Updates in December 2021

New in December: The addition of attachments and the automatic generation of a cancellation invoice.

#1 Add attachments to documents 📎

To add attachments, click on the paper clip. The green dot shows you whether there are already attachments to the document.

You can use the paper clip to edit attachments.

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You can either upload files from your computer or select files from the project-specific chat. The order in which you click on the files determines the order in which they are attached to the document.

This is what the window you use to edit your attachments looks like.

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In the preview, you'll see all attachments at the end of the document. The order and numbering are the same as in Figure 2.

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#2 Automatic download of separate cancellation invoice 🚫

When you cancel an invoice, two things happen: The canceled invoice gets a watermark and Plancraft creates a so-called “cancellation invoice” in the background. Simply open a canceled invoice and click “Download PDF.”

When you cancel an invoice, Plancraft creates a cancellation invoice in the background.

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A window appears which shows you that there are two documents in the download: The original, canceled invoice and the cancellation invoice.

When downloaded, both documents are downloaded.

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The cancellation invoice is the same as the original invoice. With one difference: The amount is negative.

The amount of the cancellation invoice is negative.

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Do you have any other product questions or feedback? Feel free to send us an e-mail to: support@plancraft.com

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