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Correct an Invoice Without Breaking Your Books

Refund part of a payment or reduce a balance the right way, with a credit note linked to the original invoice, so your records stay accurate and auditable.

  • Keeps the original invoice intact for clean bookkeeping
  • Automatically updates the client's outstanding balance
  • Free to generate. Credit a line item or a custom amount
Generate Your Credit Note Free Free to generate. Takes about 3 minutes.
Free to use, no credit card required to start

What is a credit note, and when do I need one?

A credit note is a document that reduces the amount a client owes, or records a refund, without deleting or overwriting the original invoice. Use one when goods are returned, a job needs a partial refund, an invoice had a pricing error after it was sent, or a client was overcharged. It's the correction mechanism that keeps your invoice history honest.

How it works

No accounting background needed. Free account required to save your document.

1

Answer a few questions

Tell us about your business, your client, and what you're billing for.

2

Preview your document

Your Credit Note is generated instantly, customized to your answers. Takes about 3 minutes total.

3

Publish or download

Payable link, PDF, or plain text. Free with a quick sign-up.

Who needs a Credit Note?

Editing a sent invoice directly destroys your audit trail. A credit note fixes the balance while keeping the record straight.

Returns & disputes
Partial refunds

When only part of an order is faulty or returned, a credit note adjusts just that line item, not the whole invoice.

Pricing corrections
Sent-invoice errors

If an invoice went out with the wrong rate or an extra line item, a credit note is the clean way to correct it after the fact.

Bookkeeping & tax records
Auditability

A documented credit note, linked to its original invoice, is what your bookkeeper or accountant expects to see, not a silently edited invoice.

What is included in your Credit Note

A credit note should make the correction obvious to both you and your client.

The correction

  • Reference to the original invoice number
  • Line items or amount being credited
  • Reason for the credit

The outcome

  • Updated balance owed, if the invoice is unpaid
  • Refund amount and method, if already paid
  • Credit note number for your own records

Frequently asked questions

Questions about Credit Note before you get started?

When should I issue a credit note instead of editing the invoice?

Once an invoice has been sent or paid, editing it directly breaks your record-keeping. A credit note lets you formally reduce the amount owed, or refund part of a payment, while keeping the original invoice intact for your books.

Does a credit note automatically update the client's balance?

Yes. A credit note is linked to the original invoice and immediately reduces the outstanding balance, or records a refund if the invoice was already paid in full.

Can I issue a credit note for only part of an invoice?

Yes. You can credit specific line items or a custom amount, which is common when only part of an order was faulty, returned, or needs a price adjustment.

Issue your first credit note free

Correct a balance the right way, without touching the original invoice.

Create a Credit Note Free

Free to generate. Takes about 3 minutes. Free account required.