Free return note and refund note template
A return note template records goods a customer is returning, or a refund that has been agreed, with the reason and the items involved. It usually precedes a credit note. Fill it in and download a PDF free.
When do you use a return note?
Use a return note to document returned goods or an agreed refund before issuing a credit note.
What should a return note include?
- Your business details
- Customer details
- Return note number
- Original invoice number
- Reason for return or refund
- Items and quantities returned
- Value and next step
Frequently asked questions
What is a return note?
A return note records goods a customer is returning, or a refund that has been agreed, with the reason and the items involved. It is often the step before a credit note is issued.
How does a return note relate to a credit note?
The return note documents the return itself; the credit note then reduces what the customer owes or records the refund. Using both keeps a clear trail.
Do I need a return note?
It helps both sides agree what is being returned and why, which reduces disputes and supports the credit note or refund that follows.
Is the return note generator free?
Yes, building and downloading a return note is free, with no watermark and no card details.
What should a return note include?
Include your business and customer details, a return note number, the original invoice number, the reason for the return or refund, the items and quantities returned, and the value with the next step.