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Credit Memo Template is a free sample template that helps you create credit notes and credit memos. The credit note template in Excel format and its PDF format are all available free for download.
A credit note is also called credit memo (memorandum). It is a commercial document issued by a seller to a buyer and states the amount of money that has been credited to the buyer's account. The credit note format available for free here on InvoicingTemplate.com was originally a sample on customizing the default sales invoice template shipped with Invoice Manager for Excel, and it is now provided as a free template. The credit note template is offered in Microsoft Excel (.xls) format, which you can easily convert to the new (.xlsx) format by executing the "Save As" command in Microsoft Excel.
The difference between credit note and invoice lies not mainly in the form layout. A credit note or credit memo reduce the amount that a buyer owns a seller, which is exactly the opposite of what an invoice does.
While the freeware version of this credit memo template does not manage credits and account receivables for you, the Invoice Manager for Excel version could do all these accounting tasks in an automated way. For example, if you save a credit note / credit memo in Invoice Manager for Excel, the "Credit" of a customer account will be added with the amount calculated by the credit note template, you can then apply the credit to any invoices. Simply put, with this credit note template and credit memo template, Invoice Manager for Excel could be a fully featured credit note software.
Visit Credit Invoice for a sample of credit invoice template in the Portuguese language.
Format and Specification
|Name||Credit Memo Template|
|Category||Other Invoice Template|
|Release Date||Friday, January 3, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
November 6, 2018
- Renamed the "Customer Statement" report to "Aging" report.
- Marked "oknDatabaseName" and "oknStatus" fields with slightly different background color.
April 29, 2020
- All the report worksheets are replaced with the version shipped with Invoice Manager 11.12.
- Reformatted the template using themed colors.