PlanIt EPOS · Quotes

Add fitting labour and CIS or reverse charge to a quote

What does this do?

Fitting labour can be its own line on a full quote, and for contractor work the quote can show a CIS deduction or the VAT reverse charge so the amount payable is right.

How to use it

  1. Open a full quote (＋ New full quote or Edit quote).
  2. Press ＋ Fitting labour to add a labour line. Where a reduced rate applies the button reads ＋ Fitting labour (13.5%) and the line is taxed at that rate.
  3. Set the Qty and Price for the labour.
  4. For a contractor job press the blue CIS button and answer Is this job subject to CIS? and Does the VAT Domestic Reverse Charge apply to this job?
  5. Choose the CIS deduction rate. The quote then shows the deduction and the Amount payable.
  6. Press Save quote. The same treatment carries through when you raise the invoice.
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Related guides

Mark a sale as CIS or VAT reverse charge

For construction-industry customers the sale can be marked as a CIS job, with the VAT reverse charge and a CIS deduction on the labour, so the document carries the right HMRC wording and the right amount payable.

Making a Sale

Add a new customer

New customer saves someone to the book before you have sold to them, so their details are ready to drop onto a sale or quote later.

CRM & Customers

Quote a job where the customer pays the fitter direct

When the fitter invoices the customer separately, the quote can still show their name and charge for the customer's benefit, without that money going through your books or your total.

QuotesEstimating

Set CIS deduction and the VAT reverse charge on a job

For commercial and subcontract work, tell PlanIt whether the job is under CIS and whether the VAT domestic reverse charge applies. The quote then states the VAT and the CIS deduction the right way round. Leave it off for ordinary domestic jobs.

Customers & Job Details

Turn VAT on or off for a sale

One switch decides whether VAT is added to this sale. Use it when a sale genuinely carries no VAT; the default rate lives in Settings.

Making a Sale

Edit, void or delete a quote

Quotes can be changed until they are converted. Every change is kept in the document's history, so you can always see what it said before, when it changed and who changed it.

Quotes
Questions this guide answers
  • How do I add fitting as a separate line?
  • How do I apply CIS deduction to a quote?
  • What is the blue CIS button?

Last updated 2026-09-03 · Direct link for this feature