Reference the original invoice
Include the original invoice number and date, customer, reason for the credit, and the relevant product, service, or tax lines.
Credit note generator
Use this free credit note generator when a customer should owe less than the amount on an issued invoice. Record a return, refund, post-sale discount, overcharge, cancelled service, or tax correction while keeping a clear link to the original transaction and its currency.
Include the original invoice number and date, customer, reason for the credit, and the relevant product, service, or tax lines.
Itemize the quantity, price, discount, tax, and credited total so both parties can see exactly how the balance changes.
Issue a separate credit note rather than silently editing a completed invoice, and retain both documents in your business records.
Common questions
A credit note is commonly used for returned goods, cancelled or reduced services, overbilling, post-sale discounts, refunds, or tax corrections after an invoice was issued.
Usually it supplements the original invoice. It references that invoice and records the amount being reduced so the original charge and later adjustment remain traceable.
Tax, invoicing, and record-keeping requirements vary by business and jurisdiction. Review the completed document before sending it.