The issuance of an Internet Digital Tax Receipt (CFDI) version 4.0 is fully integrated into your sales flow.

From Quote to Invoice in One Click

The ideal and recommended flow in Cord is:

1. The client accepts your quote online.
2. Automatically, that won quote will display a giant green button: Issue Invoice.
3. Upon clicking, all line items, prices, discounts, and taxes are directly copied to the invoice draft.
4. Select the CFDI Usage (e.g., General expenses) and the Payment Method (PUE or PPD).
5. Click “Stamp Invoice”. In 2 seconds, the XML and PDF will be available and sent to the client.

Direct Billing (Without a Quote)

If you just want to bill something quickly without sending a commercial proposal first:

1. Go to Accounting > Invoices.
2. Click on New Invoice.
3. Select the client, manually add the line items, and stamp. The legal and operational result is exactly the same.