Invoicing Software for Mexico
What to check before you pick a tool for issuing CFDIs in Mexico, quoted from SAT and the IVA law with their dates, then Billed's features, quoted from Billed's own pages.
Before you compare tools, write down what each CFDI has to carry. SAT's page on the 2022 CFDI changes (Mexico, as retrieved on October 31, 2026) says "A partir del 1 de enero de 2022 entró en vigor la versión 4.0 del CFDI, existiendo un periodo de convivencia con la versión 3.3 al 31 de marzo de 2023 y el 1 de abril de 2023 la única versión válida es la versión 4.0." (our translation: CFDI 4.0 came into force on January 1, 2022; versions 3.3 and 4.0 coexisted through March 31, 2023; since April 1, 2023, only version 4.0 has been valid). It also says "Incluye de manera obligatoria el nombre y código postal del domicilio fiscal del emisor y del receptor." (our translation: it must carry the names of the seller and the buyer and the postal codes of their registered tax addresses). Billed issues SAT-validated Mexican CFDI 4.0 XML. For the rest of SAT's list, read our Mexico invoicing guide.
Next, the tax. Article 1 of the IVA law, the Ley del Impuesto al Valor Agregado (Mexico, Chamber of Deputies text, last reform published November 12, 2021), says "El impuesto se calculará aplicando a los valores que señala esta Ley, la tasa del 16%." (our translation: the tax is worked out by applying a 16% rate to the amounts this law sets out). The same article says "El contribuyente trasladará dicho impuesto, en forma expresa y por separado, a las personas que adquieran los bienes, los usen o gocen temporalmente, o reciban los servicios." (our translation: the taxpayer charges this tax, expressly and separately, to whoever buys the goods, uses them temporarily or receives the services). Article 1 is the only part of the law quoted on this page, and it doesn't say that every sale is taxed at 16%, so check how your own sales are treated with SAT or a Mexican accountant.
Worked example, with sample figures worked out by hand: a freelance translator in Mexico bills a business client for 25 pages at MXN 740.00 a page, so 25 × MXN 740.00 = MXN 18,500.00. If that service falls under Article 1's general rate of 16%, the IVA is MXN 18,500.00 × 16% = MXN 2,960.00, charged on its own line, and the client pays MXN 21,460.00. Use your own figures; these are only an illustration.
Once the invoice is sent, Billed's invoice software page says: "Set a due date on each invoice so your client knows when to pay."
Invoicing rules in Mexico
Local rules change over time; use these themes as a checklist and confirm details with a qualified adviser for your situation.
CFDI version 4.0
SAT's page on the 2022 CFDI changes (Mexico, as retrieved on October 31, 2026) says "A partir del 1 de enero de 2022 entró en vigor la versión 4.0 del CFDI, existiendo un periodo de convivencia con la versión 3.3 al 31 de marzo de 2023 y el 1 de abril de 2023 la única versión válida es la versión 4.0." (our translation: CFDI 4.0 came into force on January 1, 2022; versions 3.3 and 4.0 coexisted through March 31, 2023; since April 1, 2023, only version 4.0 has been valid).
Names and tax addresses of both parties
SAT's page on the 2022 CFDI changes (Mexico, as retrieved on October 31, 2026) says "Incluye de manera obligatoria el nombre y código postal del domicilio fiscal del emisor y del receptor." (our translation: it must carry the names of the seller and the buyer and the postal codes of their registered tax addresses).
Your client's RFC and tax regime
SAT's page on the 2022 CFDI changes (Mexico, as retrieved on October 31, 2026) says "Los datos mínimos, que deberás conocer de tu cliente para emitir su factura son: RFC, nombre o denominación o razón social, régimen fiscal y código postal de su domicilio fiscal." (our translation: you need at least four details from a client to invoice them: RFC, legal or personal name, tax regime, and the postal code registered for tax purposes). It adds "Únicamente se podrá emitir la factura electrónica si el receptor proporciona su régimen fiscal ya que dicha información es obligatoria." (our translation: no e-invoice can be issued unless the buyer gives you their tax regime, since that detail is compulsory).
The general IVA rate
Article 1 of the IVA law, the Ley del Impuesto al Valor Agregado (Mexico, Chamber of Deputies text, last reform published November 12, 2021), says "El impuesto se calculará aplicando a los valores que señala esta Ley, la tasa del 16%." (our translation: the tax is worked out by applying a 16% rate to the amounts this law sets out). On who pays, it says "Están obligadas al pago del impuesto al valor agregado establecido en esta Ley, las personas físicas y las morales que, en territorio nacional, realicen los actos o actividades siguientes:" (our translation: individuals and companies that carry out the following acts or activities within Mexico must pay the IVA this law sets) It then lists "Enajenen bienes", "Presten servicios independientes", "Otorguen el uso o goce temporal de bienes" and "Importen bienes o servicios" (our translation: selling goods, providing independent services, granting the temporary use of goods, and importing goods or services). Article 1 is the only part of the law quoted on this page, and it doesn't say that every sale is taxed at 16%, so check how your own sales are treated with SAT or a Mexican accountant.
IVA charged separately
Article 1 of the IVA law, the Ley del Impuesto al Valor Agregado (Mexico, Chamber of Deputies text, last reform published November 12, 2021), says "El contribuyente trasladará dicho impuesto, en forma expresa y por separado, a las personas que adquieran los bienes, los usen o gocen temporalmente, o reciban los servicios." (our translation: the taxpayer charges this tax, expressly and separately, to whoever buys the goods, uses them temporarily or receives the services). It also says "El impuesto al valor agregado en ningún caso se considerará que forma parte de dichos valores." (our translation: IVA is not, in any case, counted as part of those amounts).
Billed features
CFDI 4.0 XML for Mexico
Billed issues SAT-validated Mexican CFDI 4.0 XML.
Frequently Asked Questions
Invoicing Software in Other Countries
Start Invoicing With Billed
Create invoices, track payments and keep your clients' details in one place with Billed.
At a glance
| What to check | Official text (Mexico) | Date |
|---|---|---|
| CFDI version | "la única versión válida es la versión 4.0" (SAT, from April 1, 2023) | As retrieved on October 31, 2026 |
| Parties on the CFDI | "el nombre y código postal del domicilio fiscal del emisor y del receptor" (SAT) | As retrieved on October 31, 2026 |
| Client's tax regime | "dicha información es obligatoria" (SAT) | As retrieved on October 31, 2026 |
| General IVA rate | "la tasa del 16%" (LIVA, Article 1; not stated there as applying to every sale) | Last reform published November 12, 2021 |
| IVA on the invoice | "en forma expresa y por separado" (LIVA, Article 1) | Last reform published November 12, 2021 |
When this isn't for you
This page is for businesses comparing tools to issue CFDIs in Mexico. It doesn't cover income tax, the IVA withholding that Article 1 refers to, the rest of the IVA law or filing returns, and it isn't tax advice. A Mexican accountant or SAT can help with those topics. If the way you invoice clients today already works for you, there's no need to switch.