Companies & business
Credit note template (US)
A general template under US law. Laws differ from state to state, so check it against your state's law or with a lawyer licensed there. We are not a law firm and do not give legal advice.
Fill in this template- Written for US law, with your state left to fill in
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Preview — US standard
Credit Memo
Company Name
Company Address
Company Phone and Email
EIN: Company EIN
Credit memo no.: Credit Memo Number
Date: Credit Memo Date
Customer
Customer Name
Customer Address
Customer account no.: Customer Account Number
Original Invoice
Invoice no.: Original Invoice Number
Invoice date: Original Invoice Date
Reason for Credit
Reason, such as Returned Goods, Pricing Error, Damaged Items, Short Shipment or Agreed Discount
Credit Details
| Description | Qty | Unit Price | Amount |
| --- | --- | --- | --- |
| First Credit Item | First Qty | $First Unit Price | $First Amount |
| Second Credit Item | Second Qty | $Second Unit Price | $Second Amount |
Subtotal: $Subtotal
Sales tax credited: $Sales Tax Credited
Total credit: $Total Credit
How the Credit Will Be Applied
This credit will be Credit Application, such as Applied to Invoice No. ___, Held on Account, or Refunded by Check. If refunded, payment will be made by Refund Method within Refund Days days.
Balance on the original invoice after this credit: $Remaining Balance
Issued by: Issuer Name, Issuer Title
Signature: Issuer Signature