Credit adjustments

Credit note

Issue a clear credit against an invoice with the reason and new total.

File types: PDF
Size: A4 PDF
Use case: Credit adjustments
Licence: Free to copy and use in your own templates
Source: Made by thirds.ai with the open-licence Bricolage Grotesque font, original graphic marks, and fictional sample names.

A credit note with a deep plum header cut on a diagonal, a large lime green total of -$1,128.00, a cream lower section with the seller and customer details, an itemised table, and a plum net credit box. — credit-note/template.html

About this design

What you can make with it.

Businesses use this when a service or product needs a billing adjustment. It shows the adjusted amount in bold, with the reason and the items it covers below. Update the customer, the reason, the items, and the total for each credit.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

Seller nameA short text.
Seller emailA short text.
Customer nameA short text.
Customer emailA short text.
Credit numberA short text.
Issued onA short text.
Original invoiceA short text.
ReasonA short text.
ItemsA list of items. Each item has description and amount.
SubtotalA number.
TaxA number.
TotalA number.
Refund noteA longer text with more than one line.
FooterA short text.

{
  "seller_name": "Northline Studio",
  "seller_email": "hello@northlinestudio.co.uk",
  "customer_name": "Fieldnote Labs",
  "customer_email": "accounts@fieldnotelabs.co.uk",
  "credit_number": "CN-1042",
  "issued_on": "2026-10-12",
  "original_invoice": "NS-1042",
  "reason": "Removed the unused research workshop from the September scope.",
  "items": [
    {
      "description": "Research workshop adjustment",
      "amount": 450
    },
    {
      "description": "Printed handout materials, unused",
      "amount": 60
    },
    {
      "description": "Venue hire credit",
      "amount": 120
    },
    {
      "description": "Catering deposit refund",
      "amount": 40
    },
    {
      "description": "Travel costs, not incurred",
      "amount": 85
    },
    {
      "description": "Facilitator half-day rate",
      "amount": 150
    },
    {
      "description": "Equipment hire, unused",
      "amount": 35
    }
  ],
  "subtotal": 940,
  "tax": 188,
  "total": 1128,
  "refund_note": "Apply CN-1042 to your next invoice, or reply to this email to ask for a refund instead.",
  "footer": "Northline Studio Ltd. Company no. 09873215. VAT registration GB 231 6620 47."
}

For developers

Make this file from your code or your AI tools.

Save your copy once, then send the new details with each request. Each finished file costs 1 credit.

curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: credit-note-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"seller_name":"Northline Studio","seller_email":"hello@northlinestudio.co.uk","customer_name":"Fieldnote Labs","customer_email":"accounts@fieldnotelabs.co.uk","credit_number":"CN-1042","issued_on":"2026-10-12","original_invoice":"NS-1042","reason":"Removed the unused research workshop from the September scope.","items":[{"description":"Research workshop adjustment","amount":450},{"description":"Printed handout materials, unused","amount":60},{"description":"Venue hire credit","amount":120},{"description":"Catering deposit refund","amount":40},{"description":"Travel costs, not incurred","amount":85},{"description":"Facilitator half-day rate","amount":150},{"description":"Equipment hire, unused","amount":35}],"subtotal":940,"tax":188,"total":1128,"refund_note":"Apply CN-1042 to your next invoice, or reply to this email to ask for a refund instead.","footer":"Northline Studio Ltd. Company no. 09873215. VAT registration GB 231 6620 47."}}'

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "credit-note-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "seller_name": "Northline Studio",
          "seller_email": "hello@northlinestudio.co.uk",
          "customer_name": "Fieldnote Labs",
          "customer_email": "accounts@fieldnotelabs.co.uk",
          "credit_number": "CN-1042",
          "issued_on": "2026-10-12",
          "original_invoice": "NS-1042",
          "reason": "Removed the unused research workshop from the September scope.",
          "items": [
            {
              "description": "Research workshop adjustment",
              "amount": 450
            },
            {
              "description": "Printed handout materials, unused",
              "amount": 60
            },
            {
              "description": "Venue hire credit",
              "amount": 120
            },
            {
              "description": "Catering deposit refund",
              "amount": 40
            },
            {
              "description": "Travel costs, not incurred",
              "amount": 85
            },
            {
              "description": "Facilitator half-day rate",
              "amount": 150
            },
            {
              "description": "Equipment hire, unused",
              "amount": 35
            }
          ],
          "subtotal": 940,
          "tax": 188,
          "total": 1128,
          "refund_note": "Apply CN-1042 to your next invoice, or reply to this email to ask for a refund instead.",
          "footer": "Northline Studio Ltd. Company no. 09873215. VAT registration GB 231 6620 47."
        }
      }
    }
  }
}