Self-billed Credit Note

A self-billed credit note is a document issued by the buyer, rather than the supplier, to reflect a reduction in the amount payable on a previously issued self-billed invoice. This credit note is generated when there is a need to adjust the transaction due to reasons such as returns, overcharges, or errors in the original invoice.

In the scenario where buyer who already issued a self-billed invoice also takes the responsibility to generate credit note on behalf of the supplier. You can use vendor Bill record to create and certify self-billed invoice to IRBM. For more information about vendor bills, see Vendor Credits

Generate, Certify and Send Self-billed Credit Notes

You can generate, certify and send self-billed debit notes using the Malaysia Electronic Invoicing SuiteApp.

To generate, certify and send e-documents for a self-billed credit note:

Create or edit a vendor credit record.

Note:
You must apply a vendor credit or vendor bill credit record on previously certified self-billed invoice.
On the E-Document subtab:
- If the Template and Sending Method Auto-selection box is checked on the vendor record, then the template and sending method are automatically selected for a transaction.
- If the Template and Sending Method Auto-selection is not checked, then do the following:
  - From the E-Document Template list, select the Avalara Malaysia Outbound Transaction template.
  - From the E-Document Sending Method list, select the Malaysia e-Invoicing Sending Method.
In the Malaysia Electronic Invoicing subtab:
- Malaysia Mandate Type – Select one of the following mandate type from the list:
  - MY-B2G-EINVOICE
  - MY-B2B-EINVOICE
  - MY-B2C-EINVOICE
  Note:
  You can skip this step at transaction level, if you have already setup the Malaysia Mandate Type field when setting up the customer or vendor record.
Click Save.

Note:
The system updates the transaction record, and the Generate E-Document button is displayed.
Click the Generate E-Document button.

Note:
On the E-Document subtab, the status of the e-document in the E-Document Status field, will change to Ready for Certification status. If the status is displayed as Generation Failed, then there is an error in generating the e-document, which you must fix before regenerating the e-document. For more information, see Viewing E-Document Status and Audit Trail
After generating e-documents, click the Certify E-Document button. The document is sent to IRBM for certification.

Note:
Certification of e-documents from IRBM takes time to process and the status of the e-document is set to Certification in Progress.
After receiving response from IRBM, the e-document status is set to Ready for Sending.
In the Malaysia e-Invoicing Fields subtab, the following fields are populated with appropriate values after the e-documents are certified from IRBM:
- Malaysia Unique Identifier Number – This field stores the UUID for the transaction after e-document certification on a transaction record.
- Malaysia Long ID – This field stores the long ID of the transaction after e-document certification from IRBM on a transaction record.
- Malaysia Digital Signature – This field stores the long ID of the transaction after e-document certification from IRBM on a transaction record.
Click the Send E-Document button to send the certified debit note to customers.

A banner message is displayed on the transaction record indicating that sending of the e-document is in progress. The certified PDF is sent to the email in the customer record.

Then, the value of the E-Document Status field on the E-Document subtab is set to Sent status. For more information, see Outbound E-Document Statuses.

Note:
By default system generated template is used to send the email to e-document recipient list. You can customize the email template, for more information about customization see Selecting an E-Document Email Custom Template

General Notices