How to Submit a Credit Note and Refund Note to LHDN

How to Submit a Credit Note and Refund Note to LHDN

Introduction

Understand how to submit credit notes, including refund notes, to the LHDN MyInvois portal. This guide ensures refunds and corrections are managed effectively using credit notes.


Notes
Note : Credit Notes must always be created in reference to an invoice that has already been approved by LHDN.
            Please ensure the Invoice being Credit noted is already a valid e-invoice before pushing the Credit note. 

How to Submit a Credit Note LHDN

Method 1

Invoice > Credit Note > Refund Note

  1. Open the invoice you want to Credit Note, click on the 3-dot menu icon in the toolbar above an invoice with a valid UUID.

  2. From the drop down select "Create Credit Note".

    Select "Create Credit Note".

  3. Confirm that this is the Invoice you will create a Credit Note on, then click the "Ok" button.

    Click the "Ok" button

  4. Upon the Credit Note generation, ensure all details are correct, then click the "Save" button.

    Click the "Save" button

  5. Next, record the Credit Note in the MyInvois portal by clicking the "Push to MyInvois" button.

    Click the "Push to MyInvois"

  6. On the pop-up select the "Proceed" button and wait for it the "E-invoice success" notice, then close the pop-up.

    Select the "Proceed" button and wait

Method 2

Create a standalone credit note not linked to any invoice.

  1. From the "Credit Notes" page, found in the left navigation menu under "Sales", click the "+" symbol or "new" to create new Credit Note. 

  2. Upon the Credit Note generation, ensure all details are correct, then click the "Save" button.

    Notes
    (note: ensure the invoice number you entered corresponds with an invoice already validated by LHDN as a valid e-invoice)

    Click the "Save" button

  3. Next, record the Credit Note in the MyInvois portal by clicking the "Push to MyInvois" button.

    Click the "Push to MyInvois"

  4. On the pop-up select the "Proceed" button and wait for it the "E-invoice success" notice, then close the pop-up.

    Select the "Proceed" button and wait

  5. Complete!

Creating a Refund note

  1. Next, to refund the credit note first expand the "Credits Applied" section of an invoice, and delete the Credit Note by clicking the trash can / delete icon.

    Delete the Credit Note

  2. Then click the "Ok" button on the confirmation pop-up.

    Click the "Ok" button

  3. Next, on the left navigation menu under "Sales", head to the "Credit Notes" page. The Credit Note that you just deleted from the Invoice earlier will be there with an "Open" status. Click the Credit Note to open.

    Select the Credit Note with the "Open" status

  4. On the toolbar above the Credit Note click on the 3-dot menu icon and select "Refund" on the dropdown menu.

    Select "Refund"

  5. Fill up the reason for the Refund in the Description box, and ensure all other details are in order before clicking the "Save" button.

    Click "Save" once all details are filled up

  6. Next, you will need to push this updated Credit Note to MyInvois portal by clicking the "Push to MyInvois" button and wait for it the "E-invoice success" notice, then close the pop-up.

    Click "Push to MyInvois" button to update the credit note first.

  7. Lastly, click "Push to MyInvois" one more time to record the Refund Note in the MyInvois portal. Upon completion you will receive a successful Refund Note notice which you can close to complete this process.

    Close the the pop-up to complete the Refund Note update