Credit Note Template
Credit note template that fills in on screen and downloads as a clean A4 PDF — free, no sign-up. It links to the original invoice, records why you're issuing it, and reverses VAT correctly. Editable Word on email.
1 Your business
2 Customer
3 Credit note details
4 Items to credit
Export this credit note
The A4 PDF is free to download now. Enter your email once to unlock the editable Word version and add your own logo.
- Editable Word template — reword it and reuse it
- Your own logo on the document (PDF & Word)
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Leave an honest Google reviewReviews are optional. Please only review based on your genuine experience.A credit note that links to the invoice and says why
Generic credit note makers give you a blank document. But a proper credit note references the original invoice it corrects and records the reason — returned goods, an overcharge, an agreed reduction — so your records (and your VAT) stay straight.
This tool builds that in: the original invoice number, a reason for the credit, and correct VAT reversal.
How to raise a credit note
Three steps to a credit note that ties back to the invoice.
Reference the invoice
Add your business and the customer, a credit note number, and the number of the original invoice you're crediting.
Say why, and what
Record the reason for the credit, then list the items and amounts being credited. Switch VAT on if you're registered.
Download and send
Download the PDF or Word file and send it to the customer. It shows the credit as a reduction of what they owe.
A credit note isn't a cash refund
They do different jobs — and the tool is clear which this is.
Credit note
“You don't owe me as much as I first said.” It reduces the amount outstanding on the invoice, or sits as credit against future work.
Refund
“Here's your money back.” An actual payment returned to the customer. A credit note documents a reduction; it doesn't move cash by itself.
Reversing VAT on a credit note
If you charged VAT on the original invoice, the credit note must reverse the VAT on the amount you're crediting — otherwise your VAT records won't reconcile.
Switch VAT on and pick the rate, and the tool shows the VAT credit alongside the amounts, so the reversal is correct. If you weren't VAT registered, no VAT is shown.
Download a PDF, or an editable Word template
The finished A4 PDF is free. An editable Word version — to add your logo and reuse — is available when you enter your email.
Who is the credit note generator for?
Turn it into a connected job workflow
FieldHive keeps the enquiry, quote, job, invoice and payment connected — so it's built from the accepted quote instead of retyped, and the numbers carry through. Your customer can accept the quote and pay the invoice online, and it all syncs to Xero or QuickBooks.
Other free tools for your trade
More FieldHive document tools — and the calculators behind the figures.
Free Invoice Generator
A correct UK invoice for sole traders and the self-employed — right VAT handling, sole trader vs limited company, optional late-payment interest.
Free Invoice Generator →CIS & VAT Invoice Generator
Construction invoices with the VAT reverse charge and CIS deduction handled correctly.
CIS & VAT Invoice Generator →Quote & Estimate Builder
Build a professional quote or estimate — line items, VAT and a valid-until date.
Quote & Estimate Builder →Statement of Account Generator
Show a customer every open invoice and payment with a balance now due and an ageing summary.
show the balance on a statement →Credit note questions
Quick answers to the questions people ask most.
Correct an invoice the right way
Issue the credit note against the invoice and keep your records straight. FieldHive keeps your quotes, invoices, credits and payments connected.
