CFDI Management

The Sales → CFDI → Comprobantes section provides a centralized view for managing all your digital fiscal documents, beyond per-order invoicing.

CFDI documents list in Fenicia — Centralized view of fiscal documents with type, status, and amount

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.

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.

CFDI Management

The Sales → CFDI → Comprobantes section provides a centralized view for managing all your digital fiscal documents, beyond per-order invoicing.

Centralized view of fiscal documents with type, status, and amount

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.