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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Credit Memo Template. Double-click the downloaded file to extract all files.
  2. Open the template "creditmemo.xls" or "creditmemo-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Credit Memo Template

Credit Memo Template (c5044)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Credit Memo Template - freeware edition

Credit Memo Template - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Credit Memo Template - Uniform Invoice Software V3 edition

Credit Memo Template - Uniform Invoice Software V3 edition

Download Credit Memo Template (c5044)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

358 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.83 MBDownload

Detail

Credit Memo Template is a free sample template that helps you create credit notes and credit memos. The credit note template in Excel format and its PDF format are all available free for download.

A credit note is also called credit memo (memorandum). It is a commercial document issued by a seller to a buyer and states the amount of money that has been credited to the buyer's account. The credit note format available for free here on InvoicingTemplate.com was originally a sample on customizing the default sales invoice template shipped with Uniform Invoice Software, and it is now provided as a free template. The credit note template is offered in Microsoft Excel (.xls) format, which you can easily convert to the new (.xlsx) format by executing the "Save As" command in Microsoft Excel.

Although it is easy to create the layout and format of Credit Memo Template with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Credit Memo Template uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Credit Memo Template, Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

The difference between credit note and invoice lies not mainly in the form layout. A credit note or credit memo reduce the amount that a buyer owns a seller, which is exactly the opposite of what an invoice does.

While the freeware version of this credit memo template does not manage credits and account receivables for you, the Uniform Invoice Software version could do all these accounting tasks in an automated way. For example, if you save a credit note / credit memo in Uniform Invoice Software, the "Credit" of a customer account will be added with the amount calculated by the credit note template, you can then apply the credit to any invoices. Simply put, with this credit note template and credit memo template, Uniform Invoice Software could be a fully featured credit note software.

Like other form designs here on InvoicingTemplate.com, Credit Note Template is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c5044
NameCredit Memo Template
CategoryOther Invoice Template
Release DateFriday, January 3, 2014
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)19.50
Print Area$F$2:$N$40
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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