Mexican invoices require CFDI 4.0 structure and SAT data. Everhour keeps billable work tied to rates before invoicing.
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Use this page when you need to produce an invoice for a client or customer in Mexico and want the key fields organized before the document goes out. In Mexico, a tax invoice is a Comprobante Fiscal Digital por Internet, or CFDI, and SAT states that CFDI version 4.0 has been the only valid version since April 1, 2023.
The practical job is to collect the fiscal data, line items, taxes, currency, and payment details that belong in the CFDI. A seller-created invoice number alone is insufficient for a Mexican tax invoice. A valid CFDI carries the folio assigned by SAT and digital seals used for certification and verification.
Start with issuer data: RFC, name or business name, fiscal regime, place of issue, and issue date. Then add the recipient data required for CFDI 4.0: RFC, recipient name, recipient tax regime, fiscal domicile postal code, and the CFDI use. One missing recipient field can block issuance or force a corrected invoice later.
Line items need enough detail to identify the goods, services, use, or enjoyment being charged. Include quantity, unit of measure, description, unit value, amount, and whether the concept is subject to tax. For services, a clear description such as "Consulting services for May 2026" works better than a vague label like "Professional fee."
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.
Payment data matters before sending. 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. CFDI also uses a currency field, and TipoCambio applies when the invoice is issued in a currency other than Mexican pesos.
A one-off invoice tool is enough when you already have complete fiscal data, a short list of line items, and a simple billing event. It helps organize the invoice before certification, especially for a straightforward peso invoice with one IVA treatment and clear payment terms.
A managed workflow becomes useful when billable work changes by person, project, task, or date. Everhour separates internal cost rates from client-facing billable rates, supports per-person defaults and per-project overrides, and preserves dated rate history. That structure helps teams price billable work consistently before invoice data moves into a client-facing document.
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 PDF alone is not enough for a Mexican tax invoice. Mexico uses mandatory electronic CFDI invoices governed by SAT rules, with legal basis in CFF articles 29 and 29-A and the Anexo 20 technical structure. The PDF is usually a readable representation, while the valid tax document depends on CFDI certification data.
CFDI 4.0 recipient data must include RFC, recipient name, recipient tax regime, fiscal domicile postal code, and CFDI use. This data has to match the recipient's fiscal information. A mismatch can prevent issuance or require cancellation and replacement, so collect it before preparing the invoice.
No. The general IVA rate under Mexico's VAT law is 16%, but some transactions may be zero-rated, exempt, or subject to special treatment. The invoice must show the correct tax object and tax lines for the transaction. Treating 16% as automatic creates tax and accounting errors.
Use PUE when the invoice is paid in full at issuance, together 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 commercial reality at the time the CFDI is issued.
The most common rework starts with incomplete fiscal data. Missing recipient tax regime, wrong fiscal postal code, an unclear CFDI use, or an incorrect tax object can stop the invoice from being issued correctly. Verify the RFC-based data and SAT catalog choices before sending the invoice for certification.
Everhour separates cost rates from billable rates, so internal labor cost and client-facing revenue stay distinct. Teams can use default per-person rates, override rates by project, preserve dated rate changes, and price billable work by project, member, or custom task rate before invoice preparation.
Track project work with dated cost and billable rates before invoice preparation. Everhour keeps rate logic tied to people, projects, and tasks, giving teams cleaner billable totals.
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