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robinbaitey
May 1, 2020

CIS

  • May 1, 2020
  • 2 replies
  • 0 views

Greetings I have set up CIS but I'm struggling to fill my sales invoices in the product box has the CIS option filled in and calculates the amounts  but how do I enter the actual service I have provided  

2 replies

JenoP
JenoP
May 1, 2020

Thanks for joining us here, robinbaitey.

 

You can open the invoice. Then, add the service you provided in the first line. You can then add the the CIS amount in the second line item. 

 

  1. Just go to the Sales menu proceed to Invoices.
  2. Look for the invoice and click to open it.
  3. Enter the CIS amount and click Save.

More details on how to use this function are discussed here: 

 

Let me know if you need anything else. 

R
robinbaiteyAuthor
May 2, 2020

Greetings I still have an issue I've entered the service on the first line and the CIS on the second line but the CIS   appears in the totals as just 20% of the second CIS line not 20% of the first . 

G
GeorgiaC
May 4, 2020

Hi Rob, 

 

CIS can only be applied to single transaction lines by using the applicable CIS category on the product/service drop-down, therefore you should enter the total CIS amount against this line and not the service line. 

 

Please get back to us below if you have any questions on this,

 

Thanks 🙂

A
AshBeetson
June 25, 2020

Hi Robin,

 

I'm guessing you are sorted on this now, but there is a fully recorded webinar that explains how the CIS feature works.  You'll find within the 'on-demand' area.

 

https://quickbooks.intuit.com/uk/small-business-webinars/

 

CIS updates are expected very soon, so look out for those.

 

Ash.

K
kev12
February 22, 2021

I have just been looking at this myself

Would it not have been better to have a line for the cis deduction rather than just a cis item for the full amount?

It has made the items list redundant and the ability to track items is lost

    A
    AshBeetson
    February 22, 2021

    CIS should be deducted on labour only.  After selecting the approriate item to record labour, the correct amount should be deducted in the total box.  Adding other costs like materials, sundry expenses the CIS will not be effected.  However, the CIS box is completely editable, so if sombody pays the incorrect amount and deducts too much or too little CIS, simply change this value so that the invoice balance agrees to the amount received.

    CIS adjustments are held separately in the balance sheet and can be fully tracked and reconciled from there.

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