Documents
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Fix: DocumentBuilder: Restrictions in text widget were non selectable
In before the restrictions for Payment Methods, Languages, Referrer, Billing Countries, Delivery Countries, and Variables could not be selected. This issue has been fixed. VersionAvailable frombeta21st January 2026early21st January 2026stable21st January 2026
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Fix: Document archive: No access despite assigned user rights
In before users could not access the document archive, even though the needed user rights were assigned. This issue has been fixed.To again gain access to the document archive, the following user right as to be set active:Data » Document archive VersionAvailable frombeta14th January 2026early14th January 2026stable14th January 2026
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Change: Documents: Only either external or PlentyONE-generated tax documents can be used
It is now only possible to have either tax documents generated by PlentyONE (invoice, credit note) on an order or uploaded external documents. So, if there is a PlentyONE invoice on an order, it is no longer possible to upload external invoices for that order and vice versa.This applies to all interfaces, including the REST API. VersionAvailable frombeta15 December 2025early7 January 2026stable14 January 2026
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Resolved: DocumentBuilder: Widget settings could not be opened
An issue has been resolved where navigating between a template and the overview caused the widget settings to no longer be accessible.Workaround:Until these changes reach the stable version, the following options are available if the problem occurs:First step: First, try closing and reopening only the affected template.Alternative: If this does not help, the entire user interface (UI) can be reloaded to make the widget settings accessible again. VersionAvailable frombeta5 December 2025early7 January 2026stable14 January 2026
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Fix: DocumentBuilder/Number ranges: Readability of dropdown menus in dark mode
In the settings for DocumentBuilder and number ranges, the colour of the entries in the dropdown menus in dark mode had not previously been adjusted, making them difficult to read. This issue has been fixed. VersionAvailable frombeta5 December 2025early7 January 2026stable14 January 2026
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Optional field External supplier ID leads to invalid XML documents
An issue was identified where the optional field External supplier ID was added to all generated XML documents, regardless of whether it was active or not. This resulted in invalid XML content for documents created within the affected timeframe (noon 03.12 to noon 04.12). This behaviour has been fixed. From now on, the external supplier ID field is added only when active and adding the field no longer produces invalid XML.VersionAvailable frombeta04. December 2025early04. December 2025stable04. December 2025
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New: DocumentBuilder: New setting to overwrite payment method code
When generating XML invoices, the payment method field is filled with the value “ZZZ” by default. A new XML setting has now been added in the DocumentBuilder that allows this value to be overridden manually.VersionAvailable frombeta19. November 2025early03. December 2025stable07. January 2025
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New: DocumentBuilder: Contact - External supplier ID variable, restriction and xml format added
A new variable was added to DocumentBuilder: Contact - External supplier ID. It is available as a widget restriction as well as in xml formats.VersionAvailable frombeta20. November 2025early26. November 2025stable03. December 2025
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New: DocumentBuilder: Order item properties available as restrictions / Three additional variables for order item properties
Order item properties are now available as restrictions.Additionally, there are three new variables:- All PackagesThis variable can only be used in the code widget. It contains data on all packages in the order.- Order item properties and Order item properties (split)These two variables list all order properties, with the first separating them by commas and the second by line breaks. VersionAvailable frombeta7 November 2025early12 November 2025stable19 November 2025
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Fix: Duplicate dialog box when creating documents
After creating a document from the order detail view and returning to the order overview to create another document, a second dialog box opened. This behavior has been corrected. VersionAvailable frombeta6 November 2025early12 November 2025stable19 November 2025
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Fix: Files were downloaded in PDF format instead of their original format in Firefox
When downloading documents via the detail view of the order UI, the content type of the documents was not set correctly in Firefox, which meant that .png/.xml files, for example, were downloaded as .pdf files and could not be displayed. VersionAvailable frombeta6 November 2025early12 November 2025stable19 November 2025
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Fix: Documents: Invalid FacturX/X-Rechnung XML
When an order contained tax-free order items, the generated FacturX/X-Rechnung XML could be invalid because the VAT breakdown in the sums was missing. This behaviour has been fixed.VersionAvailable frombeta16. October 2025early16. October 2025stable22. October 2025
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Document Builder: New variable "Order item ID" added
In the Document Builder a new variable "Order item ID" has been added under Order / Order item.VersionAvailableBeta09.10.2025Early15.10.2025Stable22.10.2025
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Fix: Documents: Context menu not working due to context menu loading spinner
In the documents section of the order details UI, if a document creation failed with an error or the creation dialog was canceled, the context menu spinner remained active and the menu became unusable. This behaviour has been fixed.VersionAvailable frombeta25. September 2025early25. September 2025stable01. October 2025
