Goodwill Credit Note Template
Credit a customer as a goodwill gesture — referenced and clear, in a professional PDF.
100% freeNo signupNo watermarkInstant PDF download
Credit Note
How to write a goodwill credit note
A goodwill credit note gives a customer a discretionary credit to make up for a problem — a delay, an inconvenience or a service that fell short — even when you are not strictly obliged to. It keeps the gesture on record and reduces what they owe.
This template opens with itemised lines. Reference the invoice, credit the goodwill amount, note the reason, and download a PDF credit note.
What to include
- “Credit Note” label with its own number and date
- A reference to the related invoice
- The goodwill amount being credited, with tax
- A short note of the reason
- Whether it is refunded or applied to the account
Note: Discretionary goodwill gesture · references the related invoice
Frequently asked questions
How do I give a customer a goodwill credit?
Issue a credit note referencing the related invoice for the goodwill amount, noting the reason. It documents the gesture and reduces the customer’s balance or is refunded.
Does a goodwill credit note need tax on it?
If it credits a taxable supply, handle the tax as your accountant advises; many goodwill credits mirror the tax treatment of the invoice they relate to.
Is the goodwill credit note template free?
Yes — create and download it with no account.
Is this credit note generator free?
Yes — CalculatorAI's credit note generator is completely free. Create, customise and download as many professional PDF credit notes as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, history and the Invoices Tracker.
What is a credit note and when do I issue one?
A credit note (or credit memo) is a document that cancels or reduces an amount on an invoice you already sent — for a return, cancellation, overcharge or post-invoice discount. It references the original invoice and is either applied against the buyer’s account or refunded.
Keep credit notes and invoices in one place
A credit note cancels or reduces an invoice you already sent. The Invoices Tracker keeps your invoices, credit notes and what each client still owes together — so your books always reconcile.
Open the Invoices Tracker