E-Invoicing

The problem: e-invoicing in Mexico is mandatory and complex

In Mexico, invoices are issued as CFDI 4.0. That means including the recipient's full tax details, calculating taxes correctly and stamping through an authorized PAC. Mistakes can lead to problems with the SAT.

Many businesses use separate invoicing software, which forces them to enter the same information twice and match payments to invoices by hand.

CFDI 4.0 built into Recaudo

In Recaudo you issue the CFDI 4.0 from the same place you collect payments. The system calculates the IVA for each line item and stamps it through a SAT-authorized PAC. You get the sealed XML and the PDF, ready to send to your customer or keep for your accounting.

Key capabilities

• Complete CFDI 4.0: with the recipient tax details the SAT requires.
• IVA calculation: per line item, at the applicable rate. Recaudo does not calculate ISR or withholdings.
• Payment complement: record the payment of a credit invoice and stamp it with one click. It works for invoices in Mexican pesos with 16% IVA.
• Cancellation and replacement: cancel with the SAT reason and indicate the invoice that replaces it.
• SAT catalogs: look up product and service codes, units and tax regimes.
• Email delivery: send the XML and the PDF to your customer.

Use cases

• Businesses in Mexico: issue electronic invoices without leaving your payment platform.
• Independent professionals: invoice your services in the same place you get paid.
• Credit sales: stamp the payment complement when you record the payment.

Integration with Recaudo

• Issue the CFDI from your Recaudo invoices.
• AI agents can ask the customer for their tax details and issue their CFDI right in the conversation.
• Issue CFDI from your own system with the REST API.

Outside Mexico

Recaudo also issues each country's electronic invoice through an authorized provider: OpenFactura with the SII in Chile, Nubefact with SUNAT in Peru, ARCA in Argentina, Factus with the DIAN in Colombia, the SRI in Ecuador, VERI*FACTU with the AEAT in Spain, Biller with the DGI in Uruguay and NFS-e with the municipal governments (prefeituras) in Brazil. You load your tax details once and issue the invoice from the payment. Since each country requires its own registration with the provider, we activate it with you when we set up your account.

Invoice with the SAT from Recaudo

Create your free account and set up your digital seal certificate to start e-invoicing.

Read more on our blog about CFDI 4.0 or explore Recaudo's solutions for professional services in Mexico.