Mexico requires electronic CFDI 4.0 invoices. Everhour helps turn approved billable work into organized billing records.
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This page is for creating invoice records that match how Mexican billing works in practice. 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, so a generic invoice format is not enough for taxable Mexican transactions.
A useful invoice record gives you the data needed before certification and client delivery: issuer details, recipient fiscal data, line items, IVA treatment, currency, payment method, and payment form. The goal is a complete billing record that your accounting process can use without rebuilding the invoice from emails, timesheets, or project notes.
A Mexican CFDI identifies the issuer with RFC, name or business name, tax regime, and place and date of issue. The recipient data also matters. SAT identifies the minimum recipient data as RFC, recipient name, recipient tax regime, fiscal domicile postal code, and the fiscal use to be given to the invoice.
Line items need quantity, unit of measure, description, unit value, amount, and the tax object for the concept being invoiced. A valid CFDI carries the folio assigned by SAT and SAT digital seals used for certification and verification, rather than only a seller-created invoice number. Treat the internal invoice number as an operating reference, not the legal identifier.
Mexico's indirect tax on invoices 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.
Payment timing also changes the data you capture. For income invoices, SAT requires 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 foreign-currency invoices, include Moneda and TipoCambio when applicable.
A free invoice tool is enough when you need to assemble one invoice record, confirm required fields, and hand the data to your Mexican tax or accounting process. It works best for occasional billing, simple services, and clients with stable fiscal data. Keep the SAT-required fields separate from internal notes so the final CFDI data stays clean.
A managed workflow becomes necessary when tracked work turns into repeat invoices. Everhour lets admins set project billing status, mark specific tasks as non-billable, set custom task rates, and report billable time, non-billable time, billable amount, and cost. That structure helps teams keep client invoices aligned with approved work before accounting handles the CFDI 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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A normal PDF invoice is not enough for Mexican tax invoicing when a CFDI is required. Mexico uses mandatory electronic CFDI documents under SAT rules, with the legal basis in CFF articles 29 and 29-A and the Anexo 20 technical structure. A PDF can be a readable copy, but the compliant invoice record is the certified CFDI.
Mexico invoice software should collect the recipient RFC, recipient name, tax regime, fiscal domicile postal code, and CFDI use. CFDI 4.0 treats those fields as minimum recipient data. Missing or mismatched fiscal data creates rework because the invoice record cannot be completed correctly from only a client name and email address.
The general IVA rate under Mexico's VAT law is 16%, but every invoice does not automatically use that rate. Some transactions may be zero-rated, exempt, or subject to special treatment. The CFDI tax object and transferred tax lines must match the actual transaction, with taxes shown separately by rate where applicable.
A deferred or installment invoice should use PPD as the payment method and form 99 as the payment form. A fully paid invoice at issuance uses PUE with the applicable payment-form catalog code. Mixing those codes creates a record that misstates payment timing, even when the invoice amount is correct.
A Mexico invoice should not rely only on a seller-created invoice number. A valid CFDI carries the folio assigned by SAT and digital seals used for certification and verification. An internal invoice number can help with filing and client communication, but it does not replace the folio fiscal and certification data.
Everhour supports project billing status, task-level non-billable controls, custom task rates, and member-rate exceptions. Admin reports can show billable time, non-billable time, billable amount, and cost, so invoice preparation starts from the work that should actually be charged.
Everhour turns tracked billable time and expenses into invoices, then marks included time as invoiced so it does not appear again on a future invoice. Invoice data can be exported to QuickBooks Online, Xero, or FreshBooks as drafts for accounting review.
Track approved hours, separate billable from non-billable work, and prepare cleaner billing records before the CFDI step. Everhour gives teams invoice-ready time and cost data.
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