> ## 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.

# FAQs

> Complete FAQ for Revize order editing app. Find answers on post-purchase modifications, self-service editing, setup, pricing, and order management features.

<Note>
  Common questions on setup, customer experience, billing, and troubleshooting. For deeper topics — discounts after checkout, subscriptions, split shipping, 3PL integrations — see the [Advanced FAQ](/support/faq-advanced).
</Note>

## Getting started

<AccordionGroup>
  <Accordion title="What is Revize and how does it work?" icon="question">
    Revize is a powerful app that empowers your customers to modify their orders after checkout through a seamless self-service portal. Instead of creating support tickets, customers can independently update shipping addresses, change product quantities, add new products, upgrade shipping, and even cancel orders. This significantly reduces your support workload while increasing average order value and customer satisfaction.
  </Accordion>

  <Accordion title="How quickly can I set up Revize?" icon="clock">
    Revize can be fully configured in just 5 minutes! Installation from the [Shopify App Store](https://apps.shopify.com/revize) takes about 2 minutes, and basic configuration (setting your edit window, refund options, and customer permissions) takes another 3. You can start testing immediately with draft orders to ensure your flow works perfectly before going live.
  </Accordion>

  <Accordion title="Does Revize work with all Shopify plans and themes?" icon="shopify">
    Yes, Revize is fully compatible with all Shopify plans and works seamlessly with any theme, including headless commerce setups. Our portal automatically inherits your store's styling for a completely consistent brand experience on both mobile and desktop.
  </Accordion>

  <Accordion title="How much does Revize reduce customer support workload?" icon="headphones">
    On average, merchants using Revize see a **30-50% reduction in order-related support tickets**. Common requests like "can I change my shipping address?" or "I ordered the wrong size" are handled entirely by the customer through our self-service system. This frees up your support team to focus on complex issues that truly require a human touch.
  </Accordion>
</AccordionGroup>

## Setup and configuration

<AccordionGroup>
  <Accordion title="What order editing window options are available?" icon="clock">
    Revize offers maximum flexibility for editing windows. You can set time-based edit windows from 5 minutes to 48 hours. Alternatively, you can keep editing open until an order is fulfilled or create scheduled cutoffs (e.g., daily at 2 PM) to align perfectly with your 3PL or warehouse schedule.
  </Accordion>

  <Accordion title="Can I control which orders and products allow editing?" icon="sliders">
    Absolutely! Use order tags and product tags to create simple yet powerful exclusion rules. For example, you can block editing on orders tagged with "custom-engraving" or prevent edits to products tagged with "final-sale". This gives you granular control over the editing experience.
  </Accordion>

  <Accordion title="How do I test Revize safely before launching?" icon="flask">
    We highly recommend using Shopify's [draft orders feature](https://help.shopify.com/en/manual/orders/create-orders) to safely test every scenario. Create test orders for different products, test the upsell flow, and process payments without affecting your live store data.
  </Accordion>

  <Accordion title="Does Revize integrate with existing fulfillment systems?" icon="truck">
    Yes, Revize integrates seamlessly with any 3PL provider or ERP system that works with Shopify's API (including ShipStation, NetSuite, ShipBob, Flexport, etc.). Revize can automatically place orders on hold during the edit window and release them for fulfillment once the window closes, ensuring your workflow is never disrupted.
  </Accordion>
</AccordionGroup>

## Customer experience

<AccordionGroup>
  <Accordion title="How do customers access the portal after checkout?" icon="arrow-pointer">
    Customers can edit their order from multiple convenient entry points: the order status page (thank you page), or by clicking the "Edit Order" link in their order confirmation email. The portal opens directly within your store's native environment, maintaining a seamless brand experience.
  </Accordion>

  <Accordion title="What self-service features do customers have access to?" icon="pen">
    Customers can perform a wide range of modifications based on your settings. This includes changing a shipping address, updating contact info, changing product variants (e.g., size or color), adding or removing products, upgrading shipping methods, and cancelling their order. You have full control over which features are enabled.
  </Accordion>

