Outstanding Credit Note Application Reminder

When a credit note hasn’t been applied and invoices remain open, use this template. It prompts AP to confirm application of the credit and gives a route for quick payment adjustment.

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When to use / when to send

Checklist / what to include

Invoice #{{InvoiceNumber}} (and credit note details if needed)
Outstanding balance {{Amount}} after credit
Due date {{DueDate}}
Ask if/when credit will be applied
Pay link {{PayLink}} for adjusted balance

How to use

Copy/paste template

Hi {{Name}},

Invoice #{{InvoiceNumber}} is still open and we issued a credit note that hasn’t yet been applied. The outstanding balance after credit is {{Amount}}; due date was {{DueDate}}.

Can you confirm when the credit will be applied and if payment of the adjusted balance can be completed?

If possible, pay the new balance here: {{PayLink}}.

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

Follow-up plan + common mistakes

Confirm any credit application or payment in writing
If there’s no reply, call AP to clarify application status
Don’t keep sending reminders without addressing the credit note
Don’t let credit issues delay full payment indefinitely
Attach credit note if AP claims not to have it

FAQ

Resend the credit note as a PDF or link, and ask for immediate confirmation once it’s applied.