CFDI Creation Wizard

From Sales → CFDI → Documents → New you can issue digital fiscal documents (CFDI 4.0) in compliance with Mexico's SAT requirements. The creation wizard guides you through each mandatory field.

Regional availability

CFDI issuance is exclusively available for operations in Mexico. It requires prior configuration of the digital seal certificate (CSD) in Settings.

CFDI creation wizard — Fiscal document creation form with recipient data and line items

Recipient data

Person type

Select whether the recipient is an Individual (persona fisica) or a Legal entity (persona moral). This selection filters the available fiscal regimes.

Recipient RFC

Enter the RFC. Fenicia automatically validates the format (13 characters for individuals, 12 for legal entities) and applies uppercase formatting.

Fiscal regime

Choose the recipient's fiscal regime. The catalog is filtered by person type:

Individual: Wages and salaries, Business activities, Professional fees, Leasing, etc.
Legal entity: General corporate, Non-profit, Coordinated groups, etc.

CFDI usage

Select the intended use for the document: General expenses, Merchandise acquisition, Medical fees, etc.

Payment form and method

Field	Options
Payment form	Cash, Electronic transfer, Credit card, Debit card, Check, Electronic wallet, etc.
Payment method	PUE (Single payment) or PPD (Deferred or installment payments)

Tip

Use PUE when payment is received at the time of invoicing. Use PPD for credit sales that will be settled later — you will need to issue a payment complement afterwards.

Line items (concepts)

For each line item in the document:

SAT product/service code

Search the SAT catalog by keyword or code. Fenicia includes the complete catalog with over 50,000 codes organized by category.

Unit code

Select the SAT unit of measure:

H87 — Piece
E48 — Service unit
KGM — Kilogram
LTR — Liter
ACT — Activity

Description and quantity

Enter the item description, quantity, and unit value.

Tax object

Classify the item according to its tax treatment:

02 — Subject to tax — Incurs VAT or other taxes
01 — Not subject to tax — Does not incur any tax
03 — Subject to tax, breakdown not required — Special cases

Transfer taxes

If the item is subject to tax, configure the rate:

VAT 16% — Standard rate
VAT 0% — Zero rate (food, medicine)
IEPS — Variable rate depending on product

Discount (optional)

Apply a per-line discount as a fixed amount. Fenicia automatically recalculates the taxable base and taxes.

Automatic tax calculation

Fenicia calculates in real time:

Taxable base per item (unit value x quantity - discount)
Transfer tax per item
Accumulated tax totals by rate
Document total (subtotal - discounts + taxes)

SAT rounding

Amounts are rounded to 2 decimal places for MXN currency per SAT rules. The system applies banker's rounding automatically.

Managing multiple items

You can add as many line items as needed. Each line is independent and can have its own configuration for:

SAT product code
Unit of measure
Tax rate
Discount

Use the Add item button to add lines or the delete icon to remove an existing one.

Validation and stamping

Before submitting to SAT, Fenicia validates:

RFC with correct format
Fiscal regime compatible with person type
CFDI usage allowed for the regime
At least one item with a valid SAT code
Taxes correctly calculated
Totals balanced

Tip

If validation detects an error, the problematic field will be highlighted in red with a descriptive message. Fix it before attempting the stamp.

Required permissions

Permission	Allows
`invoicing:create`	Create new CFDI documents
`invoicing:read`	View existing documents

CFDI Management — General fiscal document administration.
Tax Withholdings — Create withholding documents.
CFDI & Sales Linking — Link invoices with orders.