As of 13 August 2026, AI can create a credit note.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 15 minutes until you can act on the result.

   How to actually do it

   1. Open the original invoice and your accounting or invoicing system, then gather the invoice number, invoice date, customer details, credited items, original amounts and VAT treatment.
   2. Confirm the business legal name, address, VAT registration details if applicable, credit note date, reason for the credit and the refund or account-credit arrangement.
   3. Paste the prompt and replace every bracketed slot with the confirmed information, leaving a slot marked as missing if you do not know it.
   4. Ask the chatbot to produce the credit note, comparison table and missing-information list specified in the prompt.
   5. Compare every customer detail, invoice reference, item, amount and VAT figure in the draft against the original invoice and your accounting records.
   6. Open your current invoicing system and check the next credit note number, numbering sequence and whether the proposed credit will be recorded against the original invoice.
   7. Ask your accountant or VAT adviser to confirm the treatment if the credit changes VAT, covers several invoices, relates to a disputed supply or involves a complicated adjustment.
   8. Copy the checked details into your accounting system, issue the credit note through that system and send it to the customer.

   Prompt

   Create a draft UK business credit note using only the information supplied below. Invent nothing. If any required detail is missing, list it clearly instead of guessing.
   
   Business details:
   - Legal name: [business legal name]
   - Trading address: [address]
   - VAT registration number, if applicable: [VAT number or not VAT registered]
   - Credit note numbering format or next number: [number]
   
   Customer details:
   - Customer legal name: [customer name]
   - Customer address: [customer address]
   - Customer account or reference: [reference, if any]
   
   Original invoice:
   - Invoice number: [invoice number]
   - Invoice date: [invoice date]
   - Items or services being credited: [description]
   - Original net amount: [amount]
   - Original VAT amount: [amount]
   - Original gross amount: [amount]
   
   Credit:
   - Credit note date: [date]
   - Reason for credit: [reason]
   - Items or services to credit: [details]
   - Net amount to credit: [amount]
   - VAT amount to credit: [amount]
   - Gross amount to credit: [amount]
   - Payment or account treatment: [refund, account credit, or other agreed treatment]
   
   Produce:
   1. A clean credit note suitable for copying into a document or accounting system.
   2. A short check table comparing the credit amounts with the original invoice.
   3. A list of missing or inconsistent information.
   4. A list of points I must confirm before issuing it, including the credit note number, customer details, original invoice reference, reason, arithmetic, VAT treatment, and whether the credit has been recorded in the accounting system.
   
   Do not claim that the credit note has been issued or submitted to HMRC. Do not give tax advice beyond identifying information that needs confirmation. This is not professional advice.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.