Create professioneller credit memos for returns, refunds, billing corrections, and customer credits. Seamless accounting integration.
Reduces
Amount Owed
Invoice
Reference Link
Auto
Accounting
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A credit memo (also called a credit note) is a document that reduces the amount a customer owes. It's issued for returns, overpayments, billing errors, or discounts applied after invoicing.
Credits customer's account, lowering their outstanding balance or issuing refund.
Links to the original invoice being adjusted or corrected.
Adjusts accounts receivable and revenue in financial records.
This credit has been applied to your account. Revised balance: £760.02
Common scenarios requiring credit memo documentation
Customer returns defective or unwanted products
Correcting mistakes in original invoice
Customer paid more than invoiced amount
Applying discounts after invoice issued
Services cancelled before delivery
Compensation for substandard delivery
Everything you need for professioneller credit documentation
Automatically links to original invoice for perfect audit trail.
Recalculates tax and totals based on credit amount automatically.
Generate professioneller PDF credit memos for email or records.
Clearly state reason for credit (return, error, discount, etc.).
Shows revised customer balance after credit is applied.
Syncs with accounting software to update accounts receivable.
Join thousands of businesses managing returns and credits with SendInvoice
Create Credit Memo FreeFree • No credit card required • Accounting integration
A credit memo reduces the amount owed (credits the customer's account). A refund is actual money returned to the customer. Credit memos can be applied to future purchases or converted to refunds if customer requests.
Yes, credit memos should always reference the original invoice number. This creates an audit trail and allows accounting systems to properly adjust accounts receivable and revenue records.
Credit memos reduce accounts receivable (amount customers owe) and reduce revenue. They're the opposite of invoices. In double-entry bookkeeping, they debit revenue/sales and credit accounts receivable.
Yes, credit memos can be for partial amounts. For example, if a customer returns 2 out of 5 items, you issue a credit memo for just those 2 items. The credit memo doesn't need to match the full invoice amount.
Essential information: Credit memo number, date, original invoice number, customer details, reason for credit, items/amounts being credited, tax adjustments, total credit amount, revised balance. Optional: refund method, return authorization number.
