Record a payment for a CIS invoice
Description

When your contractor pays you, record the payment against the invoice in Sage Sole Trader.

This is the point Sage records the CIS deduction and includes the gross invoice amount in your turnover for HMRC.

The payment window shows:

  • Total invoice value
  • CIS deducted by your contractor
  • Total after CIS, which is what your contractor actually pays you

Sage pre-fills the payment amount with the total after CIS, so you don't usually need to change it.

Cause
Resolution

CAUTION:

Only tick Create money-in transaction if you don't use a bank feed and you don't import bank statements. Otherwise the same payment comes in through banking and creates a duplicate.

  1. Go to Invoices.
  2. Find the relevant invoice and select Actions.
  3. Select Add a payment.
  4. Check the payment amount and date.
  5. Decide whether to tick Create money-in transaction:
    • Tick it if you don't use a bank feed and don't import statements
    • Leave it unticked if you use a bank feed or import statements
  6. Select Save.

Sage marks the invoice as Paid and posts the CIS deducted to your CIS Tax Asset account. The gross invoice amount then appears as turnover for HMRC reporting.

Steps to duplicate
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