CFDI Automation
From Sales → CFDI → Automation you can monitor the performance of automatic fiscal document issuance. The dashboard presents key metrics on invoicing volume, success rates, and errors that require attention.
Regional availability
CFDI automation is exclusively available for operations in Mexico.
Period filters
The dashboard allows filtering by different time ranges:
| Period | Description |
|---|---|
| This month | Current month data |
| Last month | Previous full calendar month |
| Quarter | Last 3 months |
| Year | Current fiscal year |
| Custom | Free date range |
Tip
Use the quarter filter to identify seasonal trends in your invoicing volume and anticipate high-demand periods.
Metric cards (KPIs)
The main panel displays cards with key indicators:
| Metric | Description |
|---|---|
| Documents issued | Total successfully stamped CFDIs in the period |
| Success rate | Percentage of successful issuances vs. total attempts |
| Pending errors | Documents that failed and require manual intervention |
| Invoiced amount | Total sum of issued documents |
| Average time | Mean time from request to successful stamp |
Success rate
Automation displays the stamping process performance:
- Green (95-100%) — Optimal performance
- Yellow (80-94%) — Attention recommended, review recurring errors
- Red (< 80%) — Intervention needed, possible configuration issues
Low success rate
If the success rate drops below 80%, review your product fiscal configuration and customer data. The most common errors are invalid RFC and incorrect fiscal regime.
Error tracking
The errors section lists documents that could not be stamped:
| Field | Information |
|---|---|
| Date | When the stamp was attempted |
| Order | Associated order number |
| Customer | Document recipient |
| Error | SAT error code and description |
| Actions | Retry, edit data, or cancel |
Common errors
| Code | Cause | Solution |
|---|---|---|
| 301 | RFC not registered with SAT | Verify RFC with customer |
| 302 | Fiscal regime mismatch | Update recipient regime |
| 402 | Invalid SAT product code | Fix code in catalog |
| 601 | Incompatible CFDI usage | Change document usage |
Volume monitoring
The volume chart shows invoicing distribution over time, allowing you to identify:
- Issuance peaks (month-end closings, promotional events)
- Days with highest stamping load
- Seasonal invoicing patterns
Automation configuration
For automatic issuance to work correctly, verify:
- Valid digital seal certificate (CSD)
- Complete issuer fiscal data
- Products with assigned SAT codes
- Customers with RFC and fiscal regime configured
Tip
Set up email alerts to receive notifications when the success rate drops below a defined threshold or when unresolved errors accumulate.
Required permissions
| Permission | Allows |
|---|---|
invoicing:read | View automation dashboard |
invoicing:manage | Retry failed stamps and configure alerts |
Related articles
- CFDI Management — General document administration.
- CFDI Creation Wizard — Manual invoice issuance.
- CFDI & Sales Linking — Link invoices with orders.