Free Subscription Proration Credit Note Template & Generator
Credit the unused portion of a plan after a downgrade, cancellation, seat reduction, or billing-cycle change. This free credit note template opens with practical line items for subscription and SaaS businesses, calculates totals when the document uses prices, and exports as a polished PDF.
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| Description | Qty | Rate | Amount |
|---|---|---|---|
| Unused subscription period credit | 18 | $12.50 | $225.00 |
| Unused seat credit | 3 | $24.00 | $72.00 |
One-time payment · No subscription
Use-case checklist
What to include in a subscription proration credit note
Proration needs visible dates and arithmetic. A credit note should show the original plan, unused period, daily or monthly basis, and prior invoice so the customer can reconcile the adjustment to the next charge or refund.
- provider, customer, subscription, and account
- original plan, period, and invoice
- change date, unused time, seats, or units
- proration rate and calculation
- tax adjustment, total credit, and application
Example starting lines
| Description | Qty | Rate |
|---|---|---|
| Unused subscription period credit | 18 | $12.5 |
| Unused seat credit | 3 | $24 |
Complete it cleanly
State subscription, plan, seats, original billing period and invoice, effective change date, unused days or units, proration basis, taxes, total credit, and whether it reduces the next invoice or is refunded.
When this document is the right choice
Use this credit note to document a reduction or reversal against an issued invoice. A credit note changes the amount owed on an earlier invoice without deleting the original record. Reference the original invoice and state the exact reason for the adjustment.
Frequently asked questions
What should a subscription proration credit note include?
Include provider, customer, subscription, and account, original plan, period, and invoice, change date, unused time, seats, or units, proration rate and calculation, and tax adjustment, total credit, and application. The fields and example lines on this page give you a practical starting point.
How should I complete this credit note before sending it?
State subscription, plan, seats, original billing period and invoice, effective change date, unused days or units, proration basis, taxes, total credit, and whether it reduces the next invoice or is refunded.
Is this subscription proration credit note template free?
Yes. You can create, edit, and preview the document without an account. Creating and previewing is free. PDF downloads cost $2.29 per document, or are included with Unlimited.
More credit note templates
Start with the closest business workflow and adjust the details.