Revised quotes

Custom orders shift — the customer adds a dozen cupcakes, swaps a size, or changes their pickup day. IntoPaid tickets stay fully editable after you send the first quote, so you can revise and re-send without starting over.

What you can change

Open the ticket and update any of these:

• Customer — swap to a different contact if needed.
• Line items — add, remove, or adjust products and quantities.
• Notes — update internal or customer-facing details.
• Pickup or delivery — change the date, time, or method. See Pickup and calendar for more on scheduling.

Your changes save on the ticket automatically. Nothing goes to the customer until you send.

Send a revised invoice

Once the ticket looks right, send a revised quote. IntoPaid creates a new Shopify checkout link that reflects your updated line items and total. The customer gets an email with the new link and can pay from there.

The old payment link goes stale. If your customer clicks the original link, they would check out at the old total. Always send the revision so they see the correct amount.

Your Shopify store must be connected for invoicing to work. If you haven't done that yet, see Connect Shopify.

Customize the revised-quote email

The revised quote uses its own email template, separate from your original quote email. Edit it at Settings → Customer emails → Revised quote.

For a full walkthrough of all email templates, see Customer emails.

If the customer already paid

Don't send a new checkout for an order that's already been paid. Instead:

1. Adjust the order in Shopify the way you normally would (edit the order, issue a partial refund, etc.).
2. Leave an internal note on the ticket so your team knows what changed and why.

Related guides

• Quotes and invoices — sending the first quote
• Work a ticket — the full ticket lifecycle
• Customer emails — all email templates in one place