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What kind of Invoices