Invoicing
Issue your invoices and set up your tax details.
Issue CFDI 4.0 from a quote or from scratch
How to stamp a sale's CFDI 4.0 from the approved quote or from Invoices, what Cord decides for you (PUE or PPD, use, payment method) and what to check before issuing.
SAT product and unit keys on your invoices
Which key each item is stamped with, how to set it per product or per line, and which key Cord uses when you don't (the generic 01010101).
PPD invoices and payment complements (REP)
How Cord decides between PUE and PPD, when it issues each payment's complement on its own, the cases it leaves to your accountant and how to see their status.
Automatic US sales tax from the client's address
How state, county, city and district sales tax is calculated, how many invoices each plan includes, overage, exempt clients, limits and what is not covered yet.
European e-invoicing: Factur-X, XRechnung, Peppol and Facturae
Which formats Cord generates for EU issuers, what data each one needs, how to download them or attach them to the email, signing the Facturae and when they cannot be generated.
Avoid duplicating a recurring invoice
What to check when issuance or email delivery fails.
Cancel CFDI with related documents
What to check before cancelling or replacing a CFDI that has credit notes, payment complements, a replacement in progress or is part of a global invoice.
Client Catalog and Tax ID
How Cord stores your clients' tax IDs and what validation actually happens.
Download an invoice's PDF and XML
Where to find each invoice's PDF, the tax XML (CFDI, SUNAT, DIAN, SII, NF-e) and the European e-invoice formats, invoice by invoice.
General Public invoicing and the global invoice
When to use the generic RFC and how to issue the period's global invoice.
Invoice advance payments
The tax treatment of charging a percentage up front and the rest later.
Invoicing customers abroad
What Cord does when your client is outside your country: CFDI to a foreign resident in Mexico, reverse charge and export in the EU, and what each tax rail covers.
Issue a credit note
Credit an issued invoice: how it is created from the detail page, why it starts at the full amount, which document is issued in each country and its effect on the balance.
Issue Transfer CFDI (Waybill / Carta Porte)
Configuration for logistics or merchandise companies.
Sending invoices in bulk
Send several invoices at once, with their PDF and payment link.
Set up tax withholdings
Which withholdings Cord seeds per country, which base they are calculated on, how to make them the default and what each tax document does with them.
Understand an invoice balance
Partial payments, credits and money returned.
Use an invoice link
Check balances, download documents and verify payment confirmation.
Void invoices and check cancellations
When an invoice can be voided, the SAT reason and replacement in Mexico, and what each country does: credit note where the authority does not cancel, cancellation deadlines and cancellation records.
What to do if your CSD expired
Steps to upload your new Digital Seal Certificate.
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