Mexican invoices must follow CFDI 4.0 rules. Everhour helps keep billable rates and invoice data consistent.
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A Mexican tax invoice is a Comprobante Fiscal Digital por Internet, or CFDI. SAT states that CFDI 4.0 has been the only valid version since April 1, 2023. The template should help you gather the fields that belong in the CFDI before certification, including issuer data, recipient fiscal data, line items, tax treatment, payment codes, currency, and the certification details added to the final document.
Use the template to prepare a sale, service invoice, or billable project invoice with Mexico-specific fields in the right places. A seller-created invoice number alone is not enough for Mexican tax purposes. A valid CFDI carries the folio fiscal assigned by SAT and digital seals used for certification and verification.
The Registro Federal de Contribuyentes, or RFC, is the tax identifier used on Mexican invoices for the issuer and, where applicable, the recipient. 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.
Recipient data needs the same precision. 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. A common mistake is copying only the customer's commercial name while leaving out the fiscal regime or postal code required for CFDI 4.0.
Each invoice line should identify the goods, services, use, or enjoyment being invoiced. A Mexican CFDI must include line-item information such as quantity, unit of measure, description, unit value, amount, and whether the concept is subject to tax. For services, a clear description such as "Website maintenance, March 2026" works better than a vague label like "professional services."
Mexico's indirect tax shown 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, so the CFDI tax object and tax lines depend on the transaction.
A free template works for a one-off invoice when you already know the buyer's fiscal data, the correct IVA treatment, and the SAT payment codes. For income invoices, SAT requires payment method and payment form: use PPD with form 99 when payment is deferred or in installments, and use PUE with the applicable payment-form catalog code when paid in full at issuance.
A managed billing workflow is better when invoice amounts come from tracked time, different people bill at different rates, or projects change price over time. Everhour separates cost and billable rates, supports per-person defaults and per-project overrides, preserves dated rate history, and can price billable work by project, member, or task before invoice review.
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 template helps collect the right invoice data, but a valid Mexican tax invoice is an electronic CFDI certified under SAT rules. The certified document includes a folio fiscal and SAT digital-seal information. Treat the template as a preparation step before generating or validating the CFDI through the required electronic process.
CFDI 4.0 recipient data includes RFC, recipient name, recipient tax regime, fiscal domicile postal code, and the fiscal use to be given to the invoice. Missing or mismatched fiscal data can stop the invoice from matching the customer's tax records, even when the commercial name and amount look correct.
IVA appears when the transaction requires it. Mexico's general IVA rate is 16%, but some transactions may be zero-rated, exempt, or subject to special treatment. The CFDI should show the tax object and transferred taxes separately by rate where applicable, along with withheld taxes when they apply.
Use PUE when the 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. The payment method and payment form should match the actual collection arrangement, since they become part of the CFDI data.
A CFDI can include a currency other than Mexican pesos when the transaction supports it. SAT's Anexo 20 structure includes the Moneda field, and the TipoCambio field applies when an invoice is issued in another currency. The invoice should still follow the required CFDI data structure.
Everhour separates internal cost rates from client-facing billable rates, so reports can calculate labor cost, revenue, and profit before invoicing. Members can have default rates, individual projects can override those rates, and dated rate changes keep older reports tied to the rates that applied at the time.
Everhour turns tracked billable time and expenses into client invoices. Users can select uninvoiced time and expenses, preview the breakdown, group invoice line items by project, task, person, or date, and exclude non-billable work before sending invoice data forward.
Track approved time, apply the right billable rates, and review invoice-ready amounts before client billing. Everhour gives teams rate control and billing visibility.
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