How to submit Credit Note to e-Invoice

Submitting a credit note to e-Invoice is essential for accurate tax reporting and compliance with LHDN regulations. A credit note is issued to reduce the amount payable on an invoice due to returns, discounts, or billing errors. By submitting it to e-Invoice, businesses can ensure proper adjustments in their financial records, maintain transparency, and streamline tax filing.

Important Notes:

Whether you're using Peppol or MyInvois to submit a credit note, you can refer to this article.

How to submit Credit Note to e-Invoice

1. Click on your profile picture and select Settings on the company tab

2. Click on Integration

3. Click on E-Invoice Integrations

4. Click on E-Invoice Settings

5. Click on Credit Note

6. Enable Auto Submit to E-Invoice (Optional)

(Every credit note created will be auto-submitted to e-Invoice. Once the e-invoice has been validated, customer, product, invoice number, and invoice date cannot be edited)

7. Click on Sales and select Sales Invoice

8. Click on the invoice that has been validated 

9. Click on 3 dots

10. Click on Create Credit Note

11. Fill in the info

12. Click on Confirm

13. Click on Reference Link

14. Click on the credit note reference number

15. Click on E-Invoice

16. Click on Submit
(If auto submit to e-invoice for credit note is enabled, you may skip this step)

17. Click on (View E-Invoice)

(You can only view the e-invoice once the document status becomes 'Valid.' If the status shows 'In Progress,' please wait up to 72 hours for the final status update. You can refresh within the 72-hour period.)

18. Scan QR Code or Click to view E-invoice