Credit Note Generator
Need to reduce what a customer owes? A credit note documents returns, pricing corrections and goodwill credits against an earlier invoice, keeping both sets of books accurate.
How to create a credit note
- 1
Enter your business and customer details and the original invoice number.
- 2
List the items or amounts being credited and the reason.
- 3
Download the credit note PDF and send it to your customer.
Why use our credit note generator
Linked to the invoice
Reference the invoice being adjusted.
Tax-correct
Credit the right amount of tax alongside the net amount.
Clear reason
Record why the credit was issued.
Audit-friendly
Sequential numbering keeps records tidy.
Why issue a credit note instead of editing the invoice?
Once an invoice has been sent it should not be changed or deleted. Issuing a credit note keeps a clear audit trail for you, your customer and the tax authority — especially important when sales tax, GST/HST or VAT has already been reported.
Frequently asked questions
Is a credit note the same as a credit memo?
They serve the same purpose. 'Credit note' is common in Canada, the UK and internationally; 'credit memo' is more common in the US.
Should a credit note include tax?
Yes, if the original invoice charged tax, credit the corresponding tax amount.
Can I refund instead?
A credit note can be applied to future invoices or refunded. State which on the note.