  <Accordion title="How does the complete order flow work from checkout to fulfillment?" icon="arrow-progress">
    When a new order is placed, Revize can place it on hold. During the edit window, the customer can make changes. If they add items, they complete the payment for the difference via secure checkout. If no edits are made, the order is automatically released to your fulfillment queue when the window expires.
  </Accordion>

  <Accordion title="What happens when the editing window expires?" icon="clock">
    Once the window closes, the "Edit Order" links and buttons disappear from the customer's order status page. They are shown a clear message that the editing period has ended. The order is then automatically released for fulfillment.
  </Accordion>

  <Accordion title="How are additional payments handled?" icon="credit-card">
    All additional payments for upsells or shipping upgrades are processed securely through your existing payment gateway. If a customer adds items but fails to complete the payment, the order remains on hold and reminder emails are sent. This ensures you never ship an order that hasn't been fully paid for.
  </Accordion>

  <Accordion title="Will Revize work on orders created before the app was installed?" icon="ban">
    No. Revize only works on orders created **after the app is installed**. Past orders placed before installation are not editable. From the moment Revize is live on your store, all new orders will automatically follow your configured rules.
  </Accordion>
</AccordionGroup>

## Advanced calculations

<AccordionGroup>
  <Accordion title="Are discounts and promotions recalculated during editing?" icon="percent">
    Yes! Our smart engine brilliantly recalculates all applicable discounts—including promo codes, automatic discounts, and tiered pricing—when a customer modifies their order. This maintains your promotional integrity and ensures the customer always sees the correct, final price.
  </Accordion>

  <Accordion title="Do shipping taxes update when customers change their delivery address?" icon="location-dot">
    Absolutely. Revize automatically recalculates all applicable taxes when a customer changes their shipping address. It ensures compliance with regional tax laws by applying the correct rates for the new destination, preventing compliance headaches and ensuring accurate order totals.
  </Accordion>

  <Accordion title="How does Revize handle shipping rate changes?" icon="truck-fast">
    Revize communicates in real-time with your store's shipping settings. When a customer adds/removes products or changes their address, Revize instantly re-evaluates the available shipping methods and rates. This ensures customers always see accurate, real-time shipping options that reflect their modified cart and new destination.
  </Accordion>
</AccordionGroup>

## Business operations and analytics

<AccordionGroup>
  <Accordion title="How does Revize handle refunds and payments?" icon="money-bill-wave">
    All payment and refund transactions occur through your secure system. For additions, customers pay the difference. For removals or cancellations, refunds can be processed automatically to the original payment method or issued as store credit, giving you full control over your returns policy.
  </Accordion>

  <Accordion title="How does Revize protect inventory during modifications?" icon="box">
    Revize syncs directly with native inventory systems. It checks stock levels in real-time when customers add products to prevent overselling and automatically restocks inventory when items are removed. This ensures your inventory remains accurate at all times.
  </Accordion>

  <Accordion title="What analytics does Revize provide?" icon="chart-line">
    Our analytics dashboard gives you a clear view of your ROI. Track total orders edited, revenue generated from upsells, support hours saved, and see which edits are most common. All data links directly to the corresponding orders for easy verification.
  </Accordion>

  <Accordion title="How can I track and organize edited orders?" icon="tags">
    Revize automatically applies descriptive tags (e.g., `revize-edited`, `revize-upsell`) to orders in your Admin. This makes it incredibly easy to filter, track, and build custom workflows for edited orders within your existing process.
  </Accordion>
</AccordionGroup>

## Technical features

<AccordionGroup>
  <Accordion title="Will Revize impact my store's performance?" icon="gauge">
    No. Revize has **zero impact on your storefront's load speed** or Core Web Vitals. Our scripts load asynchronously and only on the necessary post-purchase pages (like the order status page), not on your product or collection pages where speed matters most for conversions.
  </Accordion>

