Free Life Coach Credit Note Template
Generate credit notes for life coaching session refunds, programme cancellations, and billing adjustments. Free PDF, no signup.
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When does a life coach issue a credit note?
A life coach issues a credit note when a billed programme is cut short or a group does not run, such as remaining sessions of a prepaid block or a programme that failed to enrol. The note references the original invoice, names the sessions credited, and reduces what the client owes.
Typical line items
- Original invoice number and date
- Unused sessions credit, eight of twelve remaining
- Group programme cancellation, insufficient enrolment
- Reason for the credit
- Credited amount
- Adjusted balance due
- Tax adjusted accordingly
How the work is charged
Credit unused sessions at the per-session rate from the original invoice for the sessions not delivered. A cancelled group programme is refunded at the deposit the client paid.
Payment terms and deposits
Refund the credit to the original payment method or apply it to a future programme, quoting the original invoice number. Show the revised balance so the client's account is 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. Confirm the rules that apply to your practice.
Frequently asked questions
My six-month programme is described as non-refundable but a client is in financial difficulty. What should I do?
Whether to issue a credit note is your decision. Legally, a non-refundable contract protects you from having to refund. Commercially and ethically, you may choose to make an exception. If you decide to issue a partial or full credit, document it clearly with a credit note so both your records and the client's reflect the agreed resolution.
I offered a free discovery call but accidentally invoiced it. How do I correct this?
Issue a credit note for the full amount of the invoiced call. Reference the original invoice and add a description such as 'complimentary discovery call, invoiced in error'. This keeps your accounts accurate without needing to cancel or reissue the original invoice.
Can a credit note be issued for online programmes sold through a course platform?
Yes. If you invoiced the client directly rather than through the platform, issue a credit note in the normal way. If the sale went through the platform and the refund is processed through their system, you may not need a separate credit note, though you should reconcile the adjustment in your own accounts.
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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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