Mexico uses mandatory CFDI 4.0 e-invoices, and Everhour keeps billable rates tied to tracked client work.
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Use this page to prepare invoice details for work billed in Mexico, especially services, project work, retainers, and time-based client billing. A Mexican tax invoice is a CFDI, Comprobante Fiscal Digital por Internet, and SAT states that CFDI 4.0 has been the only valid version since April 1, 2023.
A practical invoice record needs two layers: the client-facing billing description and the CFDI fiscal data. The client needs clear services, amounts, payment terms, and currency. The CFDI needs SAT-compatible issuer, recipient, tax, payment, and certification details so the document can support tax and accounting records.
The issuer section should show RFC, name or business name, fiscal regime, and the place and date of issue. The recipient section should include RFC, recipient name, recipient tax regime, fiscal domicile postal code, and CFDI use. Missing recipient data blocks a clean CFDI 4.0 workflow because SAT identifies those items as minimum recipient data.
Each line should describe the goods or services with quantity, unit of measure, description, unit value, amount, and tax object. A valid CFDI also carries SAT certification details, including the folio fiscal and digital seals. Treat those items as the official identifier and verification data, separate from any internal quote, project, or invoice number.
Mexico uses IVA, Impuesto al Valor Agregado, on invoices. The general IVA rate under Mexico's VAT law is 16%, while some transactions may be zero-rated, exempt, or subject to special treatment. Show transferred taxes separately by rate where applicable, and include withheld taxes when the transaction requires them.
Payment fields need the right SAT codes. Use PUE with the applicable payment-form catalog code when the invoice is paid in full at issuance. Use PPD with form 99 when payment is deferred or paid in installments. For invoices outside Mexican pesos, include Moneda and the exchange-rate field required by the Anexo 20 data model.
A one-off invoice is enough when you have a single service description, confirmed recipient fiscal data, one currency, and clear IVA treatment. It works for occasional client billing where the source hours, rates, and expenses already sit in another reliable record.
A managed workflow becomes necessary when tracked time, per-person rates, project overrides, and billable expenses feed repeat invoices. Everhour separates cost and billable rates, supports default member rates and project-level overrides, and keeps dated rate history so current invoices and older reports use the right rate for each billing period.
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. Mexican tax invoices are electronic CFDI documents under SAT rules, with the legal basis in CFF articles 29 and 29-A and the Anexo 20 technical format. CFDI 4.0 has been the only valid version since April 1, 2023, so a seller-created PDF alone is not the tax invoice.
CFDI 4.0 recipient data includes the recipient RFC, name, fiscal regime, fiscal domicile postal code, and CFDI use. Collect those fields before issuing the invoice. A common mistake is using only the client's commercial name and billing address, then discovering the fiscal regime or postal code is missing.
No. A valid CFDI carries SAT certification data, including the folio fiscal and digital seals. An internal invoice number can help with project administration, but it does not replace the SAT-assigned folio or the certification information used to verify the CFDI.
IVA depends on the transaction. Mexico's general IVA rate is 16%, but some transactions may be zero-rated, exempt, or subject to special treatment. The CFDI should mark the tax object for each concept and show transferred taxes separately by rate where applicable, along with any withheld taxes.
Use PPD with payment form 99 when payment is deferred or made in installments. Use PUE with the applicable payment-form catalog code only when the invoice is paid in full at issuance. Mixing these codes creates accounting cleanup because the payment timing no longer matches the invoice record.
Everhour separates internal cost rates from client-facing billable rates, with default per-person rates and per-project overrides. For Mexico client work, a team can price billable projects by project, member, or custom task rate while preserving dated rate changes for prior billing periods.
Everhour Billing & Invoicing turns tracked billable time and expenses into invoices, calculates amounts from rates, and excludes non-billable work. Invoice data can be grouped by project, task, person, date, or another available breakdown before export to QuickBooks Online, Xero, or FreshBooks.
Turn approved hours, dated billable rates, and project overrides into cleaner invoice records. Everhour keeps rate logic connected to tracked work for more reliable client billing.
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