Credit Note Template (Free Fillable PDF)

A credit note is an invoice in reverse, and it has to point clearly at the invoice it corrects. The header asks for the credit note number and date issued, then the original invoice number and its date, so your books and the customer's agree. Underneath are the two familiar blocks — issued by, and credit to — laid out the same way as an invoice so the pair of documents can be read side by side.

The reason comes next, because a credit without a reason causes questions later: tick boxes for goods returned, damaged or faulty, overcharged and order cancelled, plus an Other box and a details line to explain in your own words. The table below gives ten rows with columns for the description of the credited item, quantity, unit price, tax and amount credited, and the totals block covers subtotal credited, tax credited and total credited.

At the foot, tick boxes record how the credit is applied — refund paid, credit on account, or offset against a later invoice — followed by a notes box and lines for who issued it, who approved it and the date. Every field is fillable, so you can type the note, email it to the customer and print a copy for the invoice file. Amounts are shown without a currency symbol. Prints on US Letter or A4.