Use cases

Issue CFDI 4.0 invoices from where you get paid

Issue the CFDI 4.0 from the same place where you record the payment, without typing it twice.

For: Businesses in Mexico that invoice every sale

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New e-invoice · CFDI 4.0

Recipient

Comercializadora Del Valle

CDV180523AB1

Regime 601 Use G03

Business consulting services

80101500 · E48 · Service

$4,000.00 MXN

Subtotal: $4,000.00 MXN
VAT 16%: $640.00 MXN
Total: $4,640.00 MXN

Stamping Stamped XML PDF

Fiscal folio (UUID)

6F2A9C1E-4B7D-4E3A-9D21-8C5B0E7A3F14

XML and PDF sent to the customer

How it works

The invoice comes from the same place where you record the payment. This is how invoicing works in Recaudo.

Upload your certificate once.

Enter your tax details and your digital seal certificate (.cer and .key). Once validated, you are ready to invoice.

Tax details

RFC

ESP200814KT3

Tax regime

601 · General corporate regime

Certificate (.cer) CSD_EMPRESA.cer
Private key (.key) CSD_EMPRESA.key

Validating Ready to invoice

Pick the customer and the SAT code.

The customer's tax details are already saved. Search the product or service code by name and choose the VAT for each line.

Line item

Customer

Grupo Ferretero Alfaro

RFC GFA150310QM7 CFDI use · G03 · General expenses

Search SAT code · maintenance

72101500 Building support services
81112200 Software maintenance and support
73152100 Industrial equipment maintenance services

VAT 16% 8% 0% Not subject

Stamp the payment complement in one click.

For credit sales you record the payment and stamp its payment complement. The invoice balance goes down on its own.

CFDI A-218 · PPD

Distribuidora Montes

Invoiced total: $23,200.00 MXN
Balance due: $23,200.00 MXN $11,600.00 MXN

Bank transfer payment $11,600.00 MXN

Payment complement To stamp Stamped

The problem: getting paid in one system and invoicing in another

When you collect payments on one platform and invoice on another, you enter the customer's details twice and reconcile by hand which invoice matches which payment. On credit sales, every partial payment also needs its own payment complement.

The solution: the CFDI is issued from where you record the payment

CFDI 4.0: with the recipient tax details the SAT requires, stamped by an authorized PAC. You download the XML and the PDF or send them by email.
VAT per line item: Recaudo calculates the VAT for each line item. It does not calculate ISR or withholdings.
SAT catalogs: you search for the product or service code by name.
Payment complement: on credit invoices you record the partial payment and stamp its complement with one click (invoices in pesos with 16% VAT).
Cancellation with a reason: you cancel with the SAT reason and indicate the invoice that replaces it.
From a conversation: AI agents can ask the customer for their tax details and issue their CFDI.

What you use from Recaudo

These are the Recaudo tools that make this use case possible.

Invoices and CFDI Invoices Artificial intelligence agents API

Frequently asked questions

¿Recaudo emite CFDI 4.0 válido ante el SAT?

Sí. Emite CFDI 4.0 y lo timbra con un PAC autorizado. Calcula el IVA por concepto; no calcula ISR ni retenciones.

¿Se factura solo al cobrar?

No. Emites el CFDI desde la factura de Recaudo cuando lo necesitas. En ventas a crédito, el complemento de pago se timbra con un botón al registrar el abono.

¿Cómo recibe el cliente su factura?

Por correo, con el XML y el PDF. También puedes descargarlos desde el panel.

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