Find, rename, edit, and restore saved versions
Use version history to inspect past documents and make a new revision without overwriting the earlier snapshot.
What you’ll accomplish
The correct current or historical invoice is identified, with any revision saved as a new version.
Before you start
- You can open the order or draft invoice editor.
- At least one meaningful invoice save has created a version.
- Know whether you need today’s current invoice or the document exactly as it was saved earlier.
1. Save a useful version name
Make and review the invoice change
Open Edit invoice for the correct order or draft and review the live preview.
Name and save the revision
Enter Version name (optional), then choose Save invoice. If the name is blank, the version uses its number. Wait for the save confirmation.
2. Open and inspect history
Open Version history
Use Version history in the editor’s navigation or expand its version-history section. A first version appears after the invoice is saved.
Choose the intended version
Review the version name, number, and date. The Current badge identifies content that matches the current saved content.
View or download the snapshot
Choose View for the historical preview or Download PDF for that specific version. Check the historical label before sharing.
3. Rename or edit an earlier version
Rename without changing the document
Open the version’s more-actions menu, choose Rename, edit Rename version followed by its number, and choose Save. Names can be up to 80 characters. Cancel leaves the name unchanged.
Load an earlier version into the editor
From the same menu, choose Edit. The editor identifies the version being edited and explains that saving creates a new version.
Review and save the new revision
Check every changed field and the preview, optionally name the new version, then choose Save invoice. Cancel version edit leaves the editing flow without creating a revision.
4. Restore deliberately
Select the version to restore
For a version that is not marked as current content, open more actions and choose Restore.
Read the confirmation
The prompt identifies the version and source document and explains that the restored invoice will be saved as a new version. Confirm only if this is the intended change.
Verify the result
Wait for the save outcome, then review the new current invoice and its history. Earlier snapshots remain available.
5. Use shortcuts without confusing records
Orders and Draft Orders show saved-version links. If configured, the InvoiceWrench Invoices blocks on Shopify Admin order and draft details also expose saved versions and actions.
- Use Recent Activity to review invoice changes
- Use Version history to open the actual saved documents
- If an Admin block’s PDF link expires, refresh the block or reopen the version inside InvoiceWrench