Get invoices for your purchases
You can get a CFDI (Mexico's electronic invoice) for every purchase you make in Fiscalapi, such as subscriptions, stamp packages (stamp: one credit, used each time you stamp a CFDI), and CFDI validation credits. You generate the CFDI 4.0 invoice from the dashboard, without asking support for it.
Invoices for your purchases are issued the same way in the test and production environments, but invoices for purchases made in test aren't valid for tax purposes. See environments.
Before you invoice: check your tax details
Before you issue the invoice, enter these details in your Perfil (Profile):
- legal name, as registered with the SAT (Mexico's tax authority, Servicio de Administración Tributaria)
- RFC (Mexico's taxpayer ID, Registro Federal de Contribuyentes)
- the postal code of your tax address (the address registered with the SAT; a CFDI 4.0 carries only its postal code)
- tax regime (régimen fiscal, the SAT category a taxpayer is registered under, such as
601or626) - CFDI use (how the recipient will use the CFDI for tax purposes)
Your legal name, RFC, postal code, and tax regime must match your current Constancia de Situación Fiscal (the SAT tax status certificate) exactly. If any of them doesn't match, the SAT rejects the stamping (the certification by a SAT-authorized provider that makes a CFDI valid).
Update your details from the Constancia de Situación Fiscal
You can update your tax details automatically from your Constancia de Situación Fiscal:
- In your Fiscalapi Perfil (Profile), click Subir Constancia SAT (Upload SAT Constancia) and select the PDF of your current Constancia de Situación Fiscal.
"Perfil" (Profile): click "Subir Constancia SAT" (Upload SAT Constancia) to update your tax details
- In the Actualizar datos fiscales (Update tax details) window, confirm the legal name, RFC, postal code, and tax regime read from the Constancia, select your Uso CFDI (CFDI use), and click Actualizar perfil (Update profile).
Confirm your tax details, select "Uso CFDI" (CFDI use), and click "Actualizar perfil" (Update profile)
Generate the invoice
- Sign in to Fiscalapi and go to Operaciones > Compras (Operations > Purchases). The Mis compras (My purchases) table shows all your charges.
- Find the purchase you want to invoice and click the invoice icon in its row's actions. You can invoice a purchase only when its status is Pagada (Paid) and its tax status is No Facturada (Not invoiced).
"Operaciones > Compras" (Operations > Purchases): click the invoice icon for the purchase
Download the XML and PDF
Once the invoice is generated, download the XML and PDF from Operaciones > Facturas (Operations > Invoices).