Invoice Template
Bill a client with 17 line items, tax, discount and payment details.
Free Fillable Credit Note
For small businesses correcting an invoice after a return, overcharge, discount or cancelled work.
Reference the original invoice, state the reason, list the credited items and send the note to the customer.
- Billing and sales
- PDF, 65 KB
- 77 fillable fields
- US Letter, A4-safe
- No scripts
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What's on the form
- Credit note number, date and original invoice
- Supplier and customer details
- Reason for credit
- Credited line items and tax
- Total credit and authorization
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How to fill in the credit note
- Assign a credit-note number and identify the original invoice and customer account being adjusted.
- State the reason for the credit, such as a return, overcharge, discount or cancelled work.
- List the affected items and calculate the tax and total credit using the same currency as the invoice.
- Authorize the correction and send the credit note while retaining it beside the original billing record.
Questions
Does a credit note replace the original invoice?
Usually no. It references and adjusts the original invoice, so keep both records together.
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