## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Electronic Invoicing in Mexico

Mexico’s Tax Administration Service (SAT) requires businesses to issue electronic invoices for their transactions. Zoho Billing partners with an Authorized Certification Provider (PAC) to help you generate CFDIs that comply with SAT requirements and get them stamped before you send them to your customers.

## What is a CFDI?

A CFDI (Comprobante Fiscal Digital por Internet) is a digital tax receipt that complies with SAT invoicing requirements and serves as a legally valid tax document. When you create a transaction in Zoho Billing, the system generates the required XML and PDF files with the mandatory fields specified by the SAT. Once your PAC stamps the CFDI, the SAT assigns it a unique UUID (Folio Fiscal) and a QR code, both of which are added to the transaction before it’s sent to your customer.

**Note:** Zoho Billing supports CFDI 4.0, the version of the CFDI (Comprobante Fiscal Digital por Internet) standard that has been in effect in Mexico since 1 January 2022.

## How E-Invoicing Works in Zoho Billing

Here’s how e-invoicing works in Zoho Billing:

**Stamping Transactions**

*   When you create an invoice, credit note, or record a customer payment, it is saved without a CFDI until you stamp it through your PAC.
*   Your PAC validates the transaction and stamps it. The SAT then assigns it a unique UUID and generates a QR code for the CFDI.
*   You can share the stamped transaction with your customer as a PDF or an XML file.

**Handling Failed Transactions**

*   If a transaction fails to be stamped, it’s status changes to _Failed_ and the reason for the failure is displayed. You can correct the transaction and stamp it again.

**Cancelling Stamped Transactions**

*   You can request the cancellation of a stamped CFDI if it contains incorrect information. Depending on the reason you select, the request may need to be accepted by your customer before it’s completed. Learn more about [cancelling a CFDI](/es-mx#cancel-invoice).

## Set Up E-Invoicing in Zoho Billing

**Prerequisite:** You can set up e-invoicing only if you’ve enabled [taxes](/es-mx/es-mx/billing/help/settings/compliance/taxes.html) in your Zoho Billing organisation.

Setting up e-invoicing in Zoho Billing is a one-time process that also requires you to connect your organisation with a PAC. Here’s how you can set it up:

*   Go to _Settings_.
*   Select **Electronic Invoicing** under _Taxes & Compliance_ in the _Organization Settings_ pane.
*   Slide the toggle next to **Electronic Invoicing in Zoho Billing** to enable electronic invoicing.

E-invoicing is now enabled for your organisation. Next, connect your organisation to your PAC by uploading your Digital Seal Certificate:

*   Read and accept the terms and conditions and mark **Accept & Continue**.
*   Click **Digital Seal Certificate** and a popup appears:
    *   Upload your **CSD Certificate File** and your **Private Key File**.
        
        **Note:** Each file must be less than 5 MB.
        
    *   Enter your **Digital Seal Password**.
        
    *   Mark the checkbox to accept the statement.
        
    *   Click **Save**.
        

Your Zoho Billing organisation is now connected to your PAC.

## Required Fields for CFDI

The SAT requires certain fields to generate a CFDI. You must enter some of these fields manually when you create transactions in Zoho Billing, while others are filled in automatically using your organisation’s details.

Module

Required Fields

**Item Creation**

SAT Item Code, SAT Unit Code

**Customer Creation**

Tax Regime, Legal Business Name

**Invoice Creation**

CFDI Reference Type, CFDI Usage

**Record Payment for Invoices**

Payment Form

**Payment Received**

Payment Form

**Subscriptions**

CFDI Usage, Payment Form

**Credit Notes**

Payment Form, CFDI Reference Type, CFDI Usage

## Stamp Transactions via PAC

After creating an invoice, credit note, or customer payment, stamp the transaction through your PAC to generate a valid CFDI. Once the transaction is stamped, the SAT assigns it a unique UUID.

To stamp a transaction:

*   Go to **Invoices** under _Sales_.
*   Select the transaction you want to stamp.
*   On the transaction’s _Details_ page, click **Stamp Invoice**.
*   In the confirmation popup, click **Yes, Stamp Invoice**.

The transaction is submitted to your PAC for stamping. Once it’s stamped successfully, its status changes from _Yet To Be Validated_ to _Validated_, and the SAT assigns it a unique UUID and generates a QR code for the CFDI.

