Credit Invoice Template
Create professional credit invoices (credit notes) for refunds, returns, and billing adjustments with clear references to the original invoice. This credit invoice template supports itemized credits, price corrections, shipping credits, and service adjustments—ideal for businesses that need clean documentation for accounting and customer records. Download instantly in PDF, Word, or Excel format.
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Subtotal$100.00
Total (USD)$100.00
What to Include on a Credit Invoice
Credit invoices (often called credit notes or credit memos) should clearly reference the original invoice and explain the adjustment.
Key details- Original invoice number
- Credit reason
- Credit type (return, adjustment, refund)
- Itemized credit amounts
- Credit/adjustment
- Returned items credit
- Service adjustment
- Shipping credit
- Price correction
- Goodwill credit
- Total credit amount
- Notes on how the credit is applied (to balance or refund)
When to Use a Credit Invoice
Businesses issue credit invoices in a few common situations.
Typical uses- Returned products
- Overbilling or incorrect pricing
- Service disputes or partial adjustments
- Shipping or fulfillment errors
- Goodwill credits for customer support
How to Itemize Credits for Accounting
Clear itemization makes credits easier to reconcile.
Best practices- Match descriptions to the original invoice items
- Use a short credit reason (e.g., “Return”, “Price correction”)
- Include the original invoice number on the document and in the notes
Applying Credits: Open Balances vs Refunds
Credits can be applied in different ways.
Common approaches- Apply the credit to an open invoice balance
- Apply the credit to future invoices
- Issue a refund if the account is paid