Credit Memo Form
This Packet Includes:
1. General Instructions & Checklist
2. Credit Memo
General Instructions & Checklist
This is a simple credit memo form, used when issuing a credit to a
customer i.e. for incomplete shipments, for return of products, for unit price
overcharge, for errors, to apply a discount etc. In effect it acts like a credit
If you have a logo, you can replace the “Your Logo Goes Here”
placeholder graphic with your own logo. Otherwise, you can also simply delete
the placeholder graphic.
Bracketed instructions may be included on this form to assist you in
completing it and should be removed before printing. Generally in Microsoft
Word, you can click on the bracketed instruction and start typing.
These forms are not intended and are not a substitute for legal advice.
These forms should only be a starting point for you and should not be used
without consulting with an attorney first. An attorney should be consulted
before negotiating any document with another party.
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advice. The use of these materials is not a substitute for legal advice. Only
an attorney can provide legal advice. An attorney should be consulted for
all serious legal matters. No Attorney-Client relationship is created by use
of these materials.
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PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATE
OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER USED AND ON ANY
THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR
TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT
OF THE USE OF THESE MATERIALS.
TO [Name of Recipient]
[City, State ZIP Code]
Customer ID [Customer ID #]
DATE: NOVEMBER 9, 2010
CREDIT NO. [NUMBER]
[INSERT NOTES OR REASON FOR CREDIT]
QUANTITY ITEM # DESCRIPTION UNIT PRICE LINE TOTAL