Cakedesk Release Notes

✨ Connect AI agents like Claude and ChatGPT/Codex to Cakedesk via MCP

Your agent can create and edit invoices, credit notes, and proposals, manage clients, catalog items, and units, change settings, and answer questions about your business.

Enable the MCP server under Settings > Advanced. There, Cakedesk also shows you how to connect your agent.

Every change your agent makes is recorded in the Revision History and marked "by AI agent".

Learn more about Cakedesk + AI

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• Amounts in client, invoice and proposal overviews are now right-aligned
• Fixed an issue where leaving an e-invoice in the editor could show an unsaved changes warning, even though nothing had been changed
• Fixed an issue where saving an invoice or proposal could show the error "ENOENT: no such file or directory" after Cakedesk had been open for several days
• Fixed an issue where clicking the scrollbar in the invoice overview cleared the selection and closed the preview sidebar
• Fixed a few small visual glitches in the overviews, in the discounts of invoices and proposals, and in the space selector
• Line item amounts calculated from quantity and unit price are now rounded to whole cents

1.39.1 released on October 16, 2026

• ⚡️ The overviews for invoices, proposals, clients, etc. are now much faster
  • Opening the invoice overview: 3.8 s → 0.08 s (48× faster)
  • Sorting invoices by client: 2.4 s → 0.04 s (55× faster)
  • Selecting all invoices: 5.9 s → 0.04 s (168× faster)
  • The measurements were taken in a local test build with 5,000 invoices
• ↔️ Table column widths in the invoice overview etc. can now be adjusted manually. Simply drag the edge of a column to make it wider or narrower, or double-click it to restore the default width
• 📐 Columns in the overviews now fit their content better
• On macOS, Cakedesk can now move itself to the Applications folder (automatic updates only work from there)
• Fixed an issue where the Hacker Light template could show a broken image when "Show Cakedesk badge in documents" was turned on

Data Integrity

• Improved data integrity: finalizing an invoice now also locks its PDF and e-invoice files
• If a finalized invoice's files are missing or have been changed, Cakedesk now shows an error instead of opening, exporting, or sending them
• Finalized documents can no longer be edited or deleted after turning off Strict Mode. To correct a finalized invoice, cancel it
• "Regenerate PDF" has been removed

Cancellations

• Cancellations are now created as drafts in Strict Mode
• Until a cancellation is finalized, you can edit its number, date, text, language, and template, or delete it to uncancel the original invoice
• In Strict Mode, cancellations need to be finalized like other invoices

Exporting

• Invoices and proposals can now be fully exported using separate CSV files for documents, items, discounts, and taxes.

E-Invoicing

• E-invoicing can now be enabled for businesses outside Germany by going to Settings > Advanced.
• E-invoices now include the contact person's name, phone number, and email address stored on the client
• You can now set or clear a due date for each e-invoice. The date is saved with the invoice

Custom Templates

• Custom templates: The contact person's name and phone number are also available in invoice and proposal templates as document.buyer.firstName, document.buyer.lastName, and document.buyer.phone.
• You can now include proposal text ({document.introText}) and invoice text ({document.outroText}) in email templates.
• Custom templates: The new document.dueDate variable provides the invoice's saved due date, when set.

Templates

• The Cake, Hacker Light, Hacker Dark, and Industrial templates now offer additional font and color customization options
• Fixed an issue where German delivery/service date and period labels could wrap in the Hacker templates
• Fixed an issue where labels could wrap onto multiple lines in the Printshop template
• Fixed missing spacing around top-level item descriptions in the Outline template

Number and Currency Formats

• Invoices and proposals from Swiss sellers now use Swiss number and currency formats when the document language is German (for example, CHF 1'000.00)

Fixes and Improvements

• Fixed a PDF structure compatibility issue that could prevent ZUGFeRD invoices from opening in some versions of Adobe Acrobat
• Cakedesk now shows an error message with recovery instructions if opening or exporting invoice or proposal PDFs fails
• Improved security: Cakedesk's local server now only accepts requests from the Cakedesk app

💌 You can now attach additional files when emailing invoices and proposals from Cakedesk

You can now export the Revision History as a CSV file

You can now export clients, invoices, and proposals as CSV files

E-invoices now support buyer-assigned supplier numbers (BT-29) and buyer identifiers (BT-46). You can enter them in a client's e-invoice settings

