Credit Note Mentioned but Not Shared Email Template

Use this page when AP says a credit note exists and explains the current balance, but they still have not shared the actual document your team needs to verify the claim. This is different from a normal credit-note follow-up or a payment chase. The blocker here is documentary proof of the offset itself. Your team cannot decide whether the invoice is truly reduced, fully cleared, or still largely unpaid until the credit note is sent and matched to the right invoice. That makes this page highly specific to users caught between a verbal explanation and a missing document. The action you want is simple: get AP to send the credit note, confirm how it applies to the invoice, and state what cash balance, if any, still remains after the offset is taken into account. It is commercially strong because it targets finance users who are already in a real reconciliation dispute and need sharper wording than generic credit-note pages usually provide.