Choose from the most widely-used free credit and debit memo templates below, including an example credit memo letter & spreadsheet options. Each template is không tính tiền to download, printable, và designed for quick và easy use. Scroll down further for a credit memo definition and an explanation of debit versus credit memos và invoices.
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Formatted similar khổng lồ an invoice, this Microsoft Excel template provides an itemized menu for entering goods or services. There is also space for writing the reason for the credit memo, customer contact info, ID number, & date. This is a basic credit lưu ý template that provides automatic calculations for ease of use & efficiency.
Download Credit Memo Template
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If you need a credit memo in a letter format, this template provides sample text that you can edit for your specific situation. Download the template as a Word or fillable PDF file, add business details, transaction information, và other necessary content, & then thư điện tử or print the completed version. Include a customer or memo tracking number for easy reference.
Download Credit Memo Sample Letter
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This credit chú ý is designed for goods that are being returned. The template offers a slightly different layout than a typical invoice & has plenty of space for entering your details. There are sections for adding the corresponding invoice number, the reason for the return, tax information, unit prices including discounts, & total value.
Download Blank Credit chú ý Template
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Designed for use with vendors, this template can function as a credit or debit memo form. Select the correct version so recipients can clearly see which type of size they are receiving. Enter vendor details, information about items purchased & prices, và the reason for the memo. The template also includes signature lines for approvals.
download Vendor Credit or Debit Memo Template — Excel
Designed with efficiency in mind, this debit cảnh báo template looks similar to lớn an invoice & is used by both the sender and the receiver. Enter a date for the note and explanation for why it is being sent, và then add details about items being returned, payments owed, or invoice corrections that need to lớn be accounted for. The template also provides room for a business address, phone number, và other important details.
tải về Simple Debit lưu ý Template — Excel
This invoice is a Google Sheets template, so you can easily save it to your Google Drive account. Customize the template by adding a company logo & adjusting the màu sắc scheme. The invoice includes sections for billing and shipping information, tác phẩm numbers, descriptions of goods purchases, quantities, and costs. The template calculates total amounts due, including taxes & shipping charges.
tải về Invoice Template — Google Sheets
This basic spreadsheet template makes it easy to lớn find past invoices và see payments made & outstanding balances. Businesses can use this sheet lớn track goods or services sold khổng lồ customers. Similarly, buyers can also use it lớn track payments they’ve made to various suppliers. Modify the template by adding or deleting columns to suit your business needs.
tải về Invoice Tracking Spreadsheet — Google Sheets
A credit note, also known as a credit memo, notifies a buyer that they are receiving a credit on their account for returned goods, either to correct an overcharge or incorrect taxes on a previous invoice, or for another reason. The cảnh báo functions similarly khổng lồ a consumer receiving store credit for returning a retail purchase, which they can then use lớn purchase other items at the store. However, credit notes are typically commercial documents used between businesses. For example, a vendor would issue a credit cảnh báo to a customer to document the reason for và amount of credit. The buyer can then use that credit memo to lớn update their accounting books to lớn reflect the reduction in liability to pay the seller và a decrease in expenses. For returned items, the buyer updates their purchase return account, whereas the seller updates their sales return tài khoản to show the decrease in revenue.
There are several reasons that a seller might issue a credit note. If a buyer receives damaged or deficient goods, a credit may be issued for future purchases and to document the return of the goods. Other reasons that a buyer’s tài khoản may need khổng lồ be credited include incomplete orders, accidentally sending an invoice khổng lồ a buyer, or customer dissatisfaction with the items received. A credit note may also be used when a buyer is purchasing services rather than goods if the service does not meet customer expectations.
A memo is typically thought of as a written document, in a letter format, used for business communications. While a credit memo or cảnh báo can be written in paragraph form, it is often formatted lượt thích an invoice. Regardless of the layout of a credit note, the following information is generally included:
Reason for Credit Note: Stating this clearly provides helpful documentation for both buyer and seller.Items Purchased: An itemized danh mục of goods or services along with quantities makes it easy khổng lồ see which products are being returned.Prices: These are the unit prices for each item, which the seller & buyer agreed upon as the initial purchase.Negative Amounts: Unlike an invoice, which shows the total sum owed for purchased items, a credit notes shows a negative amount since it is showing a reduction in the amount owed. The total amount may also include any taxes that were added lớn the original cost of the returned goods.A credit chú ý may also reference the original invoice và include a separate serial number for record-keeping. Similar khổng lồ invoices & receipts, credit memos also tend to include details like customer tương tác information & ID numbers.
A debit memo, also called a debit note, is used to lớn document & update accounting records and signifies an amount owed. A buyer may send a debit memo to lớn a seller in order khổng lồ request a credit memo for goods that will be returned. In business-to-business (B2B) transactions, goods are often purchased on credit, which means that the buyer receives products from the supplier before making a payment.
These transactions are accounted for by adding & subtracting credits & debits until an invoice is sent for the actual payment owed. If a buyer issues a debit cảnh báo for returning items that have not yet been paid for, the note would show the accounting adjustments on the buyer’s end, & the seller would then issue a credit lưu ý to reflect the adjustments on their end. In this sense, debit & credit notes are part of the record-keeping process for tracking shipments and payments.
Sellers can also issue debit notes to lớn request additional payment if a buyer was mistakenly undercharged on a previous invoice. They can also be used khổng lồ remind a buyer of debt obligations if they still owe an outstanding amount. Some businesses use debit memos as shipping receipts lớn show what goods the buyer is receiving. Again, this is not an invoice, even if the memo shows the amount that the buyer will be billed.
In some cases, debit notes are also used to indicate commission or interest owed. The memo provides a way of documenting B2B transactions that are outside of the normal revenue stream — for instance, between a parent company and a subsidiary, or a third-party business that has been commissioned by another company lớn provide services khổng lồ a client.
Depending on how a debit cảnh báo is being used, it may be written lượt thích a memo, a receipt, or even a simple postcard reminding you about debts owed. If a buyer is submitting the debit lưu ý for returned goods, it may show the anticipated credit amount along with the reason for the return và a các mục of returned items. Debit notes for invoice corrections or payment reminders typically include information about the upcoming invoice or amounts currently due. Debit notes also generally include a date for the note, tracking numbers, contact info, & approval signatures. Unlike credit notes, which show negative amounts, debit notes show positive amounts to indicate money owed.
Not all companies use credit or debit notes, but if one business requires it khổng lồ meet internal regulations, they can request that the company send the necessary info for their records. Businesses can choose from software tools or templates lớn manage credit & debit memos, depending on the size and scope of their operations.
A debit memo may look like an invoice, but the two are distinct. Debit memos are sent khổng lồ vendors by buyers to lớn request credit for returned goods. Invoices, however, are always issued by the seller khổng lồ inform the buyer that an amount is owed. Debit memos are typically issued for transactions that have not yet been paid for, & serve to lớn update accounting records for proper invoicing.
A credit memo shows the amount owed to a buyer for returned items. If the goods were already paid for, that amount could be issued to lớn the buyer as a refund. But since businesses often purchase products on credit, the items may be returned before any cash has been paid. In that case, the credit memo indicates a change in the buyer’s credit trương mục rather than a refund.
An trương mục payable shows a credit balance based on how much a company owes a supplier. When products or services are purchased on credit, the accounts payable tài khoản balance increases. When a payment is sent lớn the supplier, the balance decreases.
For example, if a buyer issues a debit memo lớn a seller for returned goods that were purchased with credit terms, it indicates an adjustment lớn the buyer’s trương mục payable. When the seller accepts this and issues a credit memo, the seller’s account receivable then also needs to lớn be updated.
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