While mistakes can and do happen when invoices are sent, if you follow it up with a credit note, it proves that you’re working hard to maintain a strong relationship with your client.Ĭonsider the alternative: accidentally charging them the wrong amount and then doing nothing to rectify it - that will only cause conflict and mistrust. That way, you’re more likely to retain them as a client.Īnd secondly, it shows that you’re paying attention. If your product or service doesn’t meet their expectations, you can be on the front foot in terms of offering a refund or money off their next invoice. And you can keep track of the credit notes you’ve issued, rather than starting from scratch every time you need to provide one to your clients.īut a credit note is more than simply a piece of business admin.įirstly, it’s your chance to establish trust, credibility, and transparency with your client.You can reinforce your professionalism by adding your branding.It lets you be consistent with your professional tone of voice.Building a template that can be used over and over saves time and energy.
There are some clear reasons why you should use a template to produce a credit note: Instead, you’d simply open the template, make a copy, add the line items for which you’re issuing credit, and then save it with a unique identifier (a Credit Note Number), before sending it to your client. It saves you the time and effort of making it from scratch whenever you’re issuing credit to a client. For example, this could include your contact details, company branding, company number, and your terms and conditions.Ī credit note template is, therefore, a document that’s pre-saved, ready to use with this important info. When making a template, you should produce a master copy using the information that you need every time you use this document. What is a credit note template?Ī template is used to create an edited version of a document that is utilized over and over again. Businesses are legally required to keep reliable audit trails, and your freelance business is no different. This is crucial as, in some countries, deleting an invoice can be deemed unlawful. If you accidentally overcharge a client, for example, you can use a credit note to delete the amount without deleting the invoice. That’s where a credit note template comes in handy.Ī credit note (sometimes called a ‘credit memorandum’ or ‘credit memo’ for short) is a legal document that gives you the power to cancel an already-issued invoice, in part or in full. And when you’re trying to manage and deliver projects, communicate with clients, and issue invoices, mistakes can happen.Īfter all, you’re only human. The busy life of a freelancer requires juggling many different responsibilities, sometimes all at once. With a well-crafted design and eloquent content of our templates, you will certainly have an organized document.New to credit note templates? Read our guide below. You will definitely finish making your own credit memo in just a few minutes.ĭon’t hesitate to use one of our sample templates and start creating your own credit memo. After you make the necessary adjustments and changes to the template, save it right away and hit the download button. You can use our built-in editor tool with user-friendly features that allow you to customize your chosen template conveniently and with no difficulty. The best part about our templates is that they are 100% customizable. We can guarantee that you will surely find the template that you need here. There an extensive content to choose from that is intended for different purposes. Just browse through our collection until you find the template that best suits your desired credit memo document. The good news is that, here at, we provide you with templates that will help you get done with your documents faster and more efficiently. Writing and crafting a credit memo could overwhelm you, especially if you have to make it from scratch.
Having said that here is our wide collection of Credit Memo Templates in PDF that will come in handy for you. In making a credit note or memo, you have to be comprehensive. It includes some important matters such as the payment options, discount, shipping process, and other significant details.
A credit memo is a document that is sent by the seller or supplier to the customer.