6+ Credit Note Templates – Samples, Examples

A credit note is a document issued and sent to the purchaser by a vendor which certifies that a credit has been made to the former’s account. It is an important commercial document that embodies the legitimate credit transactions between parties of a contract or agreement.

In terms of format, the content of structure of credit note templates are straightforward. However, some discrepancies and incomplete notes are issued by some. To prevent you from committing irreversible mistakes and causing disputes, you can refer to our set of credit note templates for reference purposes. The key components and essential dynamics of such are reflected in them.

Free Credit Note Template

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File Format
  • DOC

Size: 6 KB

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Blank Credit

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File Format
  • PDF

Size: 5 KB

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Credit Adjustment

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File Format
  • PDF

Size: 43 KB

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Credit Note Authorization

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File Format
  • PDF

Size: 4 KB

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Downloadable Credit Note Templates

Aside from the usual credit note issued to the purchaser, there are also other credit note templates that are used in credit transactions such in terms of credit adjustments, credit reports, and many more.

  • Credit Note Authorization Template – In using this template, you have to provide the invoice number, the customer’s basic details, the reason for the issuance of the credit note, the details of the account to be credited, and other required documentation details and records.
  • Credit Report Note Template – If you’re planning to legitimately authorized a third party to check your credit report, then this form is for you. These is to suffice credit inquiries. In using loan note templates, some credit agencies also check the credit scores and details of the one applying for the loan before the loan application gets approved.
  • Promissory Note Template – A promissory note is considered as a negotiable instrument. It is not a legal tender but an accepted substitute for money especially when the debtor does not have the enough resources to pay his or her debt. For those transactions that involve the shipment of products, promissory notes are often accompanied by delivery notes.

Credit Report Note

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File Format
  • PDF

Size: 80 KB

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Credit Note Request

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File Format
  • PDF

Size: 161 KB

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Promissory Note

Details
File Format
  • PDF

Size: 301 KB

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What Are the Must See Components of a Credit Note?

Usually, credit notes are issued to make good the value of goods that are returned by the customer. Here are some the essential elements of a credit note.

  • Company details – The details of the seller must be evident. This includes their company name, address, and contact numbers.
  • Invoice number – For tracking purposes, the specific invoice number must be included together with the date of the issuance of the credit note.
  • Recipient’s details – For this section, it is similar to the elements of a note card templates that requires the note recipient’s name, address, and contact details. If the credit note needs to be shipped, you need to provide the shipping details.
  • Special instructions – Some credit notes include a section for special instructions or key reminders for the purchaser. As much as possible, include this section in your credit note so that the purchaser will be guided accordingly.
  • The credit details – To substantiate the credit made to the account of the purchaser, you need to outline the quantity, description, unit price, and total breakdown of the said financial transaction.
  • Authorized signature – All commercial documents require signatures from the authorized companies as a way of attesting its validity and legitimacy.

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