CLIENTS AND CREDIT

Credit is your advantage. Control it.

In B2B, selling on credit is selling more — if you control it. Cord saves each client's terms (Cash, Net 30, Net 60) and their credit limit, and applies them automatically to each quote.

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Professional plan and above

El Zarco DistributionRaúl Mendoza · DEZ981123QX1

Net 30

$425k / $500k

Constructora GAMALucía Ferreira · CGA050617HJ8

Net 60

$612k / $850k

Grupo FerrexMarco Ruiz · GFE120304TR2

Contado

Sin crédito

terms per client: Cash, Net 30, Net 60 3

of your quotes respect the assigned limit 100%

profile per client with their full history 1

Each client, a profile that says it all.

Company, contact, email, RFC, payment terms, and credit limit — the client profile gathers everything your team needs to quote them right. And since it lives in the system, everyone quotes with the same rules.

Tax data ready for the CFDI
Default terms that apply themselves when quoting
Quote history per client

Requiere aprobación

Distribuidora El ZarcoNet 30

Crédito usado$0k / $500k

CREDIT LIMIT

Say yes with confidence (and no, on time).

Assign a credit limit per client and let the system monitor it. Before sending a quote on credit, you know how much room the client has left — the "we slipped up" ceases to exist.

Credit limit in MXN per client
Exposure visibility before approving credit
Net 30/60 with clear due dates

Pago registrado$45,000.00

Factura F-102$45,000.00

EstadoPendiente

MétodoSPEI

RELATIONSHIP

Good clients show in the data.

Who approves fast, who pays on time, who asks and never closes. With the concentrated history, you decide who gets better prices and who needs an advance — with evidence, not memory.

Quotes, approvals, and payments per client
Better pricing and credit decisions
Commercial memory stops living in just one person

Líneas de crédito

Total riesgo$1.2M

PREGUNTAS FRECUENTES

Most common questions about clients and credit.

How does Cord handle Net 30 and Net 60 credit terms?

In Cord, each client has their default credit terms configured (Cash, Net 30, or Net 60). When creating a quote for that client, the terms are automatically applied without needing to remember or type them every time. The client and seller clearly see the terms on the approval link.

Does Cord allow assigning a credit limit per client?

Yes. Cord allows you to define a credit limit in currency for each client. Before sending a quote on credit, the seller can see how much available credit the client has left versus the total exposed amount. Available on the Professional plan and up.

Does Cord save the quote history per client?

Yes. Each client profile in Cord gathers all sent quotes, approved quotes, payments, and generated CFDIs. The history lets you identify which clients approve quickly, who pays on time, and who requests quotes without closing them, to make better pricing and credit decisions.

MÁS DE CORD

Explore the rest of the product.

Quote editor Drag products from your catalog, negotiate prices line by line, and watch the total recalculate with tax live. Public link Every quote generates an elegant link with your brand. Live tracking No more asking "did you review it yet?". E-invoicing (CFDI) When the deal closes, the invoice comes out on its own: real CFDI 4. AI Collections An artificial intelligence agent follows up on every overdue invoice for you: it emails the client, negotiates an installment plan, and only alerts you when it needs your approval. Multi-currency & FX Your client sees the price in their currency; you invoice in pesos. International Invoicing Sell to clients in the US without losing margin to the exchange rate: quote in USD, shield the rate for 30 days, and invoice in MXN with real CFDI 4. Finance & CFO Cross-reference your pipeline with each client's real payment history. Margin control Define discount thresholds by role. Roles & team Invite your sales reps, admins, and accountants with granular permissions. B2B Negotiation Your clients can review, adjust quantities, or counteroffer on specific products.