How to Edit an Order
You can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way
Written By Dennis Rodin
Last updated About 7 hours ago
[Screenshot: Top of the order overview showing the Edit Quote / Edit Order button]
You can edit any order at any stage. Open the order by clicking the customer name on the order card.
How editing works
Click Edit Quote or Edit Order. The New Quote popup opens with all fields preloaded from the original order. You can click through each step and change whatever you need.
You can edit everything: customer info, cemetery, monument configuration, accessories, pricing, line items, notes, and billing. You can add new line items, remove accessories, change prices, add a vase or porcelain, update notes, and more.
Good to know:
The only thing you cannot edit is Sketch & Inscription. The sketch is locked after creation and cannot be modified.
Payment split editing:
If the order is a quote with zero payments logged, the payment split is fully editable.
If the order is a confirmed order with zero payments logged, the payment split is still fully editable.
Once at least one payment has been logged, the payment split is locked permanently and cannot be changed.
Selecting a payment split like 50/50 or 30/70 is cosmetic only. It updates what appears on your invoices and contracts, but it does not mean the customer has paid anything. You still need to log payments manually when they come in.
Payment method (cash, check, card) is always selectable per payment, regardless of whether the split is locked.
Price changes
If your changes affect the total price, a confirmation popup will appear saying "Order total changed from $X to $Y." Click Yes to save. The system recalculates the balance automatically. If you removed items and the customer has already paid more than the new total, the order will show a credit.
Documents are not auto-regenerated
When you edit an order, existing documents (invoices, receipts, shop tickets, contracts) are not automatically regenerated. To generate updated documents with the latest order details, click the Document Generation dropdown at the top right of the order overview. From there you can generate an invoice, shop ticket, receipt, or contract. Each document will use the current, up-to-date order information.