Credit note template for businesses in New Zealand

Credit note template for businesses in New Zealand

Why use a credit note?

If you make an error on an invoice, or you accidentally create a duplicate invoice, you can create a credit note to cancel it out.

The credit note proves that the original invoice is no longer valid, and it’s important documentation for both you and your customer.

Credit notes can also be called credit memos.

See also: I’ve made an invoice mistake—what do I do?

Why use a credit note?
Reasons to use a credit note

There are many reasons to use a credit note, for example:

  • You accidentally added the wrong rates
  • You forgot to add discount
  • You forgot to add all the goods and services you sold
  • The buyer cancelled the order
  • The buyer wanted to return the order

Read more about credit notes

Reasons to use a credit note

Download the credit note template

Send invoices and credit notes for free

Credit note Word template

A credit note made using a credit note template

Download template

Credit note Excel template

A credit note made using a credit note template

Download template

How to use the credit note template

To make the credit note, simply download the template and fill out the fields as indicated.

A credit note should look exactly like your original invoice with these four differences:

  • The header “Credit note” instead of “Invoice”
  • A credit note number—this should be next number in your invoice number sequence
  • The invoice number of the invoice it’s cancelling out
  • The date the credit note was created
  • A negative amount instead of a positive—for example if your original invoice was for $500, the credit note should say -$500.

You can also use free invoicing software to create invoices and credit notes for free:

How to use the credit note template

Example of an invoice and a credit note

Example of an invoice

An example of a credit note

Why you should use the free credit note template

Easy to use

The template includes everything you need to create a credit note, and you can customize it to fit your needs.

Save time

Download the template and create a credit note in minutes. Spend less time on admin and more time on the work that matters.

Avoid errors

Leave the clients with a professional impression: With this ready-made template you won’t forget any important details.

FAQ

Frequently asked questions about credit notes

How do you write a credit note?

You can make a credit note with a credit note pad or invoice pad. You can also use Excel, Word, either making a credit note from scratch or downloading a ready-made template.

The most efficient way to make a credit note is with free invoicing software. The credit note will be generated automatically, using the information from your invoice. You can then download the credit note, or send it to your customer directly from the software.

Try free invoicing software now

How to make a credit note in Word?

You can make a credit note in Word by setting up your own template, or by downloading a credit note template for Word.

Make sure to include all the information from the original invoice. If you want to make credit notes even quicker, you can try free invoicing software. You can create invoices in 2 minutes, and if you ever need to make a credit note, it’s as simple as clicking a button and then sending or saving the credit note.

Try free invoicing software now

What is an example of a credit note?

A credit note is used to cancel out an invoice if you’ve, for example, invoiced with the wrong prices, or forgot to add all the products and services you’ve sold. You can make a credit note in Word or Excel—or you can use free invoicing software.

If you’ve already sent the invoice to the customer, make sure to send the credit note too. They need it for their records.

How to make a credit note in Excel?

You can set up your own credit note template in Excel, or you can download an Excel credit note template.

The best and most professional way to create invoices and credit notes, is using invoicing software. With Conta, you can create credit notes and invoices for free.

How to generate a credit invoice?

You can create a credit note in several ways:
– Using a credit note book or pad
– Using Excel, Word, or even design software such as Figma
– Using free invoicing software

What you should choose, depends on what you’re most comfortable with, as well as the rules and regulations in your country.

Try out free invoicing software now

What are you waiting for?

Get started with free invoicing

With free invoicing software, you can make invoices and credit notes for free. Spend less time on administrative tasks and more time on the work that matters. Conta is tailored to the needs of businesses in New Zealand.