If the client uses cash basis accounting, meaning the invoice date must always be the same as the due date, the shift of the invoice date can be automated in the FabricAI portal settings from 26 June 2026 onwards.
Go to the 'Organization' tab in the FabricAI portal
Open the 'Clients' menu
Find in the client list the client you want to set to cash basis
Click the three dots on the right side of the client row
In the window that opens, switch on 'Cash basis accounting'
Note that the setting will apply to new invoices only and will not change the invoice dates of already received invoices.
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.