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Cord 101: Getting Started
Set up your account, create your first client and send your first quote in minutes.
Glossary
The translator between engineers and accountants: pro forma, Verifactu, Factur-X, CFDI, idempotency and more.
Migrate from Stripe
Guide to export your clients and import your card vault (PCI-DSS).
Dev Portal
Technical docs for the REST API, Webhooks, and UI components.
Explore by category
Payments & Deposits
- Bank account deposit times
- How to activate online payments
- Processing fees and rates
- Handling disputes and chargebacks
Quotes
- Create a quote or an invoice step by step
- Structure of an interactive quote
- Approve and reject deals (Customer flow)
- Add credit terms (Net 7 to Net 90)
Invoicing
- Issue CFDI 4.0 from a quote or from scratch
- SAT product and unit keys on your invoices
- PPD invoices and payment complements (REP)
- Automatic US sales tax from the client's address
Invoicing by country
- How to invoice in Mexico with Cord
- How to invoice in the United States with Cord
- How to invoice in Canada with Cord
- How to invoice in Brazil with Cord
Account & Team
- Cord 101: Getting Started
- Inviting members and roles
- Update your deposit account
- Email and Slack notifications
Reports & Analytics
- Customize Home and its widgets
- Read the KPIs and the date picker
- Cord's reports: which one answers which question
- Export a report to CSV (Excel and Google Sheets)
Frequently asked questions
Frequently asked questions
New subscriptions in Spain, Germany and France have fixed EUR prices for Starter, Professional and Scale. Existing contracts keep their currency. Checkout shows the monthly or annual total and applicable overage; Developer in EUR is quoted by sales.
Returning from payment does not itself confirm the charge. Use Refresh balance and check the status. If your bank already shows a charge, contact the business before paying again.
It depends on the frequency you pick in Settings > Payments > Payouts: daily, weekly or monthly payouts, with the minimum delay your country allows. A new account’s first payouts take longer while the initial review completes, and the estimated arrival date for each one is shown in your Payments dashboard.
Open the invoice and choose More actions › Void. In Mexico Cord asks for the SAT reason (02, 03 or 04); if the invoice has an error that must be corrected with another one, use Replace CFDI, which cancels the original under reason 01. If payments have been applied, Cord blocks voiding and suggests a credit note. A pending request does not mean the CFDI is canceled: use Check cancellation status. A credit note and a refund are different actions.
In the United States, Canada and the United Kingdom no authority receives each invoice: Cord issues a standard invoice with your sales tax, GST/HST or VAT. In Germany and France it also goes out as XRechnung or Factur-X. In Mexico it stamps CFDI 4.0 from Starter with your CSD. In Spain, Verifactu is switched on, in beta: from Starter, once you upload your electronic certificate, every invoice is registered with the AEAT; without one, Cord issues a pro forma. Filing with ARCA in Argentina, NFS-e and NF-e in Brazil, SUNAT in Peru, the SII in Chile, the DIAN in Colombia, France's approved platform and Spain's business-to-business e-invoicing is being turned on country by country; until then Cord issues a standard invoice. Each country has its guide under Invoicing by country.
Yes. You pick the selling currency in the editor and your client sees and pays by card in that currency. If your books are in a different one, Cord locks the exchange rate for 30 days when you save the quote, and the invoice states it along with the converted total. Each transfer settles in its own currency: SPEI is a Mexican rail and only charges in pesos, and bank transfer with a reference, in beta, charges in euros, pounds or US dollars depending on your account's country.
Cord emails them reminders, in your account's language, on the dates you choose in Settings › Invoicing › Reminders: by default 7 and 1 days before the due date and 3, 7, 14 and 30 days after. You can turn them off or pause a client from their profile. From the Professional plan, AI collections can take care of overdue receivables. Automatic late interest is suspended while the country-by-country legal review is completed.
Yes. Every task has an assignee, a due date, and a priority, and every morning, from 8:00 in your business's time zone, each assignee gets an email with their tasks due today and overdue. You see them all under Tasks in the sidebar, and the reminder can be turned off in Settings › Notifications.
On payments in Mexican pesos, Cord Payments charges a published fee per method, plus VAT. You see and accept it before activation, while customer funds continue to settle directly into your account. In other currencies Cord does not charge its own transaction fee today; Mercado Pago applies its own fees in your Mercado Pago account.
Yes. Under Reports, table reports (Sales over time, Sales by client, Sales by product, Payments received, Invoiced taxes, Repeat purchase by cohort, Sales by team member, and the Custom report) have an Export CSV button. Amounts come as numbers in your business's base currency, with the currency in its own column. A saved custom report can also arrive by email every Monday or every 1st with the CSV attached.
Your keys (test and live) are in the API keys tab of the Developers Workbench: turn on Developer mode in Your account › Preferences and open the Developers pill in the bottom-right corner. Live keys are available on every plan, including Free — each plan just has a different key limit (Free: 2, Developer: 200).
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Advanced technical support is included in all plans. Contact us directly and we will resolve your issue in less than 2 business hours.