CFDI Management
The Sales → CFDI → Comprobantes section provides a centralized view for managing all your digital fiscal documents, beyond per-order invoicing.
Country availability
CFDI management is available exclusively for accounts with country set to Mexico. If your account is in another country, this section will not be visible.
Document types
Fenicia supports the main CFDI types defined by the SAT (Mexico's tax authority):
| Type | Description | Common use |
|---|---|---|
| Invoice (Ingreso) | Income document for the sale of goods or services | Sale to a specific customer |
| Global invoice | Invoice covering multiple transactions with the general public | Sales without an invoice request |
| Credit note (Egreso) | Document that reduces the amount of a previous invoice | Returns, post-sale discounts |
| Other | Complementary documents (transfer, payment, etc.) | PPD payment complements |
Creating a document
Select the document type
Click New CFDI and choose between invoice, global invoice, credit note, or another type.
Enter receiver details
Enter or select the receiver's fiscal data:
- RFC — Validated for format and structure based on person type.
- Person type — Individual (persona fisica) or corporation (persona moral).
- Fiscal regime — Select from the SAT catalog based on person type.
- CFDI usage — Indicates how the receiver will use the document (G01 Merchandise acquisition, G03 General expenses, etc.).
- Fiscal zip code — Receiver's fiscal address.
Configure payment form and method
- Payment form — Cash (01), wire transfer (03), credit card (04), debit card (28), to be defined (99), among others from the SAT catalog.
- Payment method — PUE (single payment) or PPD (deferred or installment payments).
Add line items
For each line in the document, specify:
- SAT product code — Key from the product and services catalog (e.g., 43211500 for software).
- SAT unit code — Unit of measure (E48 service, H87 piece, ACT activity).
- Description, quantity, and unit price.
Review taxes
The system automatically calculates transferred taxes and withholdings:
- VAT (IVA) — 16%, 8%, 0%, or exempt.
- IEPS — Variable rate depending on product type.
- ISR withholding — Applies to professional services and leasing.
- IVA withholding — Applies to certain services between corporations and individuals.
Stamp the document
Click Generate CFDI. The document is sent to the PAC (authorized certification provider) for stamping and receives a fiscal folio (UUID).
Data is immutable after stamping
Once stamped, a CFDI cannot be modified. If there is an error, you must cancel the document and generate a new one.
Withholdings
The CFDI → Withholdings section lets you generate withholding documents for specific tax obligations:
| Withholding type | Applies to |
|---|---|
| ISR for professional services | Payments to freelancers and consultants (individuals) |
| ISR for leasing | Rent payments to individuals |
| IVA withheld | Services where a corporation withholds VAT from the provider |
| IEPS withheld | Special tax withholding on specific products |
| Dividends | Profit distribution to partners or shareholders |
Tip
Withholding documents are mandatory when your company (corporation) pays for services provided by individuals. Consult your accountant to confirm which withholdings apply to your operations.
Automation dashboard
The automation dashboard displays key metrics for your fiscal operations:
- Documents issued in the selected period.
- Total invoiced amount with tax breakdown.
- Pending documents that require action.
- Cancellation rate to monitor issuance quality.
Sales view
The CFDI → Sales section links your orders with their fiscal documents, allowing you to:
- Identify invoiced orders and those pending invoicing.
- Access the CFDI directly from the order.
- Filter by period, sales channel, and fiscal status.
RFC validation
Fenicia validates the receiver's RFC in real time:
- Format — Verifies the structure (13 characters for individuals, 12 for corporations).
- Person type — Automatically adjusts available fiscal regimes.
- Generic RFC — Allows XAXX010101000 for general public sales.
Related articles
- Quotations — Create sales proposals before invoicing.
- Sales Reports — Review fiscal metrics such as VAT collected, withholdings, and deductible expenses.
- CFDI Invoicing per order — Generate invoices directly from an order's detail page.