# Credit Note Template, Free to Fill Online Source: https://nerix.ai/templates/credit-note Cancel or reduce an invoice you issued, for a return, an error or a discount. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/credit-note) ### Credit note **Northfield Digital Studio LLP** 3 Mill Lane, Leeds LS1 5AA, United Kingdom Tax number: GB123456789 **Credit note number:** CN-2026-014 **Date:** 20 November 2026 **To:** Harbourline Retail Ltd 85 Dock Road, Liverpool L3 4BP, United Kingdom ## What this credit is for This credit note corrects invoice **INV-2026-231** dated 2 November 2026 , because of Reason for the credit . Two of the ten chairs arrived damaged and were collected on 15 November. ## Items credited | Item credited | Quantity | Price of each | Tax % | Credit | | Office chair, model A12, damaged in delivery | 2 | 185.00 | 20% | 370.00 | | Delivery charge for the two chairs | 1 | 20.00 | 20% | 20.00 | | | | | Subtotal | 390.00 | | Tax 20% | 78.00 | | **Total credit** | **468.00** | ## Settlement How the credit is settled This credit note reduces the amount you owe us, or that we owe you, as shown above. Please keep it with invoice INV-2026-231 for your records. If you have a question, contact us and quote the credit note number. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Finance and accounting ## What this template is for A credit note to reduce or cancel an invoice: your details, the invoice it corrects, the reason, items credited, tax and total. Fill in, then Word or PDF. 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](https://nerix.ai/templates/finance-accounting) Finance and accounting ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### 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 logo optional Shown at the top of the document. - ### Currency optional 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 Finance and accounting ## What is inside The parts of this document, in order. - 1 What this credit is for - 2 Items credited - 3 Settlement Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=credit-note) ### Was this template helpful? Finance and accounting ## Questions people ask ### 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. Templates ## More in Finance and accounting - [Account reconciliation sign-off Show that a ledger balance matches the bank or statement, with the differences explained and signed off. Finance and accounting](https://nerix.ai/templates/account-reconciliation-sign-off) - [Bad debt write-off memo Record and approve writing off a debt that cannot be collected, with the steps already tried. 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