ESEN

Add tax information (CSD)

Upload your Digital Seal Certificate to enable automated stamping of CFDI 4.0 invoices.

This article applies to accounts with Country of operation = Mexico. The CSD and CFDI 4.0 are a Mexico-only requirement. If your business operates in another country, your Settings > Invoicing screen doesn’t show the CSD: you capture your local invoicing identity there instead (legal name, your local tax ID — NIF/CIF, EIN/Tax ID, depending on your country — and address), and Cord issues your invoice with a number, an immutable copy, and a PDF. In Spain, a chained Verifactu record is created only when the company’s certificate and Cord’s regulatory rail are active; otherwise the issuance remains commercial_only.

What is a CSD and why do you need it?

The Digital Seal Certificate (CSD) is an electronic document issued by the SAT that allows you to digitally sign (stamp) your electronic invoices. Unlike the FIEL (e.firma), the CSD is used exclusively for issuing tax receipts.

For Cord to convert your approved quotes or orders directly into an official invoice with the SAT without having to re-enter data on another portal, it is mandatory to upload your CSD.

Steps to upload your CSD in Cord

  1. Go to Settings > Billing / SAT in the left navigation panel.
  2. Click the Upload CSD button.
  3. You will be asked for three essential elements:
    • .cer file: The public certificate.
    • .key file: Your private key.
    • Private Key Password: The password you chose when processing your CSD with the SAT (Note: this is usually different from your FIEL password).

Warning: the file and password travel over HTTPS/TLS to the server and fiscal provider. Cord keeps only the secret reference required to operate the integration encrypted at rest; do not describe this as end-to-end encryption. We never use your FIEL: upload only the CSD and never your FIEL (e.firma) for invoicing.

Validations and Common Errors

When uploading your CSD, Cord automatically validates it against the SAT servers:

  • Validity: If your CSD is expired (they last 4 years), the system will ask you to renew it on the SAT website.
  • RFC Match: The CSD must exactly match the RFC configured in the company’s general data.
  • Incorrect password: If the password fails to decrypt the .key file, you will receive an immediate notice.

Once successfully validated, the billing indicator will change to “Ready to Stamp,” and any closed quote will be able to issue its CFDI 4.0 with a single click.