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CFDI Invoicing

Electronic invoicing (CFDI 4.0) is mandatory for all businesses operating in Mexico. From Fenicia, you can generate, download, and manage tax receipts directly from the order detail page.

Accessing CFDI invoicing from the order detail

Availability

CFDI invoicing is only available for Mexican accounts that have their Digital Seal Certificates (CSD) configured in Settings → Invoicing.

What is CFDI?

CFDI (Comprobante Fiscal Digital por Internet) is Mexico's standard electronic invoice format required by the Tax Administration Service (SAT). Every CFDI must be:

  • Stamped by an Authorized Certification Provider (PAC)
  • Signed with the issuer's Digital Seal Certificate
  • Structured in XML format per SAT specifications

Accessing the Invoice Feature

1

Open the order detail

Navigate to the order for which you need to generate an invoice.

2

Click Invoice

In the action bar or side panel, select the Invoice or Generate CFDI option.

Customer Fiscal Profile

To generate a valid CFDI, you need the receiver's complete fiscal information:

Required Fields

FieldDescriptionExample
RFCFederal Taxpayer Registry numberXAXX010101000
Legal nameName as shown on their fiscal status certificateMaría López Hernández
Fiscal regimeReceiver's tax regime code612 - Individuals with Business Activities
CFDI usageHow the receiver will use the invoiceG03 - General expenses
Fiscal postal codeReceiver's tax domicile postal code06600

Person Types

Individual vs. corporation

The person type determines available fiscal regimes:

  • Persona física (Individual) — Natural persons. Common regimes: 605 (Salaries), 612 (Business activities), 626 (Simplified trust regime)
  • Persona moral (Corporation) — Legal entities. Common regimes: 601 (General corporate), 603 (Non-profit), 620 (Cooperative societies)

Tip

If the customer doesn't provide fiscal data, you can invoice to the general public using the generic RFC XAXX010101000 with regime 616 - No fiscal obligations.

Payment Form and Method

Payment Form (Forma de Pago)

Indicates how the payment was or will be made. Select from the SAT catalog:

CodePayment form
01Cash
02Certified check
03Electronic transfer
04Credit card
28Debit card
99To be defined

Payment Method (Método de Pago)

Defines whether payment was received in full or will be made in installments:

  • PUE (Pago en Una sola Exhibición) — Payment received in full at the time of invoicing
  • PPD (Pago en Parcialidades o Diferido) — Payment pending or to be made in installments. Requires a subsequent payment complement

Choose correctly

Selecting the wrong method can create discrepancies with the SAT. Use PUE when payment has been collected in full, and PPD when payment is pending or will be in installments.

Tax Breakdown

Fenicia automatically calculates taxes based on your product configuration:

Applicable Taxes

TaxRateApplies to
IVA (VAT)16%Most products and services
IVA 0%0%Basic food, medicine
IEPSVariableSugary beverages, alcohol, tobacco
Exempt—Tax-exempt products

Tip

Configure the correct tax rate on each product in your catalog. This ensures the CFDI is generated with the proper tax breakdown automatically.

SAT Product Codes

Each line item in the CFDI requires a code from the SAT product and services catalog:

  • Product/service code — Identifies the type of good or service (e.g., 43211500 for software)
  • SAT unit of measure — Unit code (e.g., E48 for service, H87 for piece)

Automatic mapping

If you've configured SAT codes in your product catalog, Fenicia assigns them automatically when generating the CFDI. Otherwise, you'll need to select them manually.

Generating the Invoice

1

Complete fiscal data

Enter or confirm the receiver's RFC, legal name, fiscal regime, CFDI usage, and postal code.

2

Select payment form and method

Choose the payment form used and the method (PUE or PPD).

3

Verify line items

Review that products, quantities, unit prices, and SAT codes are correct.

4

Generate and stamp

Click Generate CFDI. Fenicia sends the receipt to the PAC for stamping and obtains the fiscal seal.

Not editable after stamping

Once the CFDI is stamped, it cannot be modified. If you find an error, you'll need to cancel the invoice and generate a new one.

Downloading Receipts

After successful stamping, you can download:

  • PDF — Printed representation of the CFDI with QR code and original chain
  • XML — Official fiscal receipt file (required for tax deductions)

Tip

Both files remain linked to the order. You can download them at any time from the order detail.

Invoice Status

StatusMeaning
PendingCFDI in progress or data incomplete
StampedInvoice generated and valid with the SAT
CancelledInvoice cancelled (may require receiver acceptance)
RejectedStamping error — review the data and try again

Cancelling a CFDI

If you need to cancel an invoice:

  1. Open the CFDI from the order detail
  2. Select the cancellation reason from the SAT catalog
  3. If applicable, enter the replacement invoice folio
  4. The receiver may need to accept the cancellation (for invoices over $1,000 MXN that are older than 24 hours)

Cancellation deadlines

The SAT sets deadlines for invoice cancellation. Check current regulations for the timeframes applicable to your tax regime.

FAQ

Do I need certificates to invoice?

Yes. You must have your Digital Seal Certificates (CSD) configured in Settings → Invoicing before you can generate CFDI.

What is the generic RFC?

It's XAXX010101000, used to invoice sales to the general public when the customer doesn't request a named invoice.

Can I invoice orders from any channel?

Yes. CFDI invoicing is available for orders from all sales channels (Shopify, Amazon, MercadoLibre, online store, POS, etc.).

Which PAC does Fenicia use?

Fenicia connects with authorized certification providers for stamping. PAC configuration is managed in Settings → Invoicing.