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 16 days ago
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, billing, and the sketch itself. The sketch is unlockable in the Edit flow, so you can fix typos in the decedent name, redo the design, or update artwork without duplicating the order.
Adding fields you skipped during creation
Cemetery, color, finish, and size are optional when you create an order. If you left any of them blank, click Edit Order to fill them in later. Step through the wizard and add the values you need.
When you save, the order updates everywhere: the Order Overview, the order cards, and any PDFs you regenerate. Cemetery fees and tax recalculate automatically when you add a cemetery.
Editing the sketch after the order is created
Click Edit Order and step through to the Sketch & Inscription step. The sketch builder opens with your existing sketch loaded, ready to modify. Adjust text, shapes, fonts, layout, or replace it entirely. Save when you're done and the sketch updates on the order. If no sketch was built yet, you can also click the empty sketch preview directly on the Order Overview to upload a file.
If the family has already approved the drawing through the customer portal, the approved version stays on record. Any sketch changes after approval are treated as a new revision.
You can also upload a separate drawing file to Notes & Files in the Drawing category if you'd rather attach artwork than build it in the sketch builder. Uploaded drawings and built sketches both render on the Contract and Shop Ticket PDFs.
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, purchase orders) 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, contract, or purchase order. Each document will use the current, up-to-date order information.