Do I need a PAC to issue invoices in Mexico?

Yes. All legally valid invoices in Mexico must be CFDI issued through a SAT-authorized PAC. The PAC validates your invoice, applies the digital seal, and obtains the UUID from SAT.

What happens if buyer data doesn't match SAT records?

The CFDI will be rejected. Since CFDI 4.0, the buyer's name, RFC, tax regime, and fiscal postal code must match exactly. Always verify buyer data before issuing.

What is a complemento de pago?

A complemento de pago (payment receipt CFDI) records when and how a CFDI was paid. It is required when payment occurs after the invoice date, typically for credit sales.

When is carta porte required alongside my invoice?

When you move merchandise that falls under transport rules, a carta porte complement may be required on a CFDI or linked timing per SAT guidance—scope depends on vehicle, route, and goods. Invoices alone do not replace transport compliance. Coordinate with logistics and your contador to stamp the right complement and receiver data. Missing carta porte when mandatory can trigger fines and block deductions for affected movements.

Why did SAT reject my CFDI 4.0 receptor data?

CFDI 4.0 validates receptor nombre, RFC, régimen fiscal, and código postal fiscal against SAT records. Any mismatch—accent differences, outdated postal codes, wrong régimen—fails timbrado. Pull a current Constancia de Situación Fiscal from the buyer and copy fields exactly. For large clients, maintain a master data table approved by their finance team to avoid repeat errors.

Can I use a factura global for B2B services?

Factura global is designed for specific B2C retail scenarios within defined periods, not as a shortcut for named corporate clients. B2B should generally receive a CFDI with their RFC and correct uso CFDI. Misusing global invoices risks denied deductions for your customers and SAT scrutiny. If you are uncertain about a transaction type, confirm with a fiscal adviser before stamping.

How do I invoice in USD but stay CFDI-compliant?

CFDI allows foreign currency with tipo de cambio per SAT rules; amounts in XML must follow the declared rate and conversion method your PAC implements. Show both currencies on client PDFs for clarity. Align AR records to the stamped MXN equivalent to prevent month-end FX drift. Update rates per declaration periods as required for DIOT or corporate policies.

What is the process to cancel a stamped CFDI?

Request cancelación through your PAC with a valid motive code; the receptor may need to accept on SAT when rules require. Keep acuse de cancelación with the UUID history. Never delete XML—retain canceled tickets for audit trails. If you replace an invoice, issue a new CFDI rather than editing stamped files, and link credit notes or replacements per contador guidance.

Invoicing Software for Mexico

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Legally valid Mexican invoices are CFDI (Comprobante Fiscal Digital por Internet) timbrados by a SAT-authorized PAC (Proveedor Autorizado de Certificación). A standalone PDF without UUID and XML has no fiscal value for IVA deduction or expense proof. Your stack must stamp through a PAC, carry the emisor and receptor RFC, apply IVA at 16% (or exempt/zero/IEPS cases correctly), calculate retenciones de ISR and IVA when professional services warrant them, and archive XML plus representación impresa together.

CFDI 4.0 tightened receptor data: nombre o razón social, RFC, régimen fiscal, and código postal fiscal must match Constancia de Situación Fiscal exactly—typos cause rejections and payment holds. Use CLABE and SPEI references on supplementary client-facing PDFs to accelerate tesorería matching, and issue complemento de pago when cobranza spans multiple partial settlements or crosses periods.

Global invoices (factura global) follow strict periodic rules for retail B2C; B2B should normally be named CFDI per counterparty. Foreign-currency deals need tipo de cambio sourced per SAT rules and consistent MXN conversion on stamped amounts. Cancelaciones require acuse and motive codes—track UUID lifecycle beside any informal project bill your team sends for clarity.

Many firms pair PAC platforms with polished PDFs for clients; ensure descriptions, payment terms, and proyecto references mirror the stamped CFDI to avoid reconciliations between AR and contabilidad. Retain XML/PDF at least five years from the related return and keep carta porte complementos when goods move under applicable rules.

Monthly and periodic IVA reporting depend on clean UUID lists—tag invoices by customer segment, currency, and withholding flags before cierre de mes. When vendors lack proper CFDI for deductible expenses, contabilidad may disallow IVA credit; mirror SAT-required concepts on every client-facing PDF even if the legal payload lives in XML.

Compliance & invoicing expectations in Mexico

Local rules change over time; use these themes as a checklist and confirm details with a qualified adviser for your situation.

Tax Compliance

Issue CFDI through a SAT-authorized PAC with correct IVA (16%), zero-rate, exempt, and IEPS classifications. Handle ISR and IVA retenciones on applicable transactions. Validate recipient RFC data for CFDI 4.0.

Currency & Payments

Invoice in MXN with CLABE/SPEI details for electronic transfers. Support tipo de cambio (exchange rate) when issuing in foreign currency. Manage complementos de pago for payment tracking.

E-Invoicing Rules

CFDI is mandatory for all fiscal invoices. SAT validates and assigns a UUID in real time. Both XML and PDF must be generated and delivered. Cancellations require SAT authorization.

Record Keeping

Retain CFDI XML and PDF for at least five years from the related tax return filing. SAT may request records during audits or monthly declaration reviews.

Practical invoicing tools for businesses billing from or into Mexico.

How Billed supports Mexico invoicing

SAT-compliant CFDI generation

Connect to a PAC to issue CFDI with digital fiscal seal, UUID assignment, and real-time SAT validation. Both XML and PDF (representación impresa) are generated simultaneously.

How to choose invoicing software for Mexico

Use this checklist when evaluating any invoicing tool for Mexico-based businesses.

Local tax support

Can it handle Mexico-specific tax rules (rates, exemptions, filing formats)?

Currency & language

Does it support the local currency and languages used in Mexico?

Compliance ready

Does it generate invoices that meet local legal requirements for tax credits and audits?

Payment integrations

Does it connect with payment methods popular in Mexico?

Scalability

Can it grow with your business — recurring billing, multi-client, team access?

Affordability

Does it offer a free tier or trial so you can evaluate before committing?

Feature	Billed	Generic tools
Mexico tax lines	Configurable	Varies
Local currency	Yes	Usually
Free plan	Yes	Sometimes
Recurring invoices	Included	Paid plans
Payment tracking	Built-in	Limited

Related Resources

Frequently Asked Questions

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