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Approval, Stamping, and Collections

Closing the loop. Stamp CFDI 4.0 automatically and let Cord’s AI chase pending balances for you.

Digital Approval

When the client reviews the Magic Link and clicks Approve Quote, several things happen:

  1. The status changes from Sent to Approved.
  2. The web link is commercially frozen (prices can no longer be changed).
  3. If you configured an advance or cash payment, the online checkout is automatically enabled.

One-Click CFDI 4.0 Stamping

Cord connects to PACs (Authorized Certification Providers) to issue legal invoices.

  1. Go to the approved quote in your dashboard and click Issue Invoice (Stamp).
  2. The system will intelligently validate that the client has their RFC, Legal Name, CFDI Usage, and Zip Code correctly captured. If the fiscal zip code is missing, it will ask for it in a quick modal without taking you away from the screen.
  3. Upon confirmation, the system generates the SAT UUID in real-time.
  4. The client automatically receives an impeccable email attaching the XML and the printed PDF representation (with your branding).

Smart Collections and Cash Flow

For quotes with credit terms (Net 30/60) or those where the client only paid the advance, Cord has a complete Collections and Treasury module.

1. Automatic Late Interest

If a quote’s balance exceeds its due date, Cord can apply an automatic compound interest charge monthly (e.g., 2% or 5%). This amount is added to the account receivable, and Cord sends you a summary email every 1st of the month with all generated surcharges.

2. Autonomous Collections Agent (AI)

Instead of a human chasing clients who owe old invoices, Cord’s AI Agent takes control:

  • If a client is 15+ days late, the AI enters an email cycle.
  • It drafts hyper-personalized messages demanding the balance. In each email, it includes a direct online payment button for the exact amount of the debt.
  • Payment Plan Negotiation: If the debtor replies to the email citing cash flow issues, Cord’s AI has the capacity to negotiate. It can structure the overdue balance into 2 or 3 monthly installments, and if the debtor accepts, the AI materializes the installments on the platform and sends the corresponding payment links, entirely on autopilot.

3. Predictive Treasury

In your “Cash flow” section, Cord analyzes which clients constantly fall behind and crosses that information with your actual overdue portfolio to give you a realistic estimate of the money that will actually come in over the next 90 days.