Self-Service Self-Billed Credit Note

A self-billed credit note is issued by the buyer to reduce the value of an earlier self-billed e-Invoice for an error, discount, or return that does not involve repayment to the buyer.

Important: Before creating a self-billed 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 self-billed credit note

1. Open Self-Service → Self-Billed Credit Note.
2. Select Create Self-Billed Credit Note.
3. Select the Supplier, 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 supplier 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 it is the self-billed invoice being adjusted and belongs to the selected supplier.

Complete lines and totals

Verify each line's classification, category, item code, description, quantity, UOM, unit price, discount, tax type, tax rate, tax-exemption reason, and additional charges. Review subtotal, discounts, charges, rounding, tax, total excluding tax, total including tax, and grand total.

Maintain an existing document

Depending on 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. Confirm the reason requested by a void or cancellation action.

The list displays Import From Excel, but self-billed bulk-import availability can differ by deployed release. Confirm that the action opens a CSV/TXT upload screen before preparing a batch. See Bulk Import.

Monitor the result under LHDN Submission → Self-Billed Credit Note.