Purpose
Use this template when you need to issue a refund, return, or correction. The document references the original invoice, lists the affected items, and calculates the credit total.
Template
Issue corrections and refunds with clarity
Use this template when you need to issue a refund, return, or correction. The document references the original invoice, lists the affected items, and calculates the credit total.
Clearly state why you are issuing the credit and who approved it. Keep the credit note number consistent with your internal sequence so accounting can reconcile easily.
Send the credit note alongside the related invoice or payment confirmation so clients can see the adjustment. Save a PDF for your accounting records.