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New group of variables available
There is now a new variable group Bank data for orders.In addition to the existing variables at customer level, these can also contain bank details for guest orders or be added directly to the order.Variables:Account numberAccount number (masked)SwiftBINBank nameHolderIBANIBAN (masked)VersionAvailableBeta23.09.2025Early24.09.2025Stable01.10.2025
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Fix: DocumentBuilder: Unintended changes to existing templates due to adjustable line spacing
In connection with the new feature (adjustable line spacing) in the address widget, the default behavior was changed so that the line spacing was slightly larger than before.This affected existing DocumentBuilder templates in beta and early.The problem has been fixed so that no adjustments are necessary to maintain the original behavior. VersionAvailable frombeta24 September 2025early24 September 2025stable24 September 2025
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Document Builder: Fixed calculation error for item bundles
The total quantity of items was calculated including the item bundle ID. This led to an incorrect total number of items. This error has been fixed.VersionAvailableBeta17.09.2025Early17.09.2025Stable18.09.205
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DocumentBuilder: Added adjustable line spacing in address widget
The address widget now includes an option to adjust line spacing.VersionAvailable frombeta12. September 2025early17. September 2025stable24. September 2025
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Document Builder: Fixed rounding error
Depending on the settings selected for rounding values, rounding errors could occur in the DocumentBuilder variable Value of items compared to the values displayed in the order UI.This has been fixed.VersionAvailableBeta09.09.2025Early09.09.2025Stable10.09.2025
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Document Builder: New Variable available for the Text-Widget
In the new text widget, the variable External source order ID (Order » Order property » External source order ID) is now available as a restriction.VersionAvailableBeta17.09.2025Early24.09.2025Stable01.10.2025
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Document Builder: New XML format added
Beside the XML formats Factur-X Basic and Comfort we have now added Extended format.If using the Extended format there is also an optional XML setting Early payment discount to include early payment terms (Skonto) inside of the XML data. VersionAvailableBeta08.09.2025Early10.09.2025Stable17.09.2025
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Document Builder: Added a new XML format
Beside the XML formats Factur-X Basic and Comfort we have now added Extended formatIf using the Extended format there is also an optional XML setting to include early payment terms (Skonto) inside of the xml data. VersionAvailableBeta08.09.2025Early10.09.2025Stable17.09.2025
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New: Added new XML Field for buyers reference fallback value
There is now a new XML setting field to overwrite the fallback value for buyer reference if not set on the billing address.Until now the fallback value was just a "999". Now the fallback value will be the order ID. You have now also the possibility to define this fallback in the Edit XML data section.VersionAvailable onBeta04.09.2025Early10.09.2025Stable17.09.2025
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DocumentBuilder: Text-Widget restricting highlighting
FixThe highlighting of the restrictions of text widget were not added / removed anymore as expectedThis has been fixed. VersionAvailable frombeta18 August 2025early20 August 2025stable27 August 2025
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DocumentBuilder: Replace Delivery date in XML data (X-Rechnung format)
ChangeThe Delivery date field in the XML data can now also be overwritten for the X-Rechnung format. VersionAvailable frombeta29 August 2025early03 September 2025stable10 September 2025
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DocumentBuilder: Replace IBAN in XML data (X-Rechnung format)
ChangeThe IBAN (bank) field in the XML data can now also be overwritten for the X-Rechnung format. VersionAvailable frombeta18 August 2025early20 August 2025stable27 August 2025
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Accounting Summary (REST): Order item net price / Exchange rate formatting
FixIn the REST route GET /rest/orders/documents/accounting_summary, the exchange rate in foreign currency might not have been formatted as expected. This has been fixed. For orders in foreign currency, the net price of an order item was not stored correctly, which meant that the tax amount was also not displayed correctly.The net price of the item in foreign currency is now stored correctly when the document is created so that it can be used here. This applies to documents created after the release date. VersionVerfügbar abbeta15 August 2025early20 August 2025stable27 August 2025
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DocumentBuilder: Variable "Dunning level" available as restriction
The variable Order » Order properties » Dunning level is now also available as a restriction. This can now be used to define text in the dunning letter based on the order's dunning level.VersionAvailable frombeta12 August 2025early12 August 2025stable13 August 2025
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Number ranges UI: Group function for switching the activation state of number ranges
Similar to the flows in PlentyONE Studio, there is now also a group function in the number ranges UI to switch the activation state of the selected number ranges.VersionAvailable frombeta8 August 2025early13 August 2025stable20 August 2025
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DocumentBuilder: New variable "Supplier packaging unit"
We've introduced the "Supplier packaging unit" variable in the Order » Order Item » Variation group. This is only available in reorder PDFs and custom documents.VersionAvailable frombeta31 July 2025early6 August 2025stable13 August 2025
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