Free SEO Specialist Credit Note Template
Create credit notes for SEO retainer cancellations, campaign adjustments, and service billing corrections. Free PDF.
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About SEO Specialist credit notes
SEO specialists issue credit notes when a retainer is cancelled mid-month and unused days need to be returned, when a deliverable such as a content audit or technical review is removed from scope after the invoice is raised, or when a client overpays a monthly fee and the surplus needs to be documented. These are routine billing adjustments in ongoing service relationships.
The credit note references the original invoice, lists each adjustment with a clear label, and gives the client a formal document for their accounts. It keeps your own revenue records accurate and avoids unresolved balances carrying between months.
When to issue a credit note
Issue a credit note when a client cancels their SEO retainer with two weeks remaining in a prepaid month. Use one when a technical audit is removed from a project scope after the project invoice has been raised and paid. It also applies when a client is billed for a link-building package they later decide not to proceed with and you have not yet begun the work.
Frequently asked questions
A client cancelled their retainer mid-month. How do I work out the credit amount?
Divide your monthly retainer fee by the number of working days in the month, then multiply by the days remaining when the cancellation was made. Issue a credit note for that amount. If your contract specifies a notice period, only credit days after the notice period ends, not from the cancellation date itself.
If I invoiced for a deliverable that is no longer needed before I started work, must I issue a credit note?
Yes, if the client has already paid. Issue a credit note for the full deliverable value with a note that work had not commenced. If work had started but not been completed, credit only the portion not yet delivered based on your estimate of work done. Document this honestly.
Can I apply a credit note as a discount on next month's retainer instead of making a bank transfer?
Yes. Note on the credit note that it will be applied against the next invoice and specify the expected invoice date. When you raise the next invoice, reference the credit note number and deduct the amount from the total. Keep a copy of both documents linked together for clear reconciliation.