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Create, issue, and collect invoices

Cord brings invoice capture, fiscal issuance, delivery, and collection into one workflow.

Where to find invoices

Open My money › Invoices. The inbox shows the invoice number, client, creation date, due date, total, balance, and operational status.

Drafts do not have an official number yet. Cord labels them No number and adds a temporary BOR-... reference so you can recognize them. The sequential number is reserved only when you issue the invoice.

Create an invoice

  1. Select the client. Cord reads the email, payment terms, and tax details from the client record.
  2. Add line items. Use catalog products, kits, a free-form line, or Build with AI. You can set quantity, price, and tax per item.
  3. Review total and due date. Confirm taxes, withholdings, currency, exchange rate when applicable, and the payment due date.
  4. Issue. Choose Issue and send to assign the number and email the invoice in the same flow, or Issue without sending if you want to deliver it later.

Issuing is irreversible: it assigns the official number and locks the fiscal document. To correct an issued invoice, use a void or credit note according to its payment state.

What your client receives

The email includes the PDF and the public invoice link. From that page, the client can review the balance and payment history; if your payments account is enabled, they can also pay by card.

The public page presents your business brand, invoice number, balance, parties, line items, and downloads in one view. If the document was created in test mode or without fiscal issuance, Cord displays a clear warning and disables online payment.

If issuance succeeds but email delivery fails, Cord keeps the issued invoice and marks only delivery as pending. Open the invoice detail and use Send invoice again without generating another number.

Inbox statuses

  • Draft: editable and without an official number.
  • Open: issued with a remaining balance.
  • Overdue: open and past its due date.
  • Paid: fully settled.
  • Issue error: the fiscal provider did not confirm issuance; open the detail and use Retry issuing.
  • Void or Uncollectible: no longer in the normal collection flow.

The primary badge always represents financial status. Cord shows delivery and environment context separately underneath it, for example Sent · Test. This keeps Test from replacing or contradicting states such as Open or Paid.

Actions from the invoice detail

You can resend the email, record manual or partial payments, copy the public link, download PDF and XML when available, void, create a credit note, duplicate as a draft, or start a monthly recurrence.

The progress bar separates five moments: Draft, Issued, Sent, Viewed, and Paid. The action column provides direct access to open or copy the client link, download the PDF, and share through WhatsApp. Exceptional actions, such as voiding or marking an invoice uncollectible, stay under More actions.

After the first delivery, the inbox shows Sent and removes that invoice from bulk selection. Resending remains available in the invoice detail next to the recipient’s email, which helps prevent accidental duplicate delivery.

Test document means there was no valid fiscal issuance. In Mexico, it is not a CFDI before the SAT. Configure fiscal issuance and create a new invoice; Cord preserves the previous document without rewriting its history.

The Activity section records issuance, delivery, views, reminders, payments, and status changes, so you can understand what happened without relying on the seller’s inbox.

Bulk delivery and export

Select issued invoices that have not been sent yet to deliver them in a batch. Drafts, previously sent invoices, and non-deliverable documents keep a visible but disabled checkbox; hovering it explains why the invoice is excluded from that delivery. Export CSV downloads the current view and respects the active status filter and search.

To automate recurring invoices, open View recurring. To configure your country’s fiscal rail — CFDI 4.0 in Mexico, Verifactu in Spain, or a commercial invoice everywhere else —, see Fiscal invoicing by country.