Mexican invoices must follow CFDI 4.0 rules. Everhour keeps billing records organized before invoice data leaves your workflow.
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Use this page when you need to prepare the information behind a Mexican client invoice before issuing or reviewing the official electronic document. In Mexico, a tax invoice is a Comprobante Fiscal Digital por Internet, or CFDI, and SAT states that CFDI version 4.0 has been the only valid version since April 1, 2023.
The practical job is to collect the right issuer, recipient, line-item, tax, currency, and payment details so the CFDI can be generated without cleanup. A seller-created invoice number is not enough for Mexican tax purposes. A valid CFDI carries the folio assigned by SAT and digital seals used for certification and verification.
Start with the issuer and recipient fiscal details. CFF article 29-A and SAT CFDI 4.0 guidance require issuer identification, including RFC, name or business name, tax regime, and the place and date of issuance. For the recipient, SAT identifies the minimum data as RFC, recipient name, recipient tax regime, fiscal domicile postal code, and the fiscal use to be given to the invoice.
This data controls whether the invoice can be certified and used correctly by the customer. A misspelled legal name, wrong fiscal postal code, or mismatched CFDI use can force cancellation and reissue. Ask the customer for their current constancia or confirmed fiscal data before preparing the invoice, especially for a first invoice or a changed billing entity.
Each CFDI line should describe the actual goods, services, use, or enjoyment being invoiced. Required line-item information includes quantity, unit of measure, description, unit value, amount, and whether the concept is subject to tax. A service line such as "Design services, 12 hours, MXN 900 per hour" gives the reviewer a clearer record than a vague monthly fee.
Mexico's indirect tax shown on invoices is Impuesto al Valor Agregado, or IVA. The general IVA rate under Mexico's VAT law is 16%, while some transactions may be zero-rated, exempt, or subject to special treatment. CFF article 29-A requires transferred taxes to be shown separately by rate where applicable, along with any withheld taxes. For income invoices, use PUE when paid in full at issuance, or PPD with form 99 for deferred or installment payment.
CFDI is mandatory electronic invoicing, not a casual PDF format. SAT's invoice format applies to invoices generated for acts or activities performed by individuals and legal entities, with the technical structure and legal basis in CFF articles 29 and 29-A and the Anexo 20 rules. The official CFDI data, certification, and catalog codes matter as much as the visible invoice layout.
Currency also needs attention. CFDI uses SAT's Anexo 20 structure and catalogs, including the Moneda field. An invoice issued in a currency other than Mexican pesos also uses the TipoCambio exchange-rate field in the CFDI data model. Keep the commercial agreement, currency, tax treatment, and payment timing aligned before sending the invoice to the customer.
A free invoice workflow is enough when you need to gather details for a single client bill, check required CFDI fields, or prepare a small batch of consistent service invoices. It works best when the work is already documented, the rate is clear, and the customer has supplied complete fiscal data.
A managed workflow becomes the better fit when invoices depend on tracked billable time, expenses, project rates, and approval history. Everhour reporting can group time by project, task, member, client, invoice status, and billable amount, then export reports in CSV, Excel/XLSX, or PDF. That record gives finance a cleaner handoff before a CFDI is generated in the official invoicing process.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
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No. In Mexico, the tax invoice is the electronic CFDI, governed by SAT rules, CFF articles 29 and 29-A, and Anexo 20. A PDF can represent the invoice for viewing or sharing, but the valid tax record depends on the certified CFDI data, including the SAT folio and digital seals.
SAT identifies the minimum recipient data for CFDI 4.0 as RFC, recipient name, recipient tax regime, fiscal domicile postal code, and the fiscal use to be given to the invoice. Confirm these fields before issuing the invoice because mismatches can lead to cancellation and reissue.
No. The general IVA rate under Mexico's VAT law is 16%, but some transactions may be zero-rated, exempt, or subject to special treatment. The CFDI tax object and tax lines must match the transaction, and transferred taxes must be shown separately by rate where applicable.
Use PUE when the income invoice is paid in full at issuance with the applicable payment-form catalog code. Use PPD with form 99 when payment is deferred or made in installments. This choice should match the real payment arrangement, not the date you hope the customer pays.
Yes, if the CFDI uses the correct Anexo 20 currency data. The Moneda field records the currency, and when the invoice is issued in a currency other than Mexican pesos, the TipoCambio exchange-rate field is part of the CFDI data model.
Everhour Reporting lets teams build reports with 45+ columns, grouping, filters, date ranges, and exports in CSV, Excel/XLSX, or PDF. A finance lead can group billable time by client, project, task, member, and invoice status before preparing the invoice data for the CFDI process.
Everhour Billing & Invoicing can generate invoices from uninvoiced time and expenses, then mark included time as invoiced. That prevents the same billable work from appearing again in a future invoice and keeps invoice status connected to project and billing reports.
Use Everhour Reporting to group billable work, review invoice status, and export finance-ready records before formal invoicing, giving teams a cleaner path from approved time to client billing.
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