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.
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 European formats Cord generates, what data each needs, how to download or attach them to the email and how the Facturae is signed.
Avoid duplicating a recurring invoice
How Cord avoids issuing the same period of a recurring invoice twice and what to check when an issuance or its 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 abroad: 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 from its detail page: why it starts at the full amount, which document each country issues and its effect on the balance.
Issue Transfer CFDI (Waybill / Carta Porte)
Cord does not stamp transfer CFDIs with Carta Porte: which CFDIs it does issue (income, expense and payments) and what to use if you move goods in Mexico.
Sending invoices in bulk
Send several invoices at once from Invoices: each client gets their own email with the PDF attached and a payment link with that invoice’s balance.
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
How Cord calculates an invoice balance: payments, credit notes and refunds are tracked separately so no movement is counted twice.
Use an invoice link
Use an invoice link without an account: check the balance, download the PDF and XML, and confirm a payment you just made.
Void invoices and check cancellations
When an invoice can be voided, the SAT reason and replacement in Mexico, and what each country does: credit notes, deadlines and void records.
What to do if your CSD expired
Your SAT CSD lasts four years or can be revoked: how to upload the new .cer and .key in Settings › Tax details and how long it takes to propagate.
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