Commercial
Credit note template
Correct invoices with credit notes: returns, discounts, cancellations and price adjustments.
This document is a convenience format and is not tax or legal advice. Check your state and local requirements.
What it is and what it is for
Reduces the amount of an invoice for returns, discounts, cancellations or adjustments.
Data on the template
This is what the template asks for when you create it; optional fields are printed only if you fill them in.
Header
- Your company details: legal name, tax ID, tax regime, address, phone, email and logo
- Customer: name, ID, address and contact details
- Issue date and a sequential number
- Invoice being modified
Details
One row per product or service: description, quantity, unit, unit price, discount and tax (with the option of prices that include tax).
Reason
- Concept(required)
- Description of the reason(required)
Closing
- Subtotal, discounts, sales tax or VAT by rate, total, withholdings and net amount due, with the amount in words.
- Notes (optional)
- Prepared by
- QR code so that the person who receives the document can verify that it is authentic
Related documents
- Sales invoicePDF invoice as a draft or business record of your sales. It is not an electronic sales invoice: if you are required to invoice, you must issue it electronically.
- QuotePrice proposal for products or services with validity, terms and customer acceptance.
- Debit noteIncreases the amount of an invoice for interest, additional charges or changes in value.
- Sales orderCustomer order with products, prices, delivery date and agreed terms.
- Delivery noteRecord of the dispatch of goods to the customer: products, quantities and acceptance.
- Delivery receiptRecord of the delivery of goods, equipment or works with their condition, serial numbers and the signatures of the person delivering and the person receiving.