Outstanding Credit Note Reminder Email

If your credit note is still unclaimed, prompt action with this short reminder. This template requests confirmation or a date for credit application, ensuring timely closure.

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$39

One-time payment for a basic reminder pack.

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Pro

$89

Full multi-email sequence plus templates and variations.

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When to use / when to send

Checklist / what to include

Credit note reference and related invoice #{{InvoiceNumber}}
Outstanding amount or value
Request for confirmation or applied invoice details
Polite nudge for timing if credit is not yet used
Pay link for any open balance

How to use

Copy/paste template

Hi {{Name}},

Our records show Credit Note #{{InvoiceNumber}} remains outstanding. Can you confirm when it will be applied, or let us know which invoice to allocate it to?

If there’s an open balance, payment can be made here: {{PayLink}}.

Thank you,
{{YourName}}
{{Company}}

Follow-up plan + common mistakes

If no reply, follow up once before month-end
If balance is open, keep pay link present
Don’t assume credit was applied without confirmation
Don’t delay escalation if it affects account closure
Document all communications for audit purposes

FAQ

Typically, credit notes do not expire but should be applied promptly. Check your terms if unsure.