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.
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.
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 |
Automation displays the stamping process performance:
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.
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 |
| 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 |
The volume chart shows invoicing distribution over time, allowing you to identify:
For automatic issuance to work correctly, verify:
Tip
Set up email alerts to receive notifications when the success rate drops below a defined threshold or when unresolved errors accumulate.
| Permission | Allows |
|---|---|
invoicing:read | View automation dashboard |
invoicing:manage | Retry failed stamps and configure alerts |