A Self-Bill Credit Note is used to reduce or reverse the value of a previously issued Self-Bill Purchase Invoice such as for over-billing, returned goods, service cancellation or adjustments to the original transaction. It is commonly used under a self-billing arrangement where the buyer issues invoices and related documents (including credit/debit notes) instead of the supplier.
It’s commonly used when: The supplier is not registered on Peppol or does not issue e-invoices
Step 1: Open Self-Bill Credit Note
Navigate to: Purchase > Self-Billed Credit Note
Step 2: Add a New Self-Billed Credit Note
Click Add to create a new Self-Billed Credit Note.
Step 3: Enter the Supplier Information
Under the Header tab, enter the required supplier information and billing remarks. 
Step 4: Select the Invoice to Offset
Click Generate to select the specific Self-Bill Purchase Invoice that you want to offset. Alternatively, you may manually enter the required item details in the Body tab including Price and Quantity.
Step 5: Save and Submit the Credit Note
Once all details are completed, click Save to create the self-bill credit note.
After clicking Save or Print, the system will display a prompt whether to send the e-invoice to Access Point.
“Do you want to send the transaction to Access Point?”
Select Yes → The document will be transmitted automatically to GST InvoiceNow.
Select No → The document will not be transmitted immediately and can be submitted later through Document Management.
