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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About Brand Strategist credit notes
Brand strategists issue credit notes when a project is cancelled after the discovery phase, when a deliverable is removed from scope mid-engagement, or when a retainer is terminated before the contract period ends. Strategy projects with multiple phases and milestone payments create situations where credits arise whenever a phase is not completed.
A credit note from a brand strategist references the original invoice, describes the phase or deliverable being credited, and confirms whether the amount is being refunded or carried toward future work. Clear documentation protects the relationship when scope conversations become complicated.
When to issue a credit note
Issue a credit note when a startup cancels a full brand identity project after the positioning workshop is invoiced but before visual concepts are developed. Use one when a brand audit is removed from scope after invoicing because the client decides to use existing research. Issue one when a quarterly brand review retainer is cancelled after the first month and the remaining two months are to be refunded. It also applies when a client prepays for a naming project but subsequently merges with another company and no longer needs the new brand.
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.