> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revize.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Custom Note

> Let Shopify customers add a free-form custom note when they edit an order after checkout. Capture engraving text, gift messages, sizing, and fulfillment instructions, saved as an order custom attribute.

<Note>
  Customers often remember a detail after checkout: an engraving, a gift message, a size, or a delivery instruction. The custom note lets them add it to their Shopify order during the edit window, saved with the order for your team.
</Note>

<img src="https://mintcdn.com/revize/oDBAEb9Sz7bWdNnP/images/features/custom-note.png?fit=max&auto=format&n=oDBAEb9Sz7bWdNnP&q=85&s=6468a1f6645c75bf9670fe3354605d5a" alt="Custom note on the customer order edit page" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} title="The custom note section customers see when editing an order" width="1536" height="1024" data-path="images/features/custom-note.png" />

## Why a custom order note helps

<CardGroup cols={2}>
  <Card title="Personalization and Engraving" icon="pen-nib" color="#ec4899">
    Made-to-order and custom brands collect engraving text, material, or finish details per item, straight from the customer.
  </Card>

  <Card title="Gift Messages" icon="gift" color="#8b5cf6">
    Customers add recipient names, personal messages, or delivery instructions after checkout without emailing support.
  </Card>

  <Card title="Sizing and Fit" icon="ruler" color="#10b981">
    Apparel and accessory shops capture size, color, or fit preferences when customers swap products.
  </Card>

  <Card title="B2B and Wholesale" icon="briefcase" color="#f59e0b">
    Buyers attach PO numbers, account references, or shipping instructions tied to the order.
  </Card>
</CardGroup>

## How customers add a custom note

<Steps>
  <Step title="Open the order edit page">
    The customer opens their order in the Revize Customer Portal during the edit window.
  </Step>

  <Step title="Find the custom note section">
    The note section shows a pre-filled template (if you set one) so customers see structure instead of a blank box.
  </Step>

  <Step title="Write the note">
    The customer types their details. A character counter shows how much space is left.
  </Step>

  <Step title="Save with the order">
    The customer clicks **Save**. The note is stored on the order, ready for your team to read.
  </Step>
</Steps>

## How the custom note works

**What customers can do:**

* Add or edit the note any time during the edit window
* Follow a pre-filled template you define
* Review the note before paying when prompted

**How it appears in Shopify:**

* Saved as an order custom attribute
* Shows in the order's **Additional details** in Shopify admin
* Parseable by Shopify Flow, Recharge, and your 3PL exports

<Note>
  The custom note is information for your team, not an automated action. It does not change pricing, products, or shipping on its own.
</Note>

## Configure the custom note

<img src="https://mintcdn.com/revize/oDBAEb9Sz7bWdNnP/images/setup/custom-note.png?fit=max&auto=format&n=oDBAEb9Sz7bWdNnP&q=85&s=c5a380d8fa8b4793b71ddf3d71626124" alt="Custom note settings: highlight mode, highlight position, and require note review" style={{ borderRadius: "12px", width: "100%", boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} title="Custom note configuration" width="1536" height="1024" data-path="images/setup/custom-note.png" />

<AccordionGroup>
  <Accordion title="Highlight mode" icon="wand-magic-sparkles">
    Display the note as its own card instead of an accordion item, so it stands out on the order edit page.

    **Highlight position:**

    * **Above portal:** the note card sits above the order edit section
    * **Below portal:** the note card sits below the order edit section
  </Accordion>

  <Accordion title="Require note review" icon="clipboard-check">
    When customers change their order, the next **Pay Now** click shows a review modal. They can update the note or continue with what they have. No fields are forced.
  </Accordion>

  <Accordion title="Pre-filled template" icon="file-lines">
    Set a starting template so customers see a structure to fill in (for example: Product, Sizing, Gift message, Anything else). It appears in the note field and customers can edit it. Configured under **Translations → Customer Portal → Add custom note**.
  </Accordion>

  <Accordion title="Fully translatable" icon="language">
    All copy lives under **Translations → Customer Portal → Add custom note**, per language:

    * **Title** (optional): the section heading
    * **Description** (optional): shown above the text area
    * **Pre-filled template** (optional): appears in the note field, editable by customers
  </Accordion>
</AccordionGroup>

## Enable the custom note

<Steps>
  <Step title="Open Order Editing settings">
    In the Revize app, go to **Order Editing**.
  </Step>

  <Step title="Add the custom note">
    Click **Add custom note**, then **Manage** to configure highlight mode, review prompt, and the template.
  </Step>

  <Step title="Customize the copy">
    Open **Translations → Customer Portal → Add custom note** to set the Title, Description, and Pre-filled template for each language.
  </Step>

  <Step title="Feature goes live">
    The custom note appears in the Customer Portal for orders within the edit window.
  </Step>
</Steps>

<Tip>
  Pair a clear pre-filled template with **Require note review** to capture complete details and cut back-and-forth emails. [Reach out to us](/support/contact) if you need help configuring it.
</Tip>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Where does the custom note appear in my Shopify orders?" icon="eye">
    The note is saved as an order custom attribute and shows in the **Additional details** section of the order in Shopify admin, where your fulfillment team can read it.
  </Accordion>

  <Accordion title="Can customers edit the note after saving?" icon="pen">
    Yes. Customers can update the note any time during the edit window by changing the text and clicking Save.
  </Accordion>

  <Accordion title="Is the custom note required to complete an order?" icon="circle-question">
    No. The note is optional. Even with **Require note review** enabled, customers can continue without changing anything. No fields are forced.
  </Accordion>

  <Accordion title="Can I use the custom note in automations?" icon="bolt">
    Yes. Because it is stored as an order custom attribute, the note is available to Shopify Flow, Recharge, and 3PL exports for downstream automation.
  </Accordion>

  <Accordion title="Can I translate the custom note for different countries?" icon="language">
    Yes. The Title, Description, and Pre-filled template are all editable per language under **Translations → Customer Portal → Add custom note**.
  </Accordion>
</AccordionGroup>

<Note>
  The custom note captures the details customers would otherwise email about, saved right on the order. Enable it to reduce support tickets and give your team clear instructions for every order.
</Note>

## Related Revize features

* [Customer Portal](/features/customer-portal): where customers add the custom note
* [Add Preferred Delivery Date](/features/delivery-date): collect timing preferences alongside notes
* [Edit Window Settings](/setup/edit-window): control when customers can add a note