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Free Credit Note Template for Word

An editable .docx credit note, or credit memo, with the original invoice, the reason, a table for what is credited and the total credit. Download it blank, or fill it in online so the totals are worked out for you.

Fill it in online first

Free. No sign-up, no email, no watermark.

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Lone Star Restaurant Supply
7800 Burleson Rd, Austin, TX 78744
(512) 555-0131 · accounts@lonestarsupply.com
CREDIT NOTE
No. CN-001
ISSUE DATEOct 5, 2026
ORIGINAL INVOICE DATESep 28, 2026
TERMS—
TOTAL$78.00
CREDIT TOAna RuizHarbor & Pine Café1205 S Congress Ave, Austin, TX 78704orders@harborpine.com
PROJECTCredit against invoice INV-2207Damaged case returned and lids re-priced.
DESCRIPTIONQTYRATEAMOUNT
12 oz paper hot cups, returnedSKU HC-12, 1 case damaged in transit
1 case62.0062.00
Lid price correctionSKU LD-1220, billed at $42, agreed price $38
4 case4.0016.00
CREDIT DETAILSCredit for invoice: INV-2207Reason: Damaged goods returned; lids billed at the wrong priceRefund method: Taken off your next invoice
Subtotal$78.00
Total credit$78.00
TERMSThis credit note reduces the amount owed on the invoice shown. It will be refunded or taken off your next invoice, as stated above.
Thank you for your business.Sorry for the trouble with this delivery. Questions? Call accounts on (512) 555-0131.

Preview with example details. The download is blank, ready for yours.

What's in the Word file

  • The title Credit note, a credit note number, the date and the original invoice date.
  • Your business details and your customer's details.
  • Lines for the invoice being credited, the reason and the refund method.
  • An item table with description, quantity, price and amount columns.
  • Subtotal and total credit lines, plus notes and terms.

How to use it in Microsoft Word

  1. 1

    Download and open it

    Open the .docx in Word. It also opens in Google Docs (upload it to Drive) and in Pages.

  2. 2

    Link the original invoice

    Add the customer, the invoice number and date, and why you are issuing the credit.

  3. 3

    List what is credited

    Type each item with its quantity and price, then the amounts and the total credit.

  4. 4

    Say how it is settled

    Write whether the money is refunded or taken off the next invoice.

  5. 5

    Send it

    Save it as a PDF and email it to the customer. Keep a copy with the original invoice.

Last updated · By Yasir Arfat

Word template or the online builder?

The Word template

  • Works offline in Microsoft Word
  • You work out the totals yourself
  • You number each credit note and save the PDF yourself

The free online builder

  • Totals, tax and numbering done for you
  • Remembers your business details and logo
  • Download as PDF, Word and Excel in one click
Fill it in online free

Questions about the Word credit note template

Is it really free?

Yes. The download is free, with no sign-up, no email and no watermark. The online builder is free too.

What's the difference between a credit note and an invoice?

An invoice asks the customer to pay. A credit note reduces or cancels what they owe on an invoice you already sent, for returns, overcharges or cancelled work. It quotes the original invoice number.

Does Word add up the totals?

No, a Word table doesn't calculate by itself. Use the Excel template if you want formulas, or the online maker, which works out every total and still downloads as Word.

Can I call it a credit memo?

Yes. Change the title to Credit memo in Word. Both names mean the same document.

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