Forum

Welcome to the Okappy forum which contains questions and answers around Okappy’s connected workforce management platform.

to ask your own question, get notified of responses and track other questions and answers.

Check out our forum help for more tips and tricks for getting the most out of the forum. Alternatively, check out our help articles in our support centre or our quick tips and tricks.

ForumGetting started: Getting started with OkappyHow do I add CIS tax deduction

Please to create posts and topics.

How do I add CIS tax deduction

#1 · 15 September 2020, 12:00 am

Good morning,

How do I add the CIS tax deduction to specific customer invoices? I see there is a line for CIS when you create a new invoice, however the figure is set at 0.00 and does not calculate when I input a Labour cost.

Can we also automatically state the site address (address 1) within the invoice description?

Many thanks,

Michelle

#2 · 27 November 2020, 2:28 pm

Hi Michelle

You can add the CIS for a specific customer by

going to the Connections screen,
finding your customer
Click the three dots next to their name
click Account settings.
Enter a value (typically 20) for the CIS deduction.

More information is available at https://www.okappy.com/support-article/how-to-raise-a-cis-invoice-for-a-customer/

Thanks

Richard