| Info |
|---|
The guide below will walk you through the typical steps required to generate your sales invoices and deliver them. |
Your Workflow Guide
The process outline displayed on this page will take you through the minimum steps required to complete a standard CIS payrollgenerate and deliver your sales invoices.
Category | App | Menu | Description | Help | |
|---|---|---|---|---|---|
| 1 | Review | InTime | Timesheets > Approved | Check timesheets are in and approved | |
| 2 | ExportPreview | InTime | Sales > Generate InvoicesSelect payroll frequency and export (This will include timesheets and expenses): Preview | Apply your filter options and click search to return the appropriate timesheets ready for invoicing. (Check that your invoice consolidations are correct) | ?? |
| 3 | Generate | InTime | Sales > Generate Invoices: Generate Selected | Generate invoices for all the applicable timesheets | ? |
| 4 | Review | InTime | Sales > List Invoices | Once you have generated your invoices, InTime will automatically display all the invoices created during the process. Use the filters available on the page to search for specific Invoice batches. | ? |
| 5 | Deliver | InTime | Sales > List Invoices | Set the “Send Status” to “No”. Select all applicable invoices and click “Send” | ? |
Frequently Asked Questions
In addition to the above, we have also provided some answers to the most frequent questions asked.
My contractor’s past payments were deducted at 30% (or higher rate), they are now CIS registered with a 20% deduction rate. Can I back date the Tax treatment to the correct amount?
No. Assuming you have re-verified the contractor, you should adjust the contractor record to the 20% CIS tax status on InPay. Any future payments will be deducted at the new rate.
You and the contractor should consult with HMRC directly regarding any deduction overpayments made.
I need to re-verify a contractor through InPay, how do I do this?
Contractors can be re-verified through InPay by removing any stored verification number from their record. Records without any verification numbers will automatically be included in your next CIS verification request.
Caution should be applied when removing any verification numbers. For example, this approach should only really be used when a verified contractor has not been included in a CIS return for 2 or more years.
Some of my CIS contractors don’t want to operate on a self-bill invoicing basis.
How do I generate my credit note adjustments?
Due to the ad hoc nature of credit notes, the process has not been included above. For further details please view the following pages: