Feature Requests

When deleting a position (with sub-positions) in a quote (or invoice), it would be very helpful if at least a dialog is asking whether the sub-positions should be deleted too. Currently, only the parent position is removed, while sub-positions remain — however, they then appear under a different context, which can lead to confusion. Alternatively, it might make sense to ask the user whether and where these items should be moved.

I am currently working on an invoice for a comprehensive quotation and have encountered the following challenge: It would be extremely helpful if it were possible to create partial invoices directly from an existing quotation or to split an existing quotation. This feature would significantly simplify and organize billing, especially for larger projects with multiple phases of service or payment stages.

Who of you is interested in a Linux version of CakeDesk? Give it your vote.

Wenn man in den Kundendaten "Umsatzsteuer auf Rechnungen für diesen Kunden ausweisen" angehakt hat, sollte die UST auch in den Angeboten standardmäßig aktiviert sein.

Would be great to have a little sticker that says if the quote/invoice is 1) Draft 2) Sent 3) Accepted 4) Rejected 5) Paid in full for example with colors

Aktuell kann auf Cakedesk-Rechnungen nur ein einzelnes Leistungsdatum angegeben werden. Es wäre hilfreich, zusätzlich einen Leistungszeitraum (z. B. „01.03.2025 – 31.03.2025“) erfassen und anzeigen zu können – besonders bei Projekten oder Leistungen, die sich über mehrere Tage oder Wochen erstrecken. Mögliche Varianten: Konkreter Zeitraum: 01.03.2025 – 31.03.2025 Monatlich: März 2025 Quartal: Q1 2025 Jahr: 2025

Please consider developing a Linux version of CakeDesk. Linux users would greatly benefit from having a native app, and it would help expand your user base. To ensure the app runs smoothly on various Linux distributions, you could: 1. AppImage: Package the Linux version as an AppImage, which is a universal package format that runs on most major Linux distributions without needing installation or root access. 2. Flatpak: Alternatively, you could provide the app as a Flatpak, which also ensures compatibility and simplifies distribution and updates. Thank you for considering this feature. It would be a valuable addition for your Linux-using customers!

A feature where i can create a template (also with customizable variables) for the filename of the exported PDF file. I don't want to give every PDF my customized filename, rather i would love to have a setting where i can customize the export filename with variables like year-month-day-invoice-number.pdf

Cakedesk could let you share invoices and proposals via email either automatically or with a single click.