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.
How to Submit a Credit Note LHDN
Method 1
Open the invoice you want to Credit Note, click on the
icon in the toolbar above the Invoice.
From the drop down select "Create Credit Note".
Select "Create Credit Note".
Confirm that this is the Invoice you will create a Credit Note on, then click the "Ok" button.
Click the "Ok" button
Upon the Credit Note generation, ensure all details are correct, then click the "Save" button.
Click the "Save" button
Next, record the Credit Note in the MyInvois portal by clicking the "Push to MyInvois" button.
Click the "Push to MyInvois"
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
Next, to refund the credit note first expand the "Credits Applied" section and delete the Credit Note by clicking the
icon.
Delete the Credit Note
Then click the "Ok" button on the confirmation pop-up.
Click the "Ok" button
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
On the toolbar above the Credit Note click on the
Select "Refund"
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
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.
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
Method 2
From the "Credit Notes" page, found in the left navigation menu under "Sales",
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