Free Credit Note Template
Create a credit note, preview it live, and download a PDF — no account required.
Fill required fields.
Add your name, a client name, and at least one line item to enable download.
Your name
Client name
Configuration
Fill required fields.
Invoice
Invoice # 0001
Issue date: 8/9/2026
From
—
Bill to
—
| Description | Qty | Rate | Amount |
|---|---|---|---|
| — | 1 | $0.00 | $0.00 |
Notes
—
Terms
—
Review our calculation methods, data sources, and compliance limitations.
Overview
Credit notes are used to correct or refund a prior invoice. Use this template to document the adjustment clearly with line items and totals.
How it works
- Start with credit note mode: This page starts you in credit note mode.
- Enter parties and dates: Add your details, client details, and dates.
- Describe the credit: Add line items for refunds or corrections.
- Download: Preview and download the credit note as a PDF.
Essential elements
- Your business details and the client details
- Credit note number and issue date
- Effective date (optional)
- Line items describing the credit
- Totals and any applicable tax adjustments
- Notes / terms referencing the original invoice
FAQs
What’s the difference between a credit note and a refund receipt?
A credit note adjusts what’s owed on an invoice. A refund receipt documents a completed refund payment.
Can I reference an original invoice number?
Yes. Use Notes/Terms to include the original invoice number and context.
Can I change labels like “Bill to”?
Yes. Use Field labels under Preferences to customize the visible labels.
Do you store my data?
No by default. You can keep history locally in your browser or sync to cloud when signed in.