Issuing CFDI 4.0 requires more than an RFC. SAT identifies the recipient’s RFC, name or legal name, tax regime, and fiscal postal code as minimum data. The transaction also needs the applicable concepts, taxes, currency, payment form and method, and CFDI use.
This guide explains Cord’s workflow. It does not replace your accountant or SAT guidance for a particular transaction.
Configure the issuer once
Under Settings > Invoicing > Tax details, enter the issuer RFC, legal name, tax regime, fiscal postal code, numbering, and a valid Digital Seal Certificate with its private key and password.
Cord validates the format and sends the material to the fiscal provider. Never expose
the .key file, password, or certificate in email, chat, or support tickets. Replace an
expired or revoked CSD before issuing again.
Review every invoice
Check recipient RFC, legal name, regime, fiscal postal code, CFDI use, line items and units, tax object and amounts, currency and exchange rate, and payment form and method.
Cord does not automatically scan a Certificate of Tax Status or decide the correct regime, use, or tax treatment for you.
What happens during stamping
Cord freezes an issuer, recipient, line-item, tax, and total snapshot and requests stamping through Facturapi. After confirmation, Cord stores the fiscal identifier, XML, and PDF representation associated with the document.
Fiscal issuance is not merely a visual status change. Corrections follow applicable fiscal mechanisms, including cancellation or related documents. Review before confirming.
PUE, PPD, and payment receipts
SAT distinguishes when the transaction is paid. When stamping, Cord sets the payment method from what actually happened with the money: an invoice already paid in full is issued as PUE, with the payment form of the charge; one to be collected later, in full or in installments, is issued as PPD with payment form 99. An invoice to the general public (generic RFC) is always PUE.
For each payment a PPD invoice receives, Cord stamps the payment receipt complement (type P CFDI) automatically, related to the invoice UUID and its installment number. SAT expects it by the 5th of the following month. It carries the payment form of the charge, counts as one fiscal document for the month, and appears in the invoice history. Cord does not issue it, and says so in that history, in two cases: a payment in a currency other than MXN, because it needs the official exchange rate for the payment date, and an advance payment, which follows SAT’s advance procedure. If a complement is not issued, because of an error or because the payment is in another currency, Cord creates a task dated two days before the 5th of the following month.
Today Cord does not send the complement to your customer or offer it for download from the invoice; if you need it, write to us.
Carta Porte and other complements
Cord does not issue Carta Porte, payroll, or the foreign-trade complement. If you invoice goods to a foreign customer, Cord asks you to confirm it is not an export before stamping. An income CFDI issued in Cord does not automatically satisfy those duties: determine the required document with a specialist.
Common errors
- Recipient name does not match tax records.
- Postal code belongs to a branch rather than the required fiscal address.
- Tax regime and CFDI use are incompatible.
- CSD is expired or revoked, or its password is wrong.
- The automatic complement is expected for a payment in another currency or an advance payment: those cases are handled with your accountant.
- Issuance occurs before resolving a currency, tax, or total discrepancy.
Read the Cord invoicing guide for the exact configuration, issuance, download, and correction workflow.
Frequently asked questions
What minimum recipient data does CFDI 4.0 require?
SAT identifies RFC, name or legal name, tax regime, and fiscal postal code as minimum recipient data. The transaction also needs all other applicable fields, including CFDI use.
Can Cord issue CFDI 4.0?
Yes, for Mexican organizations with a valid tax profile and CSD. Cord sends the document to Facturapi as stamping infrastructure; XML and a PDF representation are available after confirmed issuance.
Does Cord issue payment-receipt or Carta Porte complements?
Cord issues the payment receipt complement: it stamps one automatically for each payment received on a PPD invoice in pesos. It does not issue Carta Porte, payroll, or the foreign-trade complement; those documents are handled outside Cord.