Free Interior Designer Credit Note Template
Create credit notes for design project cancellations, specification changes, and procurement refunds. Free PDF download.
Currency
Live Preview
When does an interior designer issue a credit note?
An interior designer issues a credit note when an invoiced project narrows or procurement is cancelled, such as rooms dropped from the contract or a supplier deposit returned. The note references the original invoice, names the credited scope, gives the reason, and reduces the client's balance.
Typical line items
- Original invoice number and date
- Scope reduction, rooms 3 and 4 removed from contract
- Cancelled furniture procurement, supplier deposit returned
- Reason for the credit
- Credited amount
- Adjusted balance due
- Tax adjusted accordingly
How the work is charged
Credit removed rooms at their share of the design fee on the original invoice. A cancelled procurement is credited at the supplier deposit returned, less any restocking charge passed on.
Payment terms and deposits
Refund the credit to the original payment method or offset it against the next invoice, quoting the original invoice number. Show the revised balance so the project account stays clear.
Tax and compliance
If the original invoice charged sales tax or VAT, the credit note generally reverses that tax in proportion to the amount credited. Design fees and goods can be taxed differently, so confirm what applies to you.
Frequently asked questions
A client cancelled after I completed the concept phase. How do I credit the remaining phases they paid for?
Issue a credit note for the fees allocated to undelivered phases, as broken down in your original proposal or invoice. If you charged a flat project fee, divide it by phase as stated in your contract. This gives the client a clear refund document and records the income you legitimately kept.
Should I issue a credit note when a supplier refunds a deposit I passed through to my client?
Yes. If you invoiced the client for the procurement deposit and then received it back from the supplier, issue a credit note to pass the refund back to your client. This keeps your accounts honest and ensures you are not holding money that belongs to the client.
Do I need a credit note if I simply adjust the next invoice to account for an overpayment?
Strictly speaking, a credit note is better practice. It makes the adjustment explicit and gives both parties a separate document for their records. An informal invoice deduction can be missed or misunderstood, particularly if the client has a finance team processing your invoices rather than the project contact.
Related credit note templates
More free tools
Read the complete credit note guide to see when to issue one and how it adjusts an invoice already sent.
Back to Credit Note Generator