What is a credit note?
A credit note records a full or partial credit associated with an original invoice.
When to use it
Enter the original invoice number, reason and credited items or amounts; review that the credit does not exceed the source total.
Workflow: Start with the invoice available in this browser and use Create credit note or Create from Invoice to prepare a separate draft. Choose the reason and full or partial scope, then check the source reference and credited amounts; this tool does not issue a refund.
Key fields
- Credit Note No: and the date fields appropriate to this document.
- Business and counterparty details, with country and currency settings where relevant.
- Document-specific rows and optional notes, references or terms.
- Status choices: Draft, Issued, Applied, Cancelled.
How to create one
- Review the editable example and enter the parties, reference and dates.
- Add or adjust the document rows; confirm quantities, amounts and country settings when relevant.
- Review the document-specific preview, then download the PDF or use Print.
Drafts autosave locally in this browser. This website does not process payments or upload documents.
Related tools and guides
General information only, not legal, tax or accounting advice. Check current requirements for your location and circumstances.