Debit note workflow (as per V.2.1)

Introduction

Learn how to seamlessly submit your debit notes to the LHDN MyInvois portal directly from Zoho Books. Fully verify authenticity with LHDN, and cancel documents directly from Zoho Books!

How to Submit a Debit Note to LHDN

1.  Select an approved and sent invoice (refer here for invoice workflow)
   
2. Open the 3-dot menu (right end of the top bar) and select "Create Debit Note"
3. Enter the reason for the debit note.
   
4. Fill in the line item details as required.
   
5. Add the Item Classification Code to the debit note line item
   
1. Bulk Actions > Show Additional Information > Reporting Tags
   
6. Save the Debit Note and push it to MyInvois.
   

Cancel Debit Note from LHDN 

NOTE: LHDN process is only necessary for already pushed invoices

You can only cancel a document in LHDN within 72 hours of pushing

1.  Click the widget on the top right of the pushed debit note 
   
2. In the popup window, click "cancel" 
   
3. Fill in cancelation details, and "initiate cancelation"
   
1. if none of the preset reasons for cancelation apply, select "other" and fill in reason into the new dialog box.
   
2. View progress of cancelation in this popup window as well. 
4. Edit the Debit note and remove (delete) the UUID and Public link from the document 
   
5. Save the document 
   

You may re-push the document as normal to LHDN after all these steps are complete

Voiding Debit Note in Zoho Books

1. Open the 3-dot menu (right end of the top bar) and select "VOID"
   
2. Click "Proceed" and close the popup window
   

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