Account Editor Help Center
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Articles on:Getting started
" This section walks you through installation, adding the Edit Order block, and preparing your store for customer order editing, cancellations, and upsells.”

Categories

  • Getting started
  • Order editing
  • Cancellations and returns
  • Troubleshooting
  • Plans and billing
  • Customer communication
  • Upsells and revenue
  • Settings and configuration
  • Integrations
  • Frequently Asked Questions
  • Automation and Shopify Flow
  • Changelog
1. Install & Activate Account Editor
  • Install Account Editor
    Install Account Editor and get it live on your store. Three screens of setup, then one app block — about ten minutes start to finish.Popular
2. Add the Account Editor Block (Thank You + Order Status Page)
  • Add Account Editor blocks to your store
    Turning a feature on isn't enough — customers only see it once you add the app block. Here's which block each feature needs, and where it goes.Popular
  • The Order status page: where most things happen
    The Order status page is where customers edit their orders. Here's what you can put on it, and why it's the page to set up first.Popular
  • Add Account Editor to the Thank you page
    Put order editing, offers and surveys on your Shopify Thank you page — the moment customers are still paying attention.Popular
  • Add Account Editor to the checkout page
    What Account Editor can do at checkout, and why most of it needs Shopify Plus. Includes shipping rules and discount validation.Popular
Setting Up Account Editor on Legacy Customer Accounts
  • Account Editor needs new customer accounts
    Account Editor runs on Shopify's new customer accounts. If your store still uses classic accounts, here's what works, what doesn't, and how to switch.Popular
3. Quick Start Guide — First Edit, First Upsell
  • Your dashboard, explained
    What every part of the Account Editor dashboard means — your results, the setup guide, plan usage, and the warning you should never ignore.Popular
  • Quick start: your first edit and first upsell
    Go from installed to working in about fifteen minutes. Let customers edit their own orders, then show them an offer after checkout.Popular
  • Ask Account Editor AI about your store
    Ask questions about your sales, refunds and cancellations in plain language, and get answers with the workings shown.Few readers
  • Edit an order yourself
    Account Editor's own order editor does things Shopify can't — change the customer, edit billing, add off-catalog items, and email a payment request.Few readers
  • Turn on your first features
    Account Editor ships with everything off. Here's which features to turn on first, and what the three status badges mean.Few readers
  • What is Account Editor?
    Account Editor is a Shopify app that lets customers change, cancel or return their own orders after checkout — instead of emailing you.Few readers
  • Preview what customers will see
    See the customer's order page built from your real settings, without placing a test order. The fastest way to check a change worked.Few readers
  • See what Account Editor saves you
    The Analytics page shows tickets avoided, time saved and revenue added — and explains how each number is worked out.Few readers
  • Test on a live store safely
    Testing mode shows Account Editor only to customers you choose, so you can try it on your real store without anyone else seeing it.Few readers

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