A sample credit note template is the perfect starting point. Types of credit note templatesīesides a standard credit note template, there are a few specific kinds of credit note templates: Sample Credit Note Template While mistakes can and do happen when invoices are sent, if you follow it up with a credit note, it proves that you’re working hard to maintain a strong relationship with your client.Ĭonsider the alternative: accidentally charging them the wrong amount and then doing nothing to rectify it - that will only cause conflict and mistrust. That way, you’re more likely to retain them as a client.Īnd secondly, it shows that you’re paying attention. If your product or service doesn’t meet their expectations, you can be on the front foot in terms of offering a refund or money off their next invoice. And you can keep track of the credit notes you’ve issued, rather than starting from scratch every time you need to provide one to your clients.īut a credit note is more than simply a piece of business admin.įirstly, it’s your chance to establish trust, credibility, and transparency with your client.You can reinforce your professionalism by adding your branding.
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