Credit note

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Finance and accounting templates

• Your business name

  For example: Northfield Digital Studio LLP

• Your address

  For example: 3 Mill Lane, Leeds LS1 5AA, United Kingdom

• Your tax or VAT number (optional)optional

  For example: GB123456789

• Customer name

  For example: Harbourline Retail Ltd

• Customer address

  For example: 85 Dock Road, Liverpool L3 4BP, United Kingdom

• Credit note number

  For example: CN-2026-014

• Credit note date

  For example: 20 November 2026

• Invoice being credited

  For example: INV-2026-231

• Date of that invoice

  For example: 2 November 2026

• Reason for the credit

• More about the reason (optional)optional

  For example: Two of the ten chairs arrived damaged and were collected on 15 November.

• Your logooptional

  Shown at the top of the document.

• Currencyoptional

  Pick one and every amount is written as money in it. Leave it empty to show plain numbers.

• Items credited

  One line for each item you credit. Each line total, the tax and the total credit are worked out for you.

• How the credit is settled

1. 1What this credit is for
2. 2Items credited
3. 3Settlement

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Your business name, Your address, Customer name, Customer address, Credit note number. 4 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Many countries have rules for credit notes: they may need a particular number format, a reference to the original invoice, the tax shown separately, and a time limit for correcting tax. Check what applies where you do business, and tell your accountant, because a credit note changes your sales and tax records.

Are these finance templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do these templates include tax rules?

No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require.

Can I use them with my accounting software?

Yes. They are plain documents. Download the Word version, or copy the figures into your software.

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