Credit Memo Template

Free for 14 days on the Business plan, no credit card required.

Credit memo issued against an invoice with reason code and credit application instructions.

About This Template

Credit memo issued against an invoice with reason code and credit application instructions. This Finance template is a customizable starting point: preview the sample document below, then fill in your own parties, dates, and terms.

What This Template Covers

Memo number
Issue date
Issued by
Issued to
Original invoice number
Original invoice date
Reason for credit
Credit line items
Credit subtotal
Sales tax rate (%)
Sales tax credited
Total credit
Refund contact email
Reason code

Sample Credit Memo

A sample document with example details. Your template opens with fields ready to fill in.

This template is a customizable starting point, not legal advice. Laws vary by state and situation, so have a qualified attorney review any agreement before you rely on it.

Read the sample as text

!DOCTYPE html

Northwind Traders LLC

Credit $1,062.50

Issued May 15, 2025

Credit Memo

Memo #CM-2025-0001

Issue DateMay 15, 2025

Original InvoiceINV-2025-0001 (April 11, 2025)

Issued by

Northwind Traders LLC

55 Industrial Pkwy, Newark, NJ 07102

Issued to

Globex Inc.

100 Innovation Way, Boston, MA 02110

Reason for credit (RETURN-DEFECT): 2 task chairs (HW-001) returned with defective gas lifts under RMA-2025-0042, received 2025-05-12

Description

Amount

Return: 2 x TC-200 task chair @ $500.00 (RMA-2025-0042)

$1,000.00

Credit subtotal$1,000.00

Sales tax credited (6.25%)$62.50

Total credit$1,062.50

Application of Credit

This credit will be applied to the next invoice issued to your account. To receive a refund to the original payment method instead, contact ar+northwind@propper.ai within 30 days of the issue date. Any credit still unused when your account closes will be refunded.

How It Works

Step 1
Preview The Template
Review the sample document and the list of details it captures, so you know what you will fill in.
Step 2
Start A Free 14-Day Trial
Choose Use this template and sign up with Google or a 6-digit email code. The trial is on the Business plan, and no credit card is required to start.
Step 3
Fill In, Generate, And Send
The template opens in Propper Gen ready to fill in. Generate your document as a PDF, then send it for eSignature with Propper Sign when you are ready.