CIS payments can reach your records through your bank feed or through a money-in transaction.

Choose the right method based on whether you use bank feeds, so you don't record the same payment twice.

If you get paid through a bank feed

1. Open the CIS invoice and mark it as paid.
2. Don't select the Create money-in transaction checkbox.
3. Wait for your bank feed to pull in the payment. If Sage Copilot doesn't find an automatic category match, it'll show in Draft transactions.
4. If Sage Copilot auto-categorises the payment, it moves straight to Completed transactions.

If you don't use a bank feed

1. Open the CIS invoice and mark it as paid.
2. Select the Create money-in transaction checkbox.
3. Sage adds the payment directly to Completed transactions.