A Credit Note is the mechanism to credit the balance of an already-issued invoice without cancelling it outright — for example, when you give a client a post-sale discount, or need to refund part of what was collected. In Mexico it’s issued as an Expense-type CFDI, linked by its UUID to the original invoice.

Issue a Credit Note in Cord

1. Locate the original invoice in your Invoices inbox. Only an issued invoice can have a Credit Note.
2. Open its options menu and choose Generate Credit Note.
3. Cord creates a new Credit Note as a draft, for the full amount of the original invoice, and takes you straight to its detail page.
4. From there, edit it like any draft: adjust the amount if you only need to credit part of it, and add a line explaining the reason. When it’s ready, issue it from the same draft editor you use for any new invoice.

Cord does not automatically email the client when you create the Credit Note: it’s generated as a draft for you to review, and you send it yourself with the send button on its detail page once you’ve issued it — just like with any other invoice.