Credit Notes Template in MS Excel Format

Credit notes can be created in MS Excel template as well as in MS Word; however, preferably the business companies use this note in MS Excel format. This is because a credit note contains sections and columns in it on a similar format as a debit note has in it. Therefore, it is generally found in Excel worksheet format. Credit notes have very essential importance in the business to business transactions. They help in keeping track of the selling and credit payment activity of a business. Moreover, they help the business organizations (sellers) in establishing a mutual trustworthy contact with their customers.

A credit note template is usually used for correcting mistakes that occurred in the debit template or for awarding credit to customers or for mentioning the amount that you have received from the customers for providing them products or services. The role of credit note is entirely opposite to that of the debit note.

Features of Credit Notes Excel Template

credit notes template in excel

Among the general features that are included in the credit note are the name of the customer, complete address and contact details including the postal box number of the customer, the description of the sale or business transaction that took place between the customer and the seller, the quantity of the product that is sold to the customer and the amount that is paid by the customer to the seller for the products acquired by the customer in a sale or business activity.

If you have never seen a credit note template, you can view it on the internet. Many websites and blogs offer free templates of credit notes as samples. You can download them and can use them for your own business transactions especially, if the samples you found on the internet have customizable designs and can be edited too. It will save your time and you will note have to create it on your own. However, if you do not find a customizable sample template of Credit Note, then you can create it on your own by using the MS Excel worksheet. Also Download Debit Notes Templates

Creating Credit Notes Through Excel Template

Creating a credit note form is very easy and simple. You will just have to spend some time for making it. In this regard, you can create a credit note form of your own by using the MS Excel worksheet. You will just have to insert values, relevant necessary details and description of the business transaction. In this regard, the address of the customer and contact details is included on the left hand side of the note whereas the date and time of the transaction is mentioned at the right hand side of the note. The description of the product is mentioned below the contact details of the customer in a column. The quantity is mentioned in the column that is very next to the description column and the price of each unit is mentioned in the third column with the quantity mentioned for each unit of the product that is delivered to the buyer.


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