Customize and complete your essential Credit Memo template

Prepare to streamline document creation using our fillable Credit Memo template. Create exceptional documents effortlessly with just a few clicks.
Intro decoration
Last updated on Jan 19, 2026

Spend less time on PDF documents and forms with pdfFiller’s tools

Card illustration
Comprehensive PDF editing
Build documents by adding text, images, watermarks, and other elements. A complete set of formatting tools will ensure a polished look of your PDFs.
Card illustration
Fillable fields
Drag and drop fillable fields, checkboxes, and dropdowns on your PDFs, allowing users to add their data and signatures without hassle.
Card illustration
Templates for every use case
Speed up creating contracts, application forms, letters, resumes, and other documents by selecting a template and customizing it to your needs.
Card illustration
Electronic signature
Instantly sign any document and make it easy for others to sign your forms by adding signature fields, assigning roles, and setting a signing order.
Card illustration
Online forms
Publish fillable forms on your website or share them via a direct link to capture data, collect signatures, and request payments.
Card illustration
Easy collaboration
Work on documents together with your teammates. Exchange comments right inside the editor, leave sticky notes for your colleagues, highlight important information, and blackout sensitive details.

Millions of users trust pdfFiller to create, edit, and manage documents

64M+
million users worldwide
35M+
PDF forms available in the online library
53%
of documents created from templates
65.5K+
documents added daily

Customize Your Credit Memo Template

Enhance your financial communications with our customizable Credit Memo template. This feature allows you to tailor the layout and details to align perfectly with your business identity. It provides you with the tools needed to create professional and clear credit memos.

Key Features

Easy-to-use customization options for branding
Flexible fields for item descriptions and amounts
Option to include logos and company colors
Save as a template for future use
Printable and shareable formats available

Potential Use Cases and Benefits

Use for issuing refunds to customers
Provide clear records for accounting purposes
Improve professionalism in financial transactions
Streamline the invoicing process
Enhance customer trust with clear documentation

This feature addresses common challenges businesses face when issuing credit memos. By providing a customizable solution, your financial documents will maintain accuracy and professionalism. You will save time and reduce errors, which in turn can enhance customer satisfaction and loyalty.

Kickstart your document creation process

Browse a vast online library of documents and forms for any use case and industry.
Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025

How to create a fillable PDF form

With a few simple steps, you can collect completed documents from as many users as you need.
Start with a blank document or select a template
Save time by editing a ready-made template or build your document from the ground up.
Screenshot
Customize your form
Edit a document’s content, add your logo or other images, and insert and configure fillable fields to ensure an intuitive completion experience for users.
Screenshot
Publish your form online
Generate a direct link to your form or embed it into your website so that users can complete their copy from any desktop or mobile device.
Screenshot
Find all filled-out forms in one place
Receive instant notifications on incoming forms and find completed copies in your pdfFiller inbox.
Screenshot
Upload your document
Screenshot
Screenshot
Screenshot
Screenshot

Our user reviews speak for themselves

4.0
I like that I can find most of the forms I need bit it is very difficult, at least for me to align some of my typing to the actual corresponding lines. (eg): pleading paper. Im sure there is a way but i haven't learned the whole program yet
julio c m
4.0
I am very happy with PDF filler. I have only used it for one document so far, but I have no complaints except for the pop up every time you open the form.
Jody S
5.0
The experience was interesting. I would recommend the company to others but I would make sure that the price is up front before purchase is made. I misunderstood the price of the product. But Again I would recommend the company just for the fact that they are very helpful.
JOSEPH K
5.0
PDF Filler has made it much easier to create and edit forms and templates, and complete documents which once had to be either retyped in their entirety, or required the much outdated use of a typewriter to complete.
erica
5.0
Thanks and Much appreciated for all your honorable and thourough help for the NORWALK, CALIFORNIA JUDGE! SAVED MY LIFE AS LARRY H. PARKER AND WON ME 10,000,000! A HEALTHY LIFE ALSO RETURNTUITION FUNS Thanks and Much appreciated for all your
Jessica Villafana
4.0
Nice xdxdxdxdxdxdxdxdxdxdxdxdxddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddddd
jason gamer
5.0
Quickest and best interaction I have… Quickest and best interaction I have ever had with a customer service, and this was online chat support to top it off.
Joshua Gibson
5.0
I've just been persuing the many option PDF Fill offers regarding editing pdf documents and everything is clearly labeled, explained, and easy to use. I love the level of freedom and opportunities to customize almost every aspect of the pdf. They offer templates and make it seamless and very practical to make any form a pdf, and the attention to detail in providing you additional features and options to ensure quality presentation is awesome.
Crystal K
4.0
I really like the service a lot. It is user friendly and intuitive. I like that this also comes with Sign Now so that I can have all the forms I need for my business easy and accessible for me to get electronically signed. I would give it 5 starts except in the Sign Now program the program should default to the text box for people to sign and then have the live signature be on a separate tab, so basically reverse what it is now. It is hard for some people to get to the text box for them to type their signature. I use this all the time in my business and I would recommend it.
LynnR

Your go-to guide on how to craft a Credit Memo

Crafting a Credit Memo has never been so easy with pdfFiller. Whether you need a professional document for business or personal use, pdfFiller provides an easy-to-use solution to generate, modify, and handle your documents efficiently. Utilize our versatile and editable templates that line up with your precise requirements.
Bid farewell to the hassle of formatting and manual editing. Employ pdfFiller to easily create polished documents with a simple click. your journey by following our comprehensive guidelines.

