Credit Note Generator
Credit back returned goods, an overcharge or a cancelled service against the original invoice - with reason and refund method.
100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.
From
Northwind Supply Co.
48 Foundry Lane Portland, OR 97209
orders@northwind.example +1 503 555 0142 EIN 93-1234567
#CN-001
Issued| Description | Qty | Rate | Tax | Amount |
|---|---|---|---|---|
| Display table, round - returned (damaged in transit) | 1 | $220.50 | 8.5% | $220.50 |
| Assembly hardware kit - unused | 4 | $12.50 | 8.5% | $50.00 |
This credit note reduces the amount you owe on the invoice referenced above.
Credits applied to your account can be used against any open or future invoice.
Next step - carries the parties, lines and references across
Usually made from Invoice - open it and press Convert, or import one below.
Document
From
Credit to
Details
Line items
Options
Notes, terms and payment
Signature and stamp
History - saved in this browser only
Documents are saved here when you download, print or send them - or press Save.
Credit note generator
A credit note reduces what a customer owes on an invoice you have already issued - for returned goods, a pricing mistake, a cancelled service or a goodwill discount. Because a sent invoice should never be edited, the credit note is the correct way to correct it, and it carries the original invoice number so both sets of books match. This generator builds one in your browser with the reason, the lines being credited with their tax, the refund method (credit to account, bank transfer, card refund and more) and a status of Issued, Applied or Refunded. If the invoice was made with our Invoice Generator on this browser, import it and pick the lines to credit instead of retyping them.
How to use this tool
- Import the original invoice - or type itImport pulls the customer, currency and lines from an invoice in this browser; otherwise enter the original invoice number and date.
- Choose the reasonReturned goods, damaged goods, overcharge, cancelled service, duplicate billing, goodwill, short delivery or other.
- Keep only the lines being creditedRemove the rest, and lower quantities for a partial return. Tax is credited at each line's own rate.
- Pick the refund method and statusCredit to account, bank transfer, card refund, cash, cheque or store credit - and mark it Issued, Applied or Refunded.
- Send it with the PDFDownload, print, or hand it to your email app or WhatsApp with the PDF attached.
Credit note or refund receipt?
A credit note changes what is owed. If the invoice was unpaid, the customer simply pays less. If it was paid, the credit either sits on their account for the next invoice or is refunded - which is what the refund method records. The customer's Account Statement then shows the credit against the original invoice.
Key features
- Free, with no sign-up and no watermark on the PDF.
- Runs in your browser - customer names, prices and addresses are never uploaded.
- The preview is the real A4 or Letter page, so the PDF, PNG and print match it exactly.
- 12 templates with several colour themes each, built on the same engine as the Invoice Generator.
- Uses the same client book as the Invoice and Quotation Generators on this browser.
- Drafts save themselves; history, duplicate and auto-numbering are built in.
- Imports the original invoice from the Invoice Generator, and feeds the Account Statement as a credit.
Common uses
- Shops and wholesalers processing a return.
- Freelancers correcting an overcharge without re-issuing the invoice.
- Subscription and service businesses crediting a cancelled period.
- Suppliers compensating a customer for damaged or short-delivered goods.
Tips for better results
- Never edit or delete an invoice that has been sent. Issue a credit note against it - auditors and tax authorities expect the trail.
- Credit the tax as well as the net amount, at the rate the invoice charged. This tool does that per line.
- Quote the original invoice number and date on every credit note; without them the customer cannot match it.
- Mark it Applied once the credit has been used against another invoice, so it is not refunded twice.
Mistakes to avoid
- Sending a "negative invoice" instead of a credit note - many accounting systems reject it.
- Crediting the net amount but forgetting the tax that was charged on it.
- Refunding a credit that was already applied to the customer's account.
Frequently asked questions
A document that reduces the amount a customer owes on an invoice you already issued - for a return, an error, a cancellation or a discount given afterwards. It refers to the original invoice so both sides can reconcile it.
Yes. "Credit memo" is the more common term in the US, "credit note" in the UK, Europe, India and much of the world. The document is the same.
Yes, if it was made on this browser. The Import card lists your current invoice draft and your invoice history; choosing one fills in the customer, currency, lines, tax rate and the original invoice number and date.
Each line keeps its own tax rate, and the credit includes that tax. The total is labelled Amount credited.
Issued: sent to the customer. Applied: used against an open or later invoice. Refunded: paid back to the customer. Void: cancelled. The status prints on the page.
Yes. In the Account Statement Generator, "Add all invoices and credit notes for this customer" picks up the credit notes you saved here as credits.
Yes - no sign-up and no watermark.
People also search for
- credit note template
- credit memo template
- credit note against invoice
- credit note for returned goods
- credit note pdf free