Reminder Email for Outstanding Credit Note Application

When a credit note is issued but not applied, invoice clearing is delayed. This email requests immediate application so your records—and theirs—are correct and you get paid the right balance.

When to use / when to send

Checklist / what to include

• Invoice #{{InvoiceNumber}}, credit note #{{CreditNoteNumber}} and {{CreditAmount}}
• Clear reference to applied or unapplied balance
• Ask for written confirmation of the credit note’s application
• Next steps if left unapplied (i.e., further escalation)
• Your phone and reply deadline {{ReplyByDate}}

How to use

Copy/paste template

Follow-up plan + common mistakes

• Always attach the credit note with each request
• Don’t include new credits—one note per message
• If ignored after one attempt, call AP/finance owner
• Confirm application in writing
• Don’t let unapplied credits drag on—balance clarity is key

FAQ

Related templates

• Partial payment follow-up strategy
• AP invoice processing status email
• Overdue invoice subject lines
• Firm payment reminder email
• Partial payment follow-up request template