Free Brand Strategist Credit Note Template
Issue credit notes for brand strategy project refunds, deliverable reductions, and billing corrections. Free PDF, no signup.
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How does a brand strategist credit a client for cancelled work?
A brand strategist issues a credit note when an invoiced project is cut back or stopped, such as a visual phase never started or a brand audit dropped from scope. The note references the original invoice, names the deliverable removed, gives the reason, and reduces the balance to the work delivered.
Typical line items
- Original invoice number and date
- Brand identity cancellation, visual phase not started
- Brand audit removed, client using existing research
- Reason for the credit
- Credited amount
- Revised project balance
- Tax reversed in proportion
How the work is charged
Credit the unstarted phase or descoped deliverable at its agreed value on the original invoice, keeping any strategy work already completed. The figure should trace back to a specific invoice line, not a fresh estimate.
Payment terms and deposits
Apply the credit to the next project invoice or refund it to the original payment method, referencing the original invoice number. State the remaining balance after the adjustment.
Tax and compliance
Where the original invoice carried VAT or sales tax, the credit note usually reverses that tax in proportion to the amount credited. Rules vary by country, so confirm what applies to you.
Frequently asked questions
A client cancelled the project after the positioning workshop but before I started the visual work. What do I credit?
Retain the fee for the completed positioning workshop. Issue a credit note for any advance payment covering the visual development phase that has not started. Describe on the credit note which phases are complete and which are being credited so the client understands the calculation.
My client rebranded after I completed the strategy work but never used the deliverables. Do they get a refund?
No. If the deliverables were completed and delivered as agreed, the client has received what they paid for. The fact that they chose not to implement the strategy does not entitle them to a credit. A credit note is only appropriate when a service was not delivered or an agreement to reduce the scope was reached.
I invoiced a naming workshop and consultation package together, but the client only wants to proceed with the naming. How do I split the invoice?
Issue a credit note for the consultation element that is no longer being used. Reference the original combined invoice and the specific component being credited. Then invoice only for the naming deliverable going forward. Keeping the documents separate makes it clear what was agreed and what changed.
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Read the complete credit note guide to see when to issue one and how it adjusts an invoice already sent.
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