How to create and complete your Credit Memo:

01
Register your account. Access pdfFiller by signing in to your profile.
02
Search for your template. Browse our extensive catalog of document templates.
03
Open the PDF editor. Once you have the form you need, open it up in the editor and utilize the editing instruments at the top of the screen or on the left-hand sidebar.
04
Place fillable fields. You can select from a list of fillable fields (Text, Date, Signature, Formula, Dropdown, etc.).
05
Adjust your form. Include text, highlight areas, insert images, and make any necessary changes. The intuitive interface ensures the process remains smooth.
06
Save your edits. When you are happy with your edits, click the “Done” button to save them.
07
Share or store your document. You can send it to others to sign, download, or securely store it in the cloud.
To conclude, crafting your documents with pdfFiller templates is a smooth process that saves you time and ensures accuracy. Start using pdfFiller right now to make the most of its powerful capabilities and seamless paperwork management.

Ready to try the award-winning PDF editor in action?

Start creating your document in pdfFiller and experience firsthand how effortless it can be.
Decoration

Questions & answers

Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
When a credit memo is created, like a refund receipt, QuickBooks will debit (lower) the revenue tied to the items you are refunding. Unlike a refund receipt, the system will credit (lower in this case) your accounts receivable, not your undeposited funds account.
Credit memos are used to correct the purchase order history if the quantity invoiced was too high, for example, if an invoice was too high or if part of the quantity was returned. When you post a credit memo, the total quantity in the purchase order history is reduced by the credit memo quantity.
Indicate the credit memo's number, use the original invoice number, and the required mode of payment. The credit memo requires five columns for the following information: quantity of items, identification number or description, reason for the credit memo, cost of item and total cost.
Credit memos related to a return, damaged goods, or billing errors may decrease the seller's revenue. This adjustment reflects the reversal of previously recognized revenue associated with the goods or services covered by the credit memo.
A credit memo, or credit memorandum, is sent to a buyer from a seller. This document is issued to a buyer after an invoice is sent out. A credit memo may reduce the price of an item purchased by a buyer or eliminate the entire cost of an item.
A credit memo is an official written acknowledgement that money is owed back to a customer. When you need to create a refund for a client, you can create a credit memo, which is basically an invoice with a negative amount.
QuickBooks enters a negative amount in your Accounts Receivable (A/R) register for the credit memo. You can use this credit as payment for another transaction. If you chose to retain as available credit, you'll see the available credits in the customer payment window.
If your customer wants to immediately reduce their current open balance, use a credit memo. Your customer can use their credit memo as payment for an invoice. They can use all of their credit memos or a portion of it. You can apply a credit memo when recording payment for a customer's invoice.
Credit memos are used to correct the purchase order history if the quantity invoiced was too high, for example, if an invoice was too high or if part of the quantity was returned. When you post a credit memo, the total quantity in the purchase order history is reduced by the credit memo quantity.
What is Credit Memo? Enter T-code VA01 in command field. Enter order type field value as credit memo request . Enter Sales Organization / Distribution Channel / Division in Organizational Data. Click on Create with References Button.
A business issues a credit memo when it needs to reduce the amount a customer owes. This usually happens when there's been an overcharge, a product return, or a service issue. A business will use a debit memo when it needs to increase what a customer owes.
What Should Be Included on a Credit Note Seller's business information including name, address, phone number, and email address. Customer information including name, address, phone number, and email address. Date the credit memo was issued. Existing invoice number or reference number. The purchase order number. Credit Note: What Is It, Examples, And How To Process Them - Planergy Planergy blog credit-note Planergy blog credit-note
Now that you comprehend the importance and essential components of a credit memo, it's time to learn how to write one properly. Step 1: Date and customer information. Step 2: Reason for credit. Step 3: Amount and authorization. Step 4: Review and finalize. Guide to Credit Memo: Free PDF example/template Ramp Accountant Directory documents credit-mem Ramp Accountant Directory documents credit-mem
First example of a credit memo The seller issues a sales invoice for the 10 boxes priced at $20 each, or $200 total. However, before paying the invoice, the buyer finds that one of the boxes is damaged, and the containers inside are crushed. The seller issues a credit memo for $20. What is a Credit Memo? Definition and examples - LawDistrict LawDistrict legal-dictionary credit-m LawDistrict legal-dictionary credit-m
A credit memo journal entry typically involves debiting your Sales Returns, and Allowances account and crediting your Accounts Receivable account. Here's an example: Debit: Sales Returns and Allowances ($X) Credit: Accounts Receivable ($X) Credit Memo — The Complete Guide [+3 Templates HighRadius resources Blog credit- HighRadius resources Blog credit-