Mexico invoices use CFDI 4.0 and SAT data. Everhour keeps billable time organized before invoicing.
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A Mexican 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. The printed copy should reflect that electronic record, including issuer and recipient fiscal data, line items, taxes, payment fields, and certification details.
A printout works as a human-readable version for customers, finance teams, and archives. The underlying invoice still follows SAT's electronic structure under CFF articles 29 and 29-A and Anexo 20 rules. Treat the printed document as a faithful presentation of the CFDI data, especially the folio fiscal and SAT digital-seal information.
Start with issuer details: RFC, name or business name, tax regime, and place and date of issue. The recipient side needs RFC, recipient name, recipient tax regime, fiscal domicile postal code, and CFDI use. Missing or mismatched recipient data creates rework because CFDI 4.0 validates these fields more tightly than a casual commercial invoice.
Line items need enough detail to identify the goods, services, use, or enjoyment being invoiced. Include quantity, unit of measure, description, unit value, amount, and the tax object for each concept. For IVA, Mexico's indirect tax, show transferred taxes separately by rate where applicable, with the general IVA rate at 16% unless the transaction is zero-rated, exempt, or treated differently.
A seller-created invoice number is not enough for a Mexico invoice. A valid CFDI carries the folio assigned by SAT and digital seals used for certification and verification. Those identifiers should appear on the printed version so the buyer can connect the PDF or paper copy to the certified electronic document.
Payment fields also need care. For income invoices, 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 made in installments. For invoices outside Mexican pesos, include the Anexo 20 currency field and exchange-rate data where applicable.
A one-off invoice tool is enough when you need a clean printable copy from known CFDI data, one customer, and a limited number of line items. It works best when the certified CFDI already exists or the fiscal fields are ready, and the job is presentation, review, or internal filing.
A managed workflow becomes useful when billable time, expenses, and client rules feed many invoices. Everhour can keep billable and non-billable work separate through project billing status, task-level non-billable controls, custom task rates, and member-rate exceptions before invoice totals are reviewed.
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 printed copy alone does not replace the electronic CFDI. Mexico's tax invoice is the CFDI, and SAT's format applies under CFF articles 29 and 29-A and Anexo 20 rules. The printed version should reproduce the certified CFDI details, including the folio fiscal and digital-seal information.
The issuer needs RFC, name or business name, tax regime, and place and date of issuance. The recipient data for CFDI 4.0 includes RFC, recipient name, recipient tax regime, fiscal domicile postal code, and CFDI use. These fields identify both parties for SAT validation and buyer records.
IVA appears when the transaction is subject to transferred tax. Mexico's general IVA rate is 16%, but some transactions are 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.
Use PUE with the applicable payment-form catalog code when payment is made in full at issuance. Use PPD with form 99 when payment is deferred or paid in installments. The payment method and payment form should match the commercial arrangement shown in the CFDI.
The most common printing mistake is treating the document like a normal sales invoice and omitting SAT certification data. A Mexico invoice needs the folio fiscal and SAT digital-seal details from the certified CFDI. Buyer data, tax object fields, IVA rate lines, and payment codes also need to match the electronic record.
Everhour supports billable and non-billable time through 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 before invoice work begins.
Everhour Billing & Invoicing converts tracked billable time and expenses into client invoices. Users can select uninvoiced time, preview the breakdown, group line items by project, task, person, or date, and keep invoiced time from appearing again in future invoices.
Track billable and non-billable work before invoice prep. Everhour separates chargeable time, task exceptions, rates, and reporting so client billing starts from clean invoice data.
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