CIS Deduction on ServiceM8 Invoice

How to include the CIS deduction on ServiceM8 invoice. This can be done by adding a deduction (call it ‘CIS’) as an item under the jobs Quotes & Invoicing item list.

To do this:-

  1. Open the job you wish to apply CIS onto
  2. Go to the Quotes & Invoicing Tab
  3. Click the add item/service button to add a new item
  4. Set the item quantity to -1 (Negative 1)
  5. Set the item name / code to CIS
  6. Set the item price to its %age equivalent

You should see the total amount adjust automatically. It’ll be best to always put the CIS at the last part of the item list so it is easily seen. Once the invoice is generated, the CIS deduction should show at the bottom of the item list.

Another option is to send the invoice to your accounting package and issue the invoice from there, with the CIS deduction added but we’re not really so sure on how to do this in Xero. (It would be best to get in touch with Xero, or your accounting advisor as they are experts on this.

Top