Mexico requires standardized electronic CFDI invoices; Everhour supports rate-based billing before invoice work begins.
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Use this page to organize the data a Mexican invoice needs before it becomes a certified electronic CFDI. The practical job is to capture the issuer, recipient, line items, taxes, payment terms, and currency details in a format you can review before formal issuance. This is useful when you bill a Mexican client, sell from a Mexican entity, or need a clean handoff to an accountant.
In Mexico, a tax invoice is a Comprobante Fiscal Digital por Internet, or CFDI. SAT states that CFDI version 4.0 has been the only valid version since April 1, 2023. A simple invoice layout is not enough for Mexican tax purposes. The final document needs SAT certification details, including the folio fiscal and digital seals used for verification.
Start with the issuer data required by CFF article 29-A and SAT CFDI 4.0 guidance: RFC, name or business name, tax regime, and 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 CFDI use assigned to the invoice.
Line items need more than a description and price. A Mexican CFDI must identify the goods, services, use, or enjoyment through quantity, unit of measure, description, unit value, amount, and whether the concept is subject to tax. For service work, a clear line such as "Consulting services, May 2026, 12 hours, $850.00 MXN per hour" gives the accountant a traceable basis for the CFDI concept.
Mexico's indirect tax is Impuesto al Valor Agregado, or IVA. CFF article 29-A requires transferred taxes to be shown separately by rate where applicable, along with any withheld taxes. The general IVA rate under Mexico's VAT law is 16%, while some transactions may be zero-rated, exempt, or subject to special treatment. The CFDI tax object and tax lines must match the transaction.
Payment timing also changes the required codes. For income invoices, SAT requires the payment method and payment form. Use PPD with form 99 when payment is deferred or paid in installments. Use PUE with the applicable payment-form catalog code when the invoice is paid in full at issuance. For invoices in a currency other than Mexican pesos, CFDI uses the Moneda field and includes TipoCambio when applicable.
A one-off invoice maker is enough when you need to assemble a small number of invoice details, check required fields, and send the record to the person who issues the CFDI. It works well for a single service invoice, a corrected recipient field, or a quick review of IVA and payment-code choices before certification.
A managed workflow becomes necessary when billable work comes from projects, people, and changing rates. Everhour separates internal cost rates from client-facing billable rates, supports default per-person rates with per-project overrides, preserves dated rate history, and prices billable work by project, member, or task. That rate structure gives the invoice record a cleaner source before accounting handles the CFDI.
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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Yes. In Mexico, a tax invoice is a CFDI, and SAT states that CFDI 4.0 has been the only valid version since April 1, 2023. A seller-created PDF or spreadsheet can help collect details, but the tax invoice needs the SAT-governed CFDI structure and certification details.
Recipient data creates problems when the RFC, legal name, tax regime, fiscal domicile postal code, or CFDI use does not match the buyer's fiscal information. SAT identifies those fields as minimum recipient data for CFDI 4.0, so collect them before creating the invoice record.
IVA should be shown separately by rate where applicable, and any withheld taxes should also be identified. The general IVA rate under Mexico's VAT law is 16%, but zero-rated, exempt, and specially treated transactions require the correct tax object and tax line treatment.
A deferred or installment income invoice uses PPD with payment form 99. An invoice paid in full at issuance uses PUE with the applicable payment-form catalog code. This choice should match the real payment arrangement, because it affects how the CFDI records payment timing.
Yes. CFDI uses SAT's Anexo 20 structure and catalogs, including the Moneda field. For an invoice issued in a currency other than Mexican pesos, the exchange-rate field, TipoCambio, is part of the CFDI data model and should be handled before final issuance.
Everhour separates cost and billable rates, supports default per-person rates with per-project overrides, and preserves dated rate history. Teams can price billable work by project, member, or task, then use those totals as the commercial basis for invoice preparation.
Everhour marks time as invoiced after it is included in an invoice, so the same billable entries do not appear again in future invoice runs. That status helps keep uninvoiced work, invoiced work, and billing reports aligned.
Set project, member, or task rates in Everhour before invoice preparation, then carry clean billable totals into the accounting workflow with fewer rate disputes.
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