Sample Credit Note Template Excel Sheet

General ledger and trial balance templates of Credit Note are also downloaded by companies in Excel and Word template by Microsoft for keeping cash history or other records. .  This is actually agreed amount, which a seller agree to the buyers related to particular product or service under defined rules and regulation, if you are facing difficulty in maintaining transactions.

In case of refund policy implement if returning of goods or service, so this is must addition in template. Generally id anything returns due to any circumstances, so buyer must save that copy in which pre-defined terms and condition added.

What is Credit Note?

Credit memo are preferable in every company these days as they ensure proper understanding of the payments over the products and preventing any error to appear in the company financial documents. This is implementing in the case of;

  • Damage of Goods
  • Errors or allowances
  • PO #, Date,
  • Billing Address,
  • Shipping Address,
  • Terms of Payment,
  • List of products

Sample templates are free to download and they are adored by company’s management as they are much time saving and cost effective rather than manual credit notes. Any mistake in the manual note results in wasting of note, however using templates ensure correct entries before taking out in printable form or sent it directly to the buyer.

Credit Note Template Excel Format

Customer and credit note details must be completed by person to ensure it is updated and can be sent immediately.

  • Add the details of the customers like customer name, contact, address, state, postcode and country.
  • Add details of invoice, supporting documents and reasons for credit.
  • Line 1 must show the details of the transaction like material description and quantity.
  • Add special instructions on the credit note to prevent any confusion later.
  • Tick the authentic reason under the section reason for credit.

Some partial checklist must added in designing this template in applied Excel formulas, so either you are creating invoicing or some special Credit copy make sure follow these template rule.

Credit Note Template Excel

  • Invoice reversal
  • Goods returned
  • Other
  • Full credit
  • Partial credit
  • Special instructions
  • Data entry error

XLX Format {2010-2007}

XLX formatted file as you can seen in above image looking general but regarding keeping recording of cash transaction and ledger file.

Word Format {2010-2007}

Printable Word or Doc format file is always very necessary regarding hard copy, so download this credit note file in suitable template.

Microsoft Sample Templates for Business Invoice

Due to availability of Microsoft excel samples online, all categories of businesses are able to get benefit over the operations and helping the business owners by maintaining good relations with the existing suppliers.

In case of returned goods, it is important to update the buyer, which is easily carried out utilizing credit note template Excel added here.

If anything like customize template require than do not forgot commenting US, we can direct upload particular file into your Inbox.

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