E-Credit Note Submission Settings for Credit Note

Modified on Mon, 17 Nov at 7:40 PM

When the centre enables E-Invoice, all invoices, whether created manually or generated automatically are set to be included for E-Credit Note submission by default.

The E-Credit Note Submission Settings feature gives you full control to decide which invoices should be excluded from the E-Credit Note submission process. This setting mainly revolves around the “Include Invoice for E-Credit Note Submission” toggle, which allows you to adjust exclusion preferences.

You can adjust the E-Credit Note submission settings while creating a new invoice or when editing an existing invoice. For existing invoices, the system allows you to make changes either individually or in bulk.

Creating a Credit Note

Go to the Invoice & Finance module.
Click Options → Create Credit Note.
Select the invoice number you want, then click Create Credit Note.
Alternatively:
- Find your invoice in the list, click the three dots (⋮), and select Create Credit Note.
On the Create Credit Note page, find the toggle labeled
“Include Credit Note for e-Credit Note submission.”
Turn the toggle OFF if you don't want this invoice to be submitted to LHDN for e-Invoice validation.

Adjust Existing Credit Note Individually

Go to the Invoice & Finance module.
Choose an invoice and click the Action button → View and Edit Credit Note,
or click Options → View Credit Note.
On the View and Edit Credit Note page, look for the same toggle:
“Include Credit Note for e-Credit Note submission.”
Switch it ON or OFF based on whether you want it included in LHDN submission.

Adjust Existing Credit Notes in Bulk

Go to the Invoice module.
Click Options → View Credit Notes.
On the Credit Notes page, select one or more credit notes from the list.
Click Adjust e-Credit Note Submission Settings.
A confirmation will appear asking:
- Include credit note(s) for e-Credit Note submission, or
- Exclude credit note(s) for e-Credit Note submission.
Choose your preferred option and click Save.