Credit Note
A note reducing what a customer owes on an invoice.
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Sample included: Example: Credit Note in use. Reducing what a customer owes: the original invoice, the items or amounts credited, and the reason for the credit.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Fill in the customer and invoice
Write the customer, the credit note number and date, and the original invoice number and date.
2. List what is credited
List each item or amount credited with its quantity and unit price, then total the credit.
3. Give the reason for credit
Write the reason for the credit in plain words so the customer can see why it was issued.
4. Authorise and send
Have the note authorised, send the original to the customer, and file a copy with the original invoice.