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Get paid

Issue a credit note

Reduce what a customer owes for returned goods or an invoice mistake, and link it to the original e-invoice.

Before you start: The original sales invoice should already be submitted as an e-invoice, so you can link the credit note to it.

Steps

  1. 1Go to Sales › Credit Note and click Create.
  2. 2Pick the Customer and set the Credit Note Date and Branch.
  3. 3Add a Reference No., e.g. the return slip number.
  4. 4Leave E-Invoice Type as Credit Note.
  5. 5Under Original Invoice, pick the submitted invoice this credit note corrects.
  6. 6Under Items, add the products and quantities being credited.
  7. 7Set the status to Completed and click Create Credit Note.
  8. 8Open the credit note and click Submit Tax Invoice to send it to MyInvois.
Create Credit Note form: E-Invoice Type set to Credit Note and the Original Invoice field
Steps 4 and 5 on the credit note form.

Tip: The original invoice is sent to LHDN as the billing reference. Only the customer's submitted invoices show in the list.

FAQ

What does a completed credit note do?

It reduces the customer's balance and posts to your accounts.

I made a mistake on a credit note.

Cancel it to reverse it, then create a new one.

Why is my invoice missing from Original Invoice?

Only invoices already submitted as e-invoices show there. Pick the customer first, then search again.

Related

Submit an e-invoiceSend a completed sales invoice to LHDN through MyInvois. Duitbooks adds the e-invoice details and QR code to it.Create a sales invoiceBill a customer for what you sold. Mark it completed once it's right, so it counts in your reports.Record a payment receivedWhen a customer pays, record the money in and link it to their invoices. Their balance updates for you.