Credit note template
Looking for credit note template examples? Check our designs, choose the one that fits you the best, and create your delivery note.
The best credit note templates for your business
You do not need to spend time going through all the credit note templates available on the internet. We have created a free forms that you can easily edit or download to your computer. Select your preferred format and start using the template now.
What is a credit note?
how is a credit note used
A credit note, or credit memo, is a legal financial document intended to inform a customer about their eligibility for a partial or full refund on a recently paid invoice. It's the direct opposite of a debit note, which instead of reimbursing costs, requests payment. Credit notes can offer reimbursement in the form of cash or store credit for future use.
There are several cases where you may need to issue a credit note. These include:
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the customer returning products or rejecting services
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the customer being overcharged on the original invoice
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a mistake in price on the original invoice
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products being damaged in transit or services failing to meet the terms of an agreement
recommended fields for a credit note
The credit note document format is necessary because invoices can't be legally changed or deleted following successful payment. Therefore, you can use credit notes to substitute issuing new invoices in cases like the ones outlined above. Furthermore, it will prevent you from running into issues with the tax office at the end of the fiscal year.
A credit note should include the following information:
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the term “Credit Note”
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issue date
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credit note number (often identical to the associated invoice's number)
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customer reference number
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payment terms
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company details (name, address, contact)
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VAT (if the original invoice included it)
More credit note templates
Have you not found your desired template? We have more free templates in our Free Credit Note Generator. Create your document and download in PDF afterwards.
Other template examples
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