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.

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

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

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

Required permissions

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

Related articles

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