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Approval and invoicing

Closing the loop. After approval, you can collect payment, issue the document available for your market, and follow up on pending balances.

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.

Invoicing: a different document depending on your country

Cord doesn’t issue the same kind of receipt everywhere — your business’s country decides the rail:

  • Mexico: CFDI 4.0 stamped with the SAT, through a certified electronic-invoicing provider.
  • Spain: a commercial invoice. A chained Verifactu record is created only when the organization’s certificate and Cord’s regulatory rail are active; otherwise the status is commercial_only.
  • Other supported markets (United States, Canada, Brazil, United Kingdom, Germany, France, Colombia, Argentina, Chile, and Peru): a commercial invoice with sequential numbering and taxes configured by the business, without automatic filing with the local tax authority.

See the full country-by-country detail in Fiscal invoicing by country.

One-click CFDI 4.0 stamping (Mexico)

  1. Go to the approved quote in your dashboard and click Issue Invoice (Stamp).
  2. The system will 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 email attaching the XML and the printed PDF representation (with your branding).

Collections and Treasury

For quotes with credit terms (Net 30/60) or those where the client only paid the advance, Cord has a Collections and Treasury module — the full picture lives in Treasury and FX Lock and Autonomous Collections (AI); here’s a summary of how it connects to a closed quote.

Late interest

Automatic application is suspended while the country-by-country legal review is completed. Saved rates do not generate new charges during this period.

Autonomous Collections Agent (AI)

Also available from the Scale plan, Cord’s AI Agent monitors your overdue portfolio and, depending on the mode you choose (Approval or Automatic), drafts personalized collection emails and can negotiate a monthly installment plan with the debtor. The full behavior lives in Autonomous Collections (AI).

Predictive Treasury

In /app/informes, Cord crosses the credit terms of your open quotes with each client’s actual payment behavior to give you a more realistic estimate of the money that will actually come in over the next 90 days.