Invoice and proposal templates now show non-zero item quantities even when the item total is 0

The Plain template can now show seller phone, email, and website on invoices and proposals. Enable "Show Seller Contact Info" in the template options to display them

Cayman Islands can now be selected as a country

New entries in Revision History now store client, invoice, and proposal numbers directly. This keeps the number that was valid at the time visible even if it is changed later or the document is deleted, instead of falling back to an internal ID

Fixed an issue where client number, invoice number, and invoice date could wrap in the Printshop template when a delivery or service period was set

ZUGFeRD PDFs now use the EN 16931 profile and embed invoice data as factur-x.xml for broader compatibility with receiving systems

Fixed an issue where e-invoices used the German EAS code for non-German VAT IDs

When creating invoices, proposals, and catalog items, line items without a title are no longer removed

Fixed an issue where importing multiple clients could fail when using timestamp-based client numbers

✨ Cakedesk now supports Strict Mode for invoices and credit notes

In Strict Mode, documents must be finalized before they can be sent or marked as paid.

Strict Mode can be turned on or off under Settings > Advanced.

Finalized documents are protected from accidental editing and deletion.

Unfinalized PDFs are marked with a draft stamp.

The Overview Screen now treats unfinalized invoices as pending instead of revenue in Strict Mode.

You can now open preview sidebars for clients, invoices, and proposals, toggle them with Space, and resize them to fit your workspace.

Client, invoice, and proposal tables can now be scrolled horizontally, so columns are no longer squeezed when there isn't enough room.

You can now use Cmd/Ctrl + 1 through Cmd/Ctrl + 7 to switch between Overview, Clients, Invoices, Proposals, etc.

The Cake template now has an option to place the logo at the top left or top right.

Settings

Cakedesk now remembers the last settings tab you opened.

When inserting a catalog item into an invoice or proposal, Cakedesk now applies your default VAT rate to items that don't have a VAT rate of their own.

Database updates during app upgrades are now more robust and better protected against data loss.

Fixed

• Fixed an issue where table selection could get out of sync after opening and closing sidebars or switching to a different view.
• Fixed an issue where clicking while holding Shift could open a second window.
• Fixed an issue where pressing Escape did not close some modals.
• Fixed an issue where cancellation document text used a date format that was too short.
• Fixed an issue where a link in the German setup flow did not open correctly.

✨ Cakedesk now supports delivery/service periods for invoices, in addition to single delivery/service dates

E-Invoices

Item descriptions are now included in XRechnung/ZUGFeRD e-invoices

Fixed an issue where the Windows code signing certificate was missing a timestamp, which could cause signature validation to fail

👨‍💻 Changes for custom templates

• deliveryDate can now be a date range ({ startDate, endDate }) when the delivery date type is deliveryPeriod or servicePeriod.
• The formatDate() helper now automatically formats date ranges as "Start Date - End Date".
• New deliveryDateType values: deliveryPeriod and servicePeriod.
• New template strings: t('deliveryPeriod'), t('servicePeriod').
• Custom templates that use the built-in formatDate() function and pass the deliveryDateType to t() do not need to be updated.

Database changes to invoices, proposals, and other documents are now more robust and better protected against data loss during unexpected interruptions

E-Invoices: For the "Buyer Electronic Address" field (BT-49), the buyer's email address is now used as a fallback when no VAT ID, Tax ID, or Routing ID is available

👨‍💻 Changes for custom templates:

• Custom fields can now be defined per document type (invoice or proposal) in template.json
• Fixed an issue where PDF generation could fail if the template contained invalid HTML

✨ Cakedesk now supports gross pricing for invoices and proposals.

You can now customize text styles, logo size and show/hide the client label for the Printshop template

Fixed a validation issue in e-invoices (XRechnung/ZUGFeRD) for credit notes

Fixed an issue where Cakedesk could fail to start if its system info file was corrupted

Fixed an issue where the "Hacker Light" template was mistakenly named "Hacker Dark"

👨‍💻 Changes for custom templates:

• Learn how to support gross pricing in your template.
• Templates can now declare custom fonts using the fonts field in template.json.
• The t() template helper now supports basic variable substitution.

1.29.1

Fixed an issue on macOS Tahoe where the application window would briefly disappear after confirming or dismissing an alert

1.29.2

Fixed an issue on macOS where Cakedesk would become unresponsive to certain inputs after confirming or dismissing a notification