**Note:** To download a CFDI as a PDF or XML file, go to _Sales_, select a module, and select the stamped transaction. Click the **PDF/Print** dropdown and select the required option. The PDF also includes the SAT Digital Seal, the CFDI Digital Seal, and the Original String at the bottom of the document.

## Statuses of Transactions in E-Invoicing

CFDIs move through different statuses as they’re stamped and processed by the SAT.

Status

Description

**Yet To Be Validated**

The transaction has been created but hasn’t yet been stamped by the PAC. A CFDI hasn’t been generated for the transaction.

**Validated**

The PAC has stamped the transaction correctly and the SAT has assigned it a UUID.

**Failed**

An error occurred while stamping the transaction, so the CFDI wasn’t generated.

**Cancellation Requested**

A request to cancel the stamped transaction has been sent to the SAT and is pending processing.

**Cancelled**

The stamped transaction has been cancelled in both Zoho Billing and the SAT. The UUID associated with the CFDI is no longer valid.

You can filter transactions based on these statuses from the module’s list view.

## Allow Users To Stamp and Cancel Invoices

After connecting your organisation to your PAC, you can decide which users can stamp and cancel CFDIs. For example, if only your sales team should submit transactions to the SAT and cancel them when necessary, you can grant this permission only to those users.

Here’s how:

*   Go to _Settings_.
*   Select **Roles** under _Users & Roles_ in the _Organization Settings_ pane.
*   [Create a new role](/es-mx/billing/help/settings/users.html#custom-roles) or edit an existing one.
*   Mark **Stamp and Cancel Transactions** under _e-Invoicing_ to allow users with this role to stamp and cancel invoices.
*   Click **Save**.

**Note:** The **Stamp and Cancel Transactions** permission is enabled by default for admins of the organization.

## Cancel a CFDI

Cancel a CFDI if it contains incorrect information and you want to mark it as void.

**Prerequisite:** Before you can request the cancellation of a CFDI, remove any payments or other transactions associated with it.

To request the cancellation of a CFDI:

*   Go to **Invoices** under _Sales_.
*   Select the transaction you want to cancel.
*   On the transaction’s _Details_ page, click **Request Cancellation**.
*   In the **Request Cancellation** popup, click the **Reason** dropdown and select an option:
    *   Select **Voucher Issued With Errors In Relation** if the transaction contains incorrect information and needs to be replaced by a new CFDI. Enter the **Reissued UUID** of the new stamped transaction created with the corrected information.
        
        **Note:** Create and stamp the new transaction before requesting the cancellation, then use its UUID as the Reissued UUID.
        
    *   Select **Voucher Issued With Unrelated Errors** if the transaction contains incorrect information and doesn’t need to be related to another CFDI.
        
    *   Select **The Transaction Was Not Carried Out** if the electronic invoice transaction wasn’t carried out.
        
    *   Select **Nominative Transaction Related To The Global Invoice** if a sale was included in a global invoice for transactions with the general public and the customer has since requested a nominative invoice. This requires cancelling the global invoice, reissuing it, and generating the nominative invoice.
        
*   Click **Request Cancellation**.

After you submit the cancellation request, the CFDI status of the transaction changes from _Validated_ to _Cancellation Requested_.

The cancellation process depends on the type determined by the SAT:

*   **Cancellation Without Acceptance:** The SAT processes the cancellation request directly. Once it’s complete, click **Sync SAT Status** on the transaction’s _Details_ page to update the CFDI status in Zoho Billing to _Cancelled_.
*   **Cancellation With Acceptance:** A cancellation request is sent to the recipient of the electronic invoice, who has three days to accept or reject it.
    *   If the recipient accepts the request, the acceptance is recorded in the _Activity_ tab of the transaction’s _Details_ page. You can then click **Sync SAT Status** to update the CFDI status in Zoho Billing to _Cancelled_.
    *   If the recipient rejects the request or doesn’t respond within three days, the CFDI status reverts to _Validated_. You can send another cancellation request if required.

**Warning:** You should cancel each CFDI individually, and once cancelled, you can't reverse the action.

Once the CFDI status changes to _Cancelled_, the transaction in Zoho Billing automatically moves to _Void_ status.