Stamp and download CFDI 4.0 invoices

Before you stamp

A CFDI is Mexico's e-invoice. To stamp it (certify it with the SAT, Mexico's tax authority), have your digital seal certificate ready: the .cer and .key files and the key's password. You also need your tax details exactly as they appear on your tax status certificate (constancia de situación fiscal). Electronic invoicing is only available for companies whose country is Mexico.

1. Go to Administration › Electronic invoicing.
2. Enter the RFC, Legal name, Tax regime and the issuing Postal code.
3. Choose how to stamp (see Nori's PAC or your own PAC below). A PAC is a SAT-authorized certification provider.
   • Nori's PAC ($0.65 + VAT per stamp): you don't need your own PAC contract. Nori registers your RFC in its Finkok account when you save.
   • My own PAC: if you already have a contract with Finkok, EDICOM, Solución Factible or ISI, choose the PAC and enter your username and password.
4. Under Digital seal certificate (CSD), upload the .cer, the .key and the password. Nori shows when it expires.
5. Review the Stamp when documents of electronic series are posted option. When it's on, each invoice is stamped as soon as you save it.

Finally, in Catalogs › General › Document series, mark the invoice series as electronic. Do the same for the credit memo, down payment and payment series if you stamp those too.

Nori's PAC or your own PAC

A PAC certifies every stamp, and someone has to pay for it. You have two options:

• Nori's PAC: you stamp with Nori's Finkok account. Nori charges $0.65 MXN plus IVA (16% VAT) per stamp for invoices, credit memos, payment complements and transfers. You get one monthly usage charge with subtotal, IVA and total. Cancellations and test-mode stamps are free. The same screen shows Stamps with Nori's PAC this month with the amount including IVA.
• My own PAC: you use your own contract with Finkok, EDICOM, Solución Factible or ISI. You pay your PAC directly and Nori doesn't charge you for stamps. If your contract is with Finkok, enter the username and password of your account.

You can switch at any time. Nori records the PAC and account used for each stamp and only charges for stamps made with Nori's PAC.

Customer details

In CFDI 4.0 the SAT validates the recipient's details. On the business partner record, check the RFC (tax ID), the name or legal name without the entity type (such as S.A. de C.V.), the tax regime, the CFDI use and the postal code of the billing address. If something is missing, Nori tells you what when you try to stamp.

Credit memos start with CFDI use G02 (returns, discounts or rebates), not the business partner's. You can pick another one on the memo before stamping it.

Nori sets the payment method for you: PUE if the invoice was paid in full when issued, PPD if it wasn't. The payment form comes from the largest payment.

With Cash customers only with cash payment terms (PUE) on (it is on by default, under Settings › Electronic invoicing), a customer whose payment terms give no credit days can only use cash terms on quotations, orders, deliveries, down payments and invoices, from the web, the point of sale or the API. A customer with credit days can use any. To let a customer buy on credit, give it payment terms with days on its record.

Stamp an invoice

If stamping on posting is on, just save the invoice. If it's off, or if stamping failed:

1. Open the invoice and go to the Electronic document tab.
2. Press Generate (or Retry stamping if there was an error).

Nori stamps after it saves the sale, so a PAC outage never undoes a sale. The stamp stays pending and you retry later. The tab shows the fiscal folio (UUID), the stamp date and every attempt with the PAC's response.

Download PDF and XML

On a stamped invoice, the downloads menu offers:

• A PDF in each active layout, with the default one first.
• Download XML.
• A ZIP with the PDF and XML together.

To send it to the customer, use the Attachments and emails tab. Email sends the PDF and XML as attachments. WhatsApp (if you connected Recaudo) sends a download link.

Payments on PPD invoices

When you record a payment on a stamped PPD invoice, Nori issues the electronic payment receipt (payment complement 2.0) with the installment number, the previous balance and the remaining balance. Payments on PUE invoices don't need a complement.

Cancel at the SAT

1. In Electronic document, press Cancel at the SAT.
2. Choose the SAT reason: 01 (issued with errors, with a related document; it asks for the UUID that replaces it), 02, 03 or 04.
3. Confirm.

Nori cancels at the SAT first and only updates the document if the SAT accepts. You can't cancel an invoice with active payments, so cancel the payment first. Check with the SAT shows whether the CFDI is active and whether it can be canceled.

To cancel and to check the status, Nori sends the UUID, the RFCs and the total exactly as they are in the stamped XML, not the document's total. If a recalculation moved the total by a cent, the SAT won't reject the cancellation for that. A CFDI stamped in test mode is canceled in test mode, even if you switched to production afterwards.

If your company turned it on, canceling a CFDI requires supervisor approval, and nobody can approve their own cancellation.