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Issue PDF credit notes that reference the original invoice

Docuplate is a PDF credit note template builder that links adjustments, refunds, and corrected line items to reusable layouts finance teams can download or automate.

A Credit Note starter ships with every free account. It already has a credit-note number, issue date, original invoice reference, customer, adjustment reason, credited line items, tax, and total credit.

Printed A4 payment receipt on a light table with the receipt number highlighted in yellow.
CN
Credit Note
Summit Consulting Group
CN-2026-00008
Total credit$1,034.00
Credit To
Acme Industries
88 Commerce Blvd, Suite 400, Portland OR 97201
Credit Details
May 20, 2026
INV-2026-00031
Returned unused implementation hours from the May workshop.
DescriptionQtyUnitCredit
Unused implementation support hours4$180.00$720.00
Travel and expenses credited1$220.00$220.00
Subtotal$940.00
Tax (10%)$94.00
Total credit$1,034.00
Adjustment notes
This credit note reduces the amount owing on the original invoice. Apply it against the referenced invoice on the next statement.
Credit noteIncluded free

Credit Note

Adjustment against an original invoice, with credited lines and a total credit.

Use this template

Why teams use Docuplate

  • Invoice reference fields

    Link credit notes to original invoice numbers and customer records with structured data paths.

  • Adjusted line tables

    Show credited quantities, rates, and tax rows without breaking table alignment.

  • Starter included free

    Open the Credit Note starter from your account, or upload the credit note PDF you already send.

  • Batch billing corrections

    Upload a CSV of credit rows on Starter and above for end-of-month adjustment runs.

How it works

  1. Open the Credit Note starter

    Sign up and the starter is in your documents list. Upload your own PDF if you already have a layout.

  2. Map adjustment data

    Bind customer, original invoice, credited lines, tax, and total fields.

  3. Download or automate

    Issue individual credit notes or connect billing webhooks for automatic PDFs.

Common questions

Is there a credit note template included?

Yes. Every free account includes a Credit Note starter with invoice reference, reason, credited lines, tax, and total credit fields.

Can credit notes reuse invoice field names?

Yes. The starter uses the same customer and line-item JSON shape as the invoice starter, plus originalInvoiceNumber and reason.

Can I automate credit notes from billing events?

Connect a webhook to your billing tool so refund or adjustment events produce a credit note PDF.

Is CSV batch available for credit notes?

Starter and above let you upload a spreadsheet and generate a PDF per credit row.

From the blog

Ready to try it?

Free plan includes starter templates and 5 PDF downloads per month.

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