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Electronic Invoicing Mexico
Electronic invoices are mandatory in Mexico, which has adopted a clearance model.
The digital tax invoice scheme, Comprobante Fiscal Digital (CFD), should use the internet digital tax invoice scheme (CFDI) to issue electronic invoices in a specific XML format (CFDI XML). This process is regulated by Mexico's Tax Administration Service SAT (Servicio de Administración Tributaria).
The Mexican Government set that the use of CDFI (Digital Tax Receipts over the Internet), in its new version (4.0) is mandatory from 1st April 2023.
All electronic invoices must be digitally signed using SAT assigned certificates, and be processed via private operators, Proveedor Autorizado de Certificación (PAC), that have been certified by the SAT. Invoice delivery is via email (CFDI XML + PDF) or CDFI XML only, and issuers must digitally sign all invoices. A unique system encrypts the “original string” data and is made up of a series of characters extracted from defined fields.
An additional electronic signature called a “Stamp” must be generated by the PAC after the invoice content and structure has been validated.
Want to learn more about e-Invoicing compliance?
Download our Global e-invoicing and Tax Compliance fact sheet here for more information.
Electronic Invoicing Mexico
Electronic invoices are mandatory in Mexico, which has adopted a clearance model.
The digital tax invoice scheme, Comprobante Fiscal Digital (CFD), should use the internet digital tax invoice scheme (CFDI) to issue electronic invoices in a specific XML format (CFDI XML). This process is regulated by Mexico's Tax Administration Service SAT (Servicio de Administración Tributaria).
The Mexican Government set that the use of CDFI (Digital Tax Receipts over the Internet), in its new version (4.0) is mandatory from 1st April 2023.
All electronic invoices must be digitally signed using SAT assigned certificates, and be processed via private operators, Proveedor Autorizado de Certificación (PAC), that have been certified by the SAT. Invoice delivery is via email (CFDI XML + PDF) or CDFI XML only, and issuers must digitally sign all invoices. A unique system encrypts the “original string” data and is made up of a series of characters extracted from defined fields.
An additional electronic signature called a “Stamp” must be generated by the PAC after the invoice content and structure has been validated.
Want to learn more about e-Invoicing compliance?
Download our Global e-invoicing and Tax Compliance fact sheet here for more information.
Archiving
It is mandatory for both the issuer and the recipient to preserve original electronic documents for a minimum of 5 years.
There is a supplementary archiving directive called NOM151, which allows those who comply to attribute greater legal guarantees to the archived e-document and use it as evidence before third parties.
Want to know more about Basware’s archiving services?
Download our Basware Vault fact sheet here to learn more about our flexible and scalable solution.
Archiving
It is mandatory for both the issuer and the recipient to preserve original electronic documents for a minimum of 5 years.
There is a supplementary archiving directive called NOM151, which allows those who comply to attribute greater legal guarantees to the archived e-document and use it as evidence before third parties.
Want to know more about Basware’s archiving services?
Download our Basware Vault fact sheet here to learn more about our flexible and scalable solution.
Basware Services
The Mexico E-Invoice Receiving Service allows Basware customers to receive, validate, archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the customer ERP/P2P.
The Mexico E-Invoice Sending service allows Basware customers to issue (in TEAPPS or customer specific format), deliver to Gosocket, create the official invoice and archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the final receiver (via email).
Lofacturo is the Gosocket entity that is the certified provider (PAC) and the official name of this company within SAT registers is Grupo Yacord Servicios Contables, S.A. de C.V.
Gosocket is a certified and accredited local company as subcontractor for complying with the Mexican authorities’ legal and technical requirements.
Want to find out how we can help in your specific case?
Speak to a member of our team to learn more.
Basware Services
The Mexico E-Invoice Receiving Service allows Basware customers to receive, validate, archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the customer ERP/P2P.
The Mexico E-Invoice Sending service allows Basware customers to issue (in TEAPPS or customer specific format), deliver to Gosocket, create the official invoice and archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the final receiver (via email).
Lofacturo is the Gosocket entity that is the certified provider (PAC) and the official name of this company within SAT registers is Grupo Yacord Servicios Contables, S.A. de C.V.
