Editing an Order After It's Placed
You can change items, prices, and details on an order at any stage — including after it's been placed (Ordered) or is already In Production. This page explains exactly what happens when you do, so you never have to cancel and recreate an order just to fix a mistake.
Availability: Commerce and up (paid plans). Editing prices requires pricing, which starts at Commerce.
The short version
Editing a placed order does not send it back to Quote. As of a June 2026 product decision, changing items or prices on an order that's past Quote keeps the order at its current status (Ordered, In Production, and so on). The only thing that happens on the money side is that a new invoice version is generated so the customer sees the corrected numbers. The previous version is voided and kept for history.
This replaces the old "cancel, refund, copy" workaround. You should not cancel and recreate an order to correct it.
How to edit an order
- Open the order.
- Click Options → Edit (or the Edit button) to switch the page into edit mode.
- Change what you need — add or remove items, adjust dimensions or options, change the discount or tax rate, update the shipping address, add notes.
- Save.
The order stays exactly where it was in the pipeline. If your change affected pricing, a new invoice version is created automatically; you can then send the updated document to the customer from the Payments & Documents tab.
Note: Whether the on-screen Edit affordance is available to a given teammate can depend on their role. The Override Order permission lets users edit orders that are otherwise treated as locked in the interface. If you can't edit an order you believe you should be able to, check your role's permissions with an admin. See Users & Permissions.
Using the status dropdown to unlock and re-lock
Sometimes you want to make a batch of revisions and treat the order as a working draft while you do. Selecting Quote in the status dropdown unlocks editing immediately. You can revise the order and then flip the status back (to Ordered, In Production, etc.) — all in a single save, with no awkward "save as quote, then save again" round trip.
Important: Dropping an order to Quote on purpose is different from the old automatic revert. The system will never move a placed order back to Quote on its own just because you edited it — that only happens if you choose Quote in the status dropdown.
Setting a Due Date can promote a Quote
There's a shortcut worth knowing: when you set a Due Date on a Quote, TimberCloud asks "Mark this order as Ordered?" Confirm, and the quote is promoted to Ordered — stamping the Date Ordered, generating the acknowledgement, deducting inventory, sending notifications, and locking the order. Dismiss the prompt and the Due Date just saves.
This only works one direction:
- Only Quotes get promoted this way.
- Correcting or clearing the Date Ordered on an order that has already progressed (say, In Production) will not regress its status.
See Statuses & the Dates panel for the rest of the date behavior.
What happens to invoices when you edit
| Situation | Result |
|---|---|
| You change items or prices | A new document version is generated; the previous one is voided and kept under Past versions |
| You change only non-pricing details (notes, an address) | No new invoice version is needed |
| You dropped to Quote yourself, then flipped back | The status you set is what's written; the edit still generates a fresh document version |
Because the latest version always reflects current pricing, your customer never sees stale numbers — as long as you send them the updated document. Automated emails are off by default, so send the new version yourself from Payments & Documents unless you've enabled automation. See Notifications.
When you actually should cancel
Editing covers almost every correction. Genuinely cancel an order only when the job itself is called off — not to fix a typo or a price. Canceling sets the order to Canceled and sends the cancellation notification; note that inventory already deducted is not automatically added back, so adjust stock manually if needed.