To allocate a CIS invoice and credit note together, they must use the same type of nominal code, either both CIS taxable or both non-taxable. For example, if you post an invoice to your CIS labour nominal code which is CIS taxable, the credit note must also be posted to a CIS taxable nominal code, such as CIS Labour or CIS Other labour.

CIS invoices can't be part paid, they must be paid in full.

 TIP: You can check the nominal code on an invoice or credit note in the subcontractor record Activity tab.

We'll run you through the steps below on how to allocate CIS invoices and credit notes together.

Allocate credit note to CIS invoice

1. On the navigation bar, click Subcontractors then click Supplier payment.
2. In the Payee box, type the subcontractor account reference, or click the arrow then double-click the reference.
3. In the Select Payment/Allocation type window, click Allocate CIS Taxable credits or Allocate CIS Gross credits as required, then click OK.
   
   

    TIP: If you have non-CIS invoices and credits or payments on account that you want to pay or allocate, click Pay & Allocate standard transactions. Only the invoices and credits with nominal codes that match your selection appear in the Supplier payment window.

4. In the Date box, enter the allocation date you want to use.
5. In the Payment column, enter the amount you want to allocate against the invoice and the credit note.
6. Click Save, then click Close.

For more information on other ways to post subcontractor CIS transactions - Read more >

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