Gosocket is a certified and accredited local company as subcontractor for complying with the Mexican authorities’ legal and technical requirements.
Want to find out how we can help in your specific case?
Speak to a member of our team to learn more.
Interoperability
Basware currently has no connections to any interoperability partners in Mexico.
Interoperability
Basware currently has no connections to any interoperability partners in Mexico.
Our advice
Many Latin American countries have adopted an invoice clearance model, and so has Mexico.
If the revenue of your company is above the threshold defined by SAT, you must issue electronic invoices.
For buyers with a significant volume, Basware can provide a solid solution to automate the invoice receiving process by connecting to the government SAT environment through our partner and certified provider, GoSocket. We advise automating the invoice receiving process by connecting to the governmental platform through the Basware Network.
Want to understand how we can help in your case?
Get in touch with our experts.
Our advice
Many Latin American countries have adopted an invoice clearance model, and so has Mexico.
If the revenue of your company is above the threshold defined by SAT, you must issue electronic invoices.
For buyers with a significant volume, Basware can provide a solid solution to automate the invoice receiving process by connecting to the government SAT environment through our partner and certified provider, GoSocket. We advise automating the invoice receiving process by connecting to the governmental platform through the Basware Network.
Want to understand how we can help in your case?
Get in touch with our experts.
Electronic Invoicing Mexico
Electronic invoices are mandatory in Mexico, which has adopted a clearance model.
The digital tax invoice scheme, Comprobante Fiscal Digital (CFD), should use the internet digital tax invoice scheme (CFDI) to issue electronic invoices in a specific XML format (CFDI XML). This process is regulated by Mexico's Tax Administration Service SAT (Servicio de Administración Tributaria).
The Mexican Government set that the use of CDFI (Digital Tax Receipts over the Internet), in its new version (4.0) is mandatory from 1st April 2023.
All electronic invoices must be digitally signed using SAT assigned certificates, and be processed via private operators, Proveedor Autorizado de Certificación (PAC), that have been certified by the SAT. Invoice delivery is via email (CFDI XML + PDF) or CDFI XML only, and issuers must digitally sign all invoices. A unique system encrypts the “original string” data and is made up of a series of characters extracted from defined fields.
An additional electronic signature called a “Stamp” must be generated by the PAC after the invoice content and structure has been validated.
Want to learn more about e-Invoicing compliance?
Download our Global e-invoicing and Tax Compliance fact sheet here for more information.
Archiving
It is mandatory for both the issuer and the recipient to preserve original electronic documents for a minimum of 5 years.
There is a supplementary archiving directive called NOM151, which allows those who comply to attribute greater legal guarantees to the archived e-document and use it as evidence before third parties.
Want to know more about Basware’s archiving services?
Download our Basware Vault fact sheet here to learn more about our flexible and scalable solution.
Basware Services
The Mexico E-Invoice Receiving Service allows Basware customers to receive, validate, archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the customer ERP/P2P.
The Mexico E-Invoice Sending service allows Basware customers to issue (in TEAPPS or customer specific format), deliver to Gosocket, create the official invoice and archive (in original CFDI XML format) and deliver (in TEAPPS or customer specific format) the invoice to the final receiver (via email).
Lofacturo is the Gosocket entity that is the certified provider (PAC) and the official name of this company within SAT registers is Grupo Yacord Servicios Contables, S.A. de C.V.
Gosocket is a certified and accredited local company as subcontractor for complying with the Mexican authorities’ legal and technical requirements.
Want to find out how we can help in your specific case?
Speak to a member of our team to learn more.
Interoperability
Basware currently has no connections to any interoperability partners in Mexico.
Our advice
Many Latin American countries have adopted an invoice clearance model, and so has Mexico.
If the revenue of your company is above the threshold defined by SAT, you must issue electronic invoices.
For buyers with a significant volume, Basware can provide a solid solution to automate the invoice receiving process by connecting to the government SAT environment through our partner and certified provider, GoSocket. We advise automating the invoice receiving process by connecting to the governmental platform through the Basware Network.
Want to understand how we can help in your case?
Get in touch with our experts.
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