Document type

Free credit note template.

A credit note cancels or reduces a previously issued invoice — for a return, overcharge or correction. Use invoice44 to reference the original invoice, show the credited amount and reason, and send a clean branded PDF that keeps your records straight. Free, no signup, works offline.

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When to issue a credit note

Returns & refunds

Credit a customer for returned goods or cancelled services.

Overcharges

Correct a billing error without deleting the original invoice.

Discounts after billing

Apply a discount or goodwill credit after an invoice was sent.

Clean records

Keep an auditable trail instead of editing a sent invoice.

How to create one

  1. Reference the invoice

    Quote the original invoice number and date.

  2. List what is credited

    Show the items or amount being reduced.

  3. State the reason

    Return, correction, discount — keep it clear.

  4. Show the credit total

    The amount to refund or offset against future invoices.

  5. Send the PDF

    Email it to the customer for their records.

New to invoicing? Read how to create an invoice and how to send an invoice.

Frequently asked questions

What is a credit note?

A credit note is a document issued to cancel or reduce the value of a previously issued invoice. It is used for returns, overcharges, post-sale discounts and corrections, and provides an auditable record instead of editing the original invoice.

How is a credit note different from a refund?

A credit note is the document that records the reduction; a refund is the actual return of money. A credit note can also be offset against the customer’s future invoices instead of being refunded.

Should I delete the original invoice instead?

No. Once an invoice is issued you should leave it and issue a credit note. This keeps a clear, auditable trail for your accounts and for tax.

Do I reference the original invoice?

Yes — always quote the original invoice number and date so both documents reconcile cleanly.

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Related: Proforma invoice · Quotation · Credit note · Recurring invoice · All templates

Create it free in under a minute.

Branded, multi-currency, works offline. No signup.

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