CFDI & Sales Linking

From Sales → CFDI → Sales you can manage the relationship between your orders and their fiscal documents. This view lets you quickly identify which orders are invoiced, which are pending, and perform bulk invoicing actions.

Regional availability

CFDI-sales linking is exclusively available for operations in Mexico.

CFDI and sales linking — Orders view with invoicing status and issuance actions

Invoice status groups

Orders are organized in tabs by their invoicing status:

Tab	Description	Counter
All	All orders regardless of fiscal status	Total orders
Invoiced	Orders with issued and stamped CFDI	Invoiced count
Pending	Orders without fiscal documents that need invoicing	Pending count
Global invoice	Orders included in a global invoice (general public)	Global count
Cancelled	Orders whose CFDI was cancelled with SAT	Cancelled count

Tip

The counter on each tab gives you an at-a-glance view of how many orders need fiscal attention. Prioritize the Pending tab to keep your invoicing up to date.

Search and filters

Locate orders quickly using:

Search by order number — Find a specific order by its identifier
Channel filter — Filter orders from a specific sales channel (Shopify, Amazon, etc.)
Date filter — Narrow the order date range
Customer filter — Search orders for a particular customer

Invoice information per order

Each order displays:

Field	Detail
Order number	Order identifier
Date	Order creation date
Customer	Buyer name
Total	Order total amount
Fiscal status	Badge indicating invoiced, pending, or cancelled
CFDI folio	Document UUID (if exists)

Invoicing actions

Invoice individual order

From a pending order's action menu, select Invoice to launch the CFDI creation wizard with pre-filled order data.

Bulk invoicing

Select multiple pending orders with checkboxes and use the Invoice selected button to issue documents in batch.

Include in global invoice

For general public sales, select orders and choose Add to global invoice. They will be grouped into a single CFDI with a generic RFC.

View document

For already-invoiced orders, click the CFDI folio to view document details, download as PDF or XML.

Bulk invoicing

When invoicing in batch, all selected orders must have complete customer fiscal data (RFC, fiscal regime, CFDI usage). Orders with incomplete data will be skipped with a notification.

Global invoice

The global invoice groups multiple general-public sales into a single document:

Generic RFC: XAXX010101000
Regime: No fiscal obligations
Periodicity: Daily, weekly, or monthly per configuration
Includes detail of all grouped operations

Tip

Configure the global invoice periodicity in Settings → Invoicing so it generates automatically at the end of each period.

Required permissions

Permission	Allows
`invoicing:read`	View invoicing statuses
`invoicing:create`	Invoice orders
`invoicing:manage`	Bulk invoicing and global invoice

CFDI Creation Wizard — Manual issuance wizard.
CFDI Automation — Automatic issuance and monitoring.
CFDI Management — General document administration.