Credit Notes (Expense type CFDI) are the SAT’s fiscal mechanism to apply refunds, bonuses, or correct errors in invoice balances.

Issue a Credit Note in Cord

If you need to cancel an invoice balance without canceling it completely (e.g., you gave a 10% post-sale discount to the customer):

1. Locate the original Income Invoice in Accounting > Invoices.
2. In the options menu (three dots), select Generate Credit Note.
3. A panel will open with the original invoice concepts. Cord will automatically inject the relationship type 01 (Credit note of related documents) and link the parent invoice’s UUID.
4. Adjust the amount to refund/bonus. If it is a full refund of a specific product, leave the price intact. If it is a bonus, adjust the value to the amount to discount.
5. Click on Stamp Expense.

The system will automatically send an email to the customer attaching the XML and PDF of the Credit Note for their fiscal deduction purposes.