  <Accordion title="How secure is Revize with customer data?" icon="shield">
    Security is our top priority. Revize is built following strict security and data privacy standards. All payment information is handled directly by PCI compliant servers, and all data transmission is fully encrypted.
  </Accordion>

  <Accordion title="Can I customize the portal appearance?" icon="brush">
    Yes! Our portal automatically inherits your theme's fonts and colors for a seamless look. You can also customize all customer-facing text and translate it into any language directly from the Revize dashboard to match your brand's voice perfectly.
  </Accordion>

  <Accordion title="What third-party integrations does Revize support?" icon="plug">
    Revize integrates with any app or service that uses native APIs for orders, payments, and inventory. This includes major 3PLs (ShipBob, Flexport), ERPs (NetSuite), and fulfillment platforms (ShipStation), ensuring a cohesive tech stack for your e-commerce operations.
  </Accordion>
</AccordionGroup>

## Pricing and billing

<AccordionGroup>
  <Accordion title="What are the pricing plans for Revize?" icon="dollar-sign">
    Revize offers flexible plans for every stage of growth, including a Free plan. Our paid plans, Starter and Pro, offer unlimited order edits and advanced features like upsells, smart discount recalculation, and priority support. You can see a full feature comparison on our [Pricing Page](/support/billing).
  </Accordion>

  <Accordion title="Is there a free trial?" icon="gift">
    Yes! All of our paid plans come with a **7-day & 14-day free trial**. You can test the complete, unrestricted functionality to see the value it brings to your store before committing to a subscription.
  </Accordion>

  <Accordion title="Can I change my plan after subscribing?" icon="swap">
    Absolutely! You can upgrade or downgrade your plan at any time directly from the Revize dashboard. Changes are prorated and handled seamlessly through billing, ensuring flexible scaling for your needs.
  </Accordion>
</AccordionGroup>

## Looking for more advanced topics?

Discounts after checkout, subscriptions and pre-orders, delivery date options, split shipping, custom sender emails, third-party checkouts, the cancellation API, and 3PL integrations (Mintsoft, ShipStation) all live on a separate page.

[Browse the Advanced FAQ →](/support/faq-advanced)

## Troubleshooting common issues

<AccordionGroup>
  <Accordion title="Customers can't see the portal" icon="link-slash">
    **Common solutions:** First, check that the Revize app block is enabled on your order status page in the theme customizer. Second, ensure the specific order doesn't have a blocking tag and that the edit window hasn't expired. If you've checked these requirements, contact [hello@revize.app](mailto:hello@revize.app) for a quick resolution.
  </Accordion>

  <Accordion title="Portal won't load or display correctly" icon="exclamation">
    **Quick fixes:** This is often a browser-specific issue. Ask the customer to clear their browser cache, disable any ad-blocking extensions, or try a different browser. Most loading issues are resolved by these simple steps.
  </Accordion>

  <Accordion title="Payment processing errors" icon="credit-card">
    **Payment issues:** Since all payments are handled natively, these errors are typically related to the customer's payment method (e.g., insufficient funds, incorrect CVC). Advise the customer to try a different card or contact their bank.
  </Accordion>

  <Accordion title="Orders not held properly during editing windows" icon="pause">
    **Fulfillment sync:** Check your store's order processing settings to ensure you don't have an automation that's fulfilling orders instantly, bypassing the edit window. If you use a 3PL, ensure they are configured to respect fulfillment hold statuses. Our team can help you troubleshoot this.
  </Accordion>
</AccordionGroup>

## Need help?

<CardGroup cols={2}>
  <Card title="Contact us" icon="envelope" href="/support/contact">
    Personalized help from our team. Typical response: 2–4 hours.
  </Card>

  <Card title="Book a demo" icon="calendar-days" href="https://cal.com/revize-team-xx92ri/30min">
    30-minute walkthrough of Revize features.
  </Card>
</CardGroup>