Wholesale Credit Note Template
Credit a trade buyer for returns or rebates — by case or pallet, referenced, in a professional PDF.
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Credit Note
How to write a wholesale credit note
A wholesale credit note credits a trade buyer for returned stock, a short shipment or an agreed rebate against a bulk invoice. It works by case or pallet at trade prices, keeping large-account balances accurate.
This template opens with itemised bulk lines. Reference the invoice, credit the returned or rebated lines, note the basis, and download a PDF credit note.
What to include
- “Credit Note” label with its own number and date
- A reference to the original bulk invoice
- Each line by case/pallet with quantity and trade price
- The credited total with tax reversed
- Whether it is refunded or applied to the account
Note: Trade credit · applied to the buyer’s account · references the invoice
Frequently asked questions
How do I credit a wholesale customer for returns?
Issue a credit note referencing the bulk invoice, listing the returned lines by case or pallet at the trade price, with tax reversed. It updates the trade account cleanly.
Can the same credit note cover a rebate and returns?
Yes — list the returned lines and the rebate as separate lines so the net credit and its basis are clear.
Is the wholesale 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