Skip to main content

​
Introduction

The CFDI (Comprobante Fiscal Digital por Internet) is the standardized electronic invoicing format in Mexico, managed by the country’s tax authority, the SAT (Servicio de Administración Tributaria). This system ensures that all fiscal documents are digitally generated, validated, and reported to SAT in compliance with national tax laws. In this guide we’ll walk you through the steps required to first register a supplier and then issue invoices in their name.

​
Prerequisites

To issue invoices in Mexico via the SAT, you will need:
  • Supplier Information:
    • Name
    • Taxpayer ID (RFC - Registro Federal de Contribuyentes)
    • Address
    • Fiscal regime code (as defined by SAT)
  • Customer Information (same as supplier, plus):
    • CFDI use code (Código de uso CFDI)
  • Line items:
    • Quantity, unit price, and applicable tax rates
    • SAT product/service code (Clave Producto-Servicio)
  • Additional requirements
    • Selected invoice series
    • Place of issue code (Lugar de expedición)
  • Two certificates required by the SAT:
    1. e.firma (FIEL): Confirms your identity before SAT. Required to obtain the CSD below and to authorize the PAC to issue on your behalf as explained in step 3 of the Register a Supplier section below.
    2. CSD (Certificado de Sello Digital): Required to sign electronic invoices and prove they were issued by you.

​
Setup

Configure your Invopop workspace for CFDI invoicing by following these steps in the Invopop Console:
These instructions apply to both the sandbox and live environments, with a few exceptions related to supplier data and registration details when real information is not available.
1

Set up the Supplier Post-Registration Workflow

2

Set up the Supplier Registration Workflow

3

Connect the SAT Mexico App

In the left sidebar, under the Configuration section, click Apps. This will display all available apps.Search for SAT Mexico and click Connect. The app will move to the “Enabled Apps” section.Next, click Configure. This will open a dialog on the right with two fields:
  • Environment: Sandbox / Live
  • Post-registration workflow: SAT supplier post-registration
4

Set up the SAT Issue Invoice Workflow

​
Running

Learn how to register a business entity (supplier) and issue CFDI invoices:

​
Register a Supplier

Registering a business entity requires uploading the CSD to our local provider, SW Sapiens, via a form (see Step 2: Complete Supplier Registration). This upload goes to either the sandbox or live environment, depending on your SAT Mexico App configuration. Each CSD is tied to an RFC. When you submit an e-invoice, including the supplier’s RFC, SW Sapiens checks for a valid CSD linked to it, as SAT requires a valid certificate to issue invoices.
To speed things up, we’ve pre-registered all the test CSDs listed on the SW Sapien test page in the sandbox.If you’re working in sandbox, you can either:
  • Skip this section and go straight to Send an Invoice using a test RFC, or
  • Register your own certificate by following the steps below.
1

Run the Supplier Registration Workflow

In the left sidebar, go to the Contacts section and click Suppliers.Then click +New Supplier and enter the supplier’s data manually using the console, or switch to developer mode (</> icon) to paste the data directly.Here is an example supplier for reference:
SAT Mexico supplier example
{
  "$schema": "https://gobl.org/draft-0/org/party",
  "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
  "name": "ESCUELA KEMPER URGATE",
  "tax_id": {
    "country": "MX",
    "code": "EKU9003173C9"
  },
  "ext": {
    "mx-cfdi-fiscal-regime": "601"
  }
}
Click Build, make sure there are no errors, then click Save.Next, click Select Workflow and execute the Supplier Registration Workflow.
2

Complete Supplier Registration

After it completes, open the Details window and click on Meta. You should see a section called Registration Link with a URL:
Supplier Registration Link
You can access the registration link via the API by fetching the silo entry and locating the meta entry where the key isregistration-link.
Visit that URL to access the form for registering the supplier.
Note that this form can be shared directly with the supplier if required.
Issuer Registration Form
Fill out the form with the following information: Issuer RFC, CSD certificate file (.crt), private key (.key), and the private key password.Follow this guide to generate the CSD certificate and key.When you click Save, the form details are securely sent to the PAC (Proveedor Autorizado de Certificación), who will handle invoice signing and submission to the SAT.
You can fill the form via API by sending a PUT request to the registration link. The payload should be a JSON object with the following fields:
  • csd_file (string): The CSD certificate file (.crt).
  • key_file (string): The private key (.key).
  • password (string): The private key password.
The response will be a JSON object with the following fields:
  • rfc (string): The RFC of the supplier.
  • active_cert (boolean): Whether the certificate is active.
3

Authorize PAC to Issue Invoices

Since we are using a local PAC, you must authorize the PAC to sign, stamp, and send CFDIs to the SAT on your behalf.To do this, visit the following page and sign the manifesto using your e.firma (FIEL).
At this point, you’re ready to start sending invoices on behalf of the supplier.

​
Send an Invoice

The following examples are of partial GOBL documents you can copy and paste directly into the Invopop Console or store via the API as silo entries. GOBL Invoices sent to the SAT require the following properties in order to perform the correct normalization and validation steps. Invopop will try to assign these automatically, but we recommend defining them explicitly before upload:
This main type of invoice is a standard B2B invoice from a Mexican supplier to another Mexican customer.Notice:
  • we’ve added the mx-cfdi-v4 addon, this ensures the document will be validated using the CFDI v4 rules built into the GOBL library,
  • extensions (ext) fields have been used in multiple locations for fields whose values cannot be determined any other way,
  • VAT will be applied at the standard rate, the percentage will be set automatically, and,
  • there are no totals nor calculations, all of these will be made automatically when uploading.
SAT B2B Invoice
{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$regime": "MX",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "series": "XXMX",
  "tax": {
    "ext": {
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "addresses": [
      {
        "street": "Julia Navarrete No. 1430",
        "locality": "Guadalajara",
        "region": "Jalisco",
        "code": "44100",
        "country": "MX"
      }
    ],
    "emails": [
      {
        "addr": "esckemperugarte@example.com"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "customer": {
    "name": "UNIVERSIDAD ROBOTICA ESPAÑOLA",
    "tax_id": {
      "country": "MX",
      "code": "URE180429TM6"
    },
    "addresses": [
      {
        "locality": "Ciudad de Mexico",
        "region": "Ciudad de Mexico",
        "code": "86991",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "601",
      "mx-cfdi-post-code": "86991",
      "mx-cfdi-use": "G01"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "name": "Standard Plan",
        "price": "1000.00",
        "ext": {
          "mx-cfdi-prod-serv": "81112002"
        }
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ]
}
This is a standard B2C invoice from a Mexican supplier to a Mexican physical person with tax details, but no specific tax declaration requirements. This would be for a larger sale when the “Simplified” and “Global Invoice” do not apply.In addition to the observations for regular B2B invoices, note in the customer:
  • the presence of an RFC in the same format as for companies, and,
  • the mx-cfdi-fiscal-regime and mx-cfdi-use extensions have been set to 616 and S01 respectively reflecting that the customer is not subject to tax.
It is important in Mexico to ensure the correct Fiscal Regime and CFDI Use codes are set correctly as the SAT will check these details and reject documents with unexpected combinations.
SAT B2C Invoice
{
    "$schema": "https://gobl.org/draft-0/bill/invoice",
    "$regime": "MX",
    "$addons": [
        "mx-cfdi-v4"
    ],
    "uuid": "0197a6ba-658f-7000-b2b4-31647f904530",
    "type": "standard",
    "series": "XXMX",
    "issue_date": "2025-06-25",
    "issue_time": "08:30:00",
    "currency": "MXN",
    "tax": {
        "ext": {
            "mx-cfdi-doc-type": "I",
            "mx-cfdi-issue-place": "44100",
            "mx-cfdi-payment-method": "PPD"
        }
    },
    "supplier": {
        "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
        "name": "ESCUELA KEMPER URGATE",
        "tax_id": {
            "country": "MX",
            "code": "EKU9003173C9"
        },
        "addresses": [
            {
                "street": "Julia Navarrete No. 1430",
                "locality": "Guadalajara",
                "region": "Jalisco",
                "code": "44100",
                "country": "MX"
            }
        ],
        "emails": [
            {
                "addr": "esckemperugarte@example.com"
            }
        ],
        "ext": {
            "mx-cfdi-fiscal-regime": "601"
        }
    },
    "customer": {
        "name": "LUIS IAN ÑUZCO",
        "tax_id": {
            "country": "MX",
            "code": "IAÑL750210963"
        },
        "addresses": [
            {
                "locality": "Ciudad de Mexico",
                "region": "Ciudad de Mexico",
                "code": "85256",
                "country": "MX"
            }
        ],
        "ext": {
            "mx-cfdi-fiscal-regime": "616",
            "mx-cfdi-use": "S01"
        }
    },
    "lines": [
        {
            "i": 1,
            "quantity": "1",
            "item": {
                "name": "Standard Plan",
                "price": "500.00",
                "ext": {
                    "mx-cfdi-prod-serv": "81112002"
                }
            },
            "sum": "500.00",
            "taxes": [
                {
                    "cat": "VAT",
                    "rate": "standard",
                    "percent": "16.0%"
                }
            ],
            "total": "500.00"
        }
    ],
    "totals": {
        "sum": "500.00",
        "total": "500.00",
        "taxes": {
            "categories": [
                {
                    "code": "VAT",
                    "rates": [
                        {
                            "key": "standard",
                            "base": "500.00",
                            "percent": "16.0%",
                            "amount": "80.00"
                        }
                    ],
                    "amount": "80.00"
                }
            ],
            "sum": "80.00"
        },
        "tax": "80.00",
        "total_with_tax": "580.00",
        "payable": "580.00"
    }
}
In Mexico, a General Public Invoice (Factura al Público en General) is a type of tax document issued to record sales made to customers who do not request an invoice with a specific Federal Taxpayer Registry (RFC) number. Instead, a generic RFC is used to identify the recipient:
  • XAXX010101000 for domestic transactions
  • XEXX010101000 for foreign transactions
This type of invoice is mandatory for businesses that sell to the general public and do not issue individual invoices for each transaction.To create this type of invoice in Invopop:
  • the customer field is not required
  • the $tags field is used to identify this as a simplified invoice.
SAT Mexico simplified invoice example
{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$regime": "MX",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "$tags": [
    "simplified"
  ],
  "uuid": "3aea7b56-59d8-4beb-90bd-f8f280d852a0",
  "type": "standard",
  "series": "TEST",
  "code": "00001",
  "issue_date": "2023-07-10",
  "issue_time": "12:00:00",
  "currency": "MXN",
  "tax": {
    "ext": {
      "mx-cfdi-doc-type": "I",
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "name": "Cobro por tarjetas",
        "price": "10.00",
        "ext": {
          "mx-cfdi-prod-serv": "84141602"
        }
      },
      "discounts": [
        {
          "percent": "10.0%",
          "amount": "1.00"
        }
      ],
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard",
          "percent": "16.0%"
        }
      ]
    },
    {
      "quantity": "1",
      "item": {
        "name": "Porcentaje sobre GMV",
        "price": "10.00",
        "unit": "service",
        "ext": {
          "mx-cfdi-prod-serv": "80141628"
        }
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard",
          "percent": "16.0%"
        }
      ]
    }
  ],
  "payment": {
    "terms": {
      "notes": "Condiciones de pago"
    }
  }
}
The Global Invoice is used to group a set of invoices into a single CFDI document.Notice:
  • the $tags field has been used to identify this as a global invoice,
  • each line has a ref which is used to identify the invoice that it belongs to,
  • the tax.ext.mx-cfdi-global-month, mx-cfdi-global-period, and mx-cfdi-global-year fields have been used to identify the global invoice period.
SAT Mexico global invoice example
{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "$tags": [
    "global"
  ],
  "uuid": "3aea7b56-59d8-4beb-90bd-f8f280d852a0",
  "series": "GLOBAL",
  "code": "0001",
  "issue_date": "2025-04-01",
  "issue_time": "12:00:00",
  "tax": {
    "ext": {
      "mx-cfdi-global-month": "03",
      "mx-cfdi-global-period": "04",
      "mx-cfdi-global-year": "2025",
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "ref": "SALE1",
        "name": "Sale 1",
        "price": "10.00"
      },
      "discounts": [
        {
          "percent": "10.0%"
        }
      ],
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    },
    {
      "quantity": "1",
      "item": {
        "ref": "SALE2",
        "name": "Sale 2",
        "price": "20.00"
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ],
  "payment": {
    "advances": [
      {
        "key": "cash",
        "description": "Prepaid",
        "percent": "100%"
      }
    ]
  }
}
The Credit Note is used to cancel an invoice.Notice:
  • the $type field has been set to credit-note,
  • the preceding field has been used to identify the invoice that is being cancelled.
SAT Mexico credit note example
{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "uuid": "3aea7b56-59d8-4beb-90bd-f8f280d852a0",
  "issue_date": "2023-05-29",
  "issue_time": "12:00:00",
  "type": "credit-note",
  "series": "CN",
  "code": "0003",
  "currency": "MXN",
  "preceding": [
    {
      "series": "TEST",
      "code": "0001",
      "issue_date": "2023-07-10",
      "issue_time": "12:00:00",
      "stamps": [
        {
          "prv": "sat-uuid",
          "val": "1fac4464-1111-0000-1111-cd37179db12e"
        }
      ]
    }
  ],
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "addresses": [
      {
        "street": "Julia Navarrete No. 1430",
        "locality": "Guadalajara",
        "region": "Jalisco",
        "code": "44100",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "615"
    }
  },
  "customer": {
    "name": "UNIVERSIDAD ROBOTICA ESPAÑOLA",
    "tax_id": {
      "country": "MX",
      "code": "URE180429TM6"
    },
    "addresses": [
      {
        "locality": "Ciudad de Mexico",
        "region": "Ciudad de Mexico",
        "code": "86991",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "624",
      "mx-cfdi-use": "G01"
    }
  },
  "lines": [
    {
      "quantity": "2",
      "item": {
        "name": "Cigarros",
        "ext": {
          "mx-cfdi-prod-serv": "50211502"
        },
        "price": "100.1010",
        "unit": "piece"
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ],
      "total": "200.2020"
    }
  ],
  "payment": {
    "terms": {
      "notes": "Pago a 30 días."
    }
  }
}

​
FAQ

Please contact the Invopop support team if you have any questions that are not listed here.
Invopop uses SW Sapien, an Authorised Certification Provider (PAC), to sign and stamp CFDI documents for the Mexican tax authority.
The library that transforms GOBL into CFDI documents is publicly available as an open-source project and can be found at github.com/invopop/gobl.cfdi.For further details on how GOBL prepares data for conversion, see the Mexico Tax Regime.
⌘I