Use this when

You’re issuing a credit for a return, discount, billing error, or goodwill adjustment.

Then

Apply against the original invoice or issue a refund receipt.

Review before sharing

Check names, dates, totals, and scope. Use a secure system for sensitive details that do not belong in a simple form.

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Live document preview1.0.0

Your business

Credit Memo

1.0.0

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Agent-readable document text

CREDIT MEMO
Document version 1.0.0


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Template notes

Practical review notes

This template helps create a consistent business record from the information you provide. Review it for accuracy, keep the supporting approval or receipt with the finished file, and use qualified advice when legal, tax, payroll, regulated, or location-specific requirements matter.

Good practice

Use a consistent document number.
Keep the source approval or receipt with the form.
Review names, dates, totals, and scope before sending.

Machine access

Agents can inspect and validate the same versioned fields used here.

View JSON Schema →

Inspect JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://freebusinessforms.com/schemas/credit-memo.json",
  "title": "Credit Memo",
  "description": "Issue a credit for a return, discount, billing error, or goodwill adjustment against a prior invoice.",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "business_name": {
      "title": "Your business name",
      "type": "string"
    },
    "business_contact": {
      "title": "Business contact",
      "type": "string"
    },
    "business_email": {
      "title": "Business email",
      "type": "string",
      "format": "email"
    },
    "business_phone": {
      "title": "Business phone",
      "type": "string"
    },
    "client_name": {
      "title": "Client or company",
      "type": "string"
    },
    "client_contact": {
      "title": "Client contact",
      "type": "string"
    },
    "client_email": {
      "title": "Client email",
      "type": "string",
      "format": "email"
    },
    "document_number": {
      "title": "Credit memo number",
      "type": "string"
    },
    "issue_date": {
      "title": "Issue date",
      "type": "string",
      "format": "date"
    },
    "related_invoice": {
      "title": "Original invoice number",
      "type": "string"
    },
    "reason": {
      "title": "Reason for credit",
      "type": "string",
      "enum": [
        "Return",
        "Pricing correction",
        "Goodwill",
        "Other"
      ]
    },
    "reason_notes": {
      "title": "Reason notes",
      "type": "string"
    },
    "tax_rate": {
      "title": "Tax rate (%)",
      "type": "number"
    },
    "notes": {
      "title": "Client or vendor note",
      "type": "string"
    },
    "line_items": {
      "title": "Line items",
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "quantity",
          "rate"
        ],
        "properties": {
          "description": {
            "type": "string"
          },
          "quantity": {
            "type": "number",
            "minimum": 0
          },
          "rate": {
            "type": "number",
            "minimum": 0
          }
        }
      }
    }
  },
  "required": [
    "business_name",
    "client_name",
    "document_number",
    "issue_date",
    "related_invoice",
    "reason"
  ],
  "x-form-version": "1.0.0"
}