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Credit Note Generator

Correct an invoice the right way, with a credit that points back to the original.

Your business

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PNG, JPG or SVG. Or drop it here.

Credit to

Credit note details

Items

Qty
Rate
$
Amount
$0.00

Tip: quantity and rate understand arithmetic, like 2*45 or 1200/4.

Totals

%
%
$
Subtotal
$0.00
Credit total
$0.00

Notes

Signature

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Format

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How to make a credit note in three steps.

Read: invoice numbering

  1. Step 1: Reference the invoice

    Enter the original invoice number and date, with your details and the customer's. Give the credit note its own number.

  2. Step 2: Itemize the credit

    List what is being credited, whether returned goods, an overcharge or an agreed discount, with quantities and amounts.

  3. Step 3: Explain and download

    Add a short reason and how the credit will be settled, then save the PDF and send it to your customer.

What a correct credit note includes.

Every template covers these for you. Fill in the fields and nothing important gets left out.

  • Its own number

    A unique credit note number, often in a separate sequence, so your records stay in order.

  • The original invoice

    The number and date of the invoice being credited, so the two documents reconcile.

  • Customer details

    The same customer named on the original invoice, with their billing address.

  • Credited items

    Each item or charge being reversed, with the quantity and amount credited.

  • Tax adjustment

    Any tax being credited, shown separately at the rate charged on the original invoice.

  • Reason and settlement

    Why the credit was issued, and whether it will be refunded or applied to a future invoice.

Send it. Get paid. Automatically.

Pro turns the invoice you just made into one that delivers itself, takes payment and follows up.

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  • Send and track

    Email a payable link and see the moment it's opened.

  • Get paid online

    Card and bank payments, recorded against the invoice.

  • Reminders on autopilot

    Polite follow-ups that stop when you're paid.

Start from a sample for your trade.

All templates

Questions, answered.

What is a credit note?

A credit note is a document a seller issues to reduce the amount a customer owes on an invoice. It covers returns, overcharges, damaged goods and discounts agreed after invoicing.

Why not just edit the original invoice?

Once an invoice is sent, it should generally stay as issued. A credit note records the correction separately, which keeps your books consistent and is what many tax authorities expect.

Do I need to reference the original invoice number?

Yes. Citing the original invoice number and date ties the credit to the right sale and makes reconciliation simple for both sides.

How should I number credit notes?

Use a dedicated sequence, such as CN-0001, kept apart from your invoices. Our guide to invoice numbering explains the same principles.

Is a credit note the same as a refund?

Not quite. A credit note records that money is owed back to the customer. That amount can then be refunded or deducted from the next invoice.

Does a credit note affect sales tax or VAT?

Usually, yes, because it reduces the taxable amount of the original sale. Treatment varies by country and state, so confirm the details with an accountant.
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