Self-Service Credit Note

A credit note reduces the value of an earlier e-Invoice for reasons such as an error, discount, or return when no money is returned to the buyer.

Important: Before creating a credit note, ensure that the selected outlet has a Short Name configured. Self-Service requires the Short Name and uses it as the document-number prefix.

Create a credit note

  1. Open Self-Service → Credit Note.
  2. Select Create New Credit Note.
  3. Select the Customer, Outlet Name, and applicable Original Invoices.
  4. Choose whether to use Auto-Generate Number. If it is off, enter the Document Code.
  5. Complete Document Date, Preferred Submission, LHDN Submission, Sale Type, Currency Code, and Currency Rate as applicable.
  6. Confirm the customer email and select Create.
  7. Select Add Product/Item and add each credited line.
  8. Review the footer totals and select Submit Credit Note.

The original-invoice selection establishes the billing reference. Confirm that the selected invoice belongs to the same customer and is the document being adjusted.

Complete credited lines and totals

For each line, verify the classification, category, item code, description, quantity, UOM, unit price, per-item discount, tax type, tax rate, tax-exemption reason, and additional charges. Use Add for a new line or Apply Changes after editing.

Review subtotal, total discount, additional charges, rounding, total excluding tax, total tax, total including tax, and grand total. The credit amount and tax treatment must agree with the underlying business adjustment.

Bulk import using Import From Excel

Select Import From Excel to open the credit-note CSV/TXT import screen. Download the current CSV template, upload the completed file, select Validate Data, review the result, and then select Import Now. Eligible records can be queued for background upload. See Bulk Import.

Maintain an existing credit note

Depending on its status, the workspace provides Edit Credit Note Header, Add Product/Item, Clone Credit Note, Delete Credit Note Draft, Void Credit Note, Cancel Credit Note, and Print Preview.

Deleting removes an unneeded draft. Voiding marks the AECloud document as voided. Cancelling requests cancellation of an eligible submitted e-Invoice. Enter the requested reason carefully for a void or cancellation action.

After upload, monitor LHDN Submission → Credit Note. Confirm that the original-document reference and reduced amount are correct before submission.