Free credit note template
A credit note template is a layout that reduces or cancels an amount a customer owes on a previous invoice. It records the original invoice number, the amount credited and the reason. Fill it in and download a PDF free.
When do you use a credit note?
Use a credit note to correct an overcharge, handle a return, or apply a refund against an invoice you have already issued.
What should a credit note include?
- Your business details
- Customer details
- Credit note number
- Original invoice number
- Reason for the credit
- Itemised amounts being credited
- Total credited
Frequently asked questions
What is a credit note?
A credit note is a document that cancels all or part of a previously issued invoice. It is used for returns, overcharges or corrections, and it must reference the original invoice so both sides can reconcile their records.
When do I issue a credit note instead of deleting an invoice?
Once an invoice has been sent, you should not delete it. Issue a credit note to reverse it, so there is a clear audit trail of what changed and why. This keeps your records and your customer’s in step.
Does a credit note mean a cash refund?
Not necessarily. A credit note reduces what the customer owes. It can be set against future invoices or, if the customer has already paid, followed by an actual refund through your own payment channel.
Is the credit note generator free?
Yes, building and downloading a credit note is free, with no watermark and no card details.
What must a credit note include?
A credit note must show your business and customer details, a credit note number, the original invoice number it relates to, the reason for the credit, the itemised amounts, and the total being credited.