellation → Cancel & refund options to see the full workflow.

Where to find this setting in the Account Editor app:
Edits → Cancellations → Cancel & refund options

The Multi-Language Support feature in Account Editor allows you to offer a localized experience to your customers. Both the self-service portal and email notifications can be displayed in multiple languages, ensuring international customers can easily understand and use the editing options. Merchants can customize translations and provide a seamless, branded experience across regions.

For a complete guide to this feature, head over to Language to see the full workflow.

Where to find this setting in the Account Editor app:
Admin → Language

The Analytics feature in Account Editor provides merchants with a clear overview of core usage metrics. You can track the number of orders edited, cancellations, and overall app activity to understand how customers are engaging with post-purchase options. These insights help identify trends, measure value, and reduce support workload by showing the impact of self-service edits.

For a complete guide to this feature, head over to Analytics to see the full workflow.

Where to find this setting in the Account Editor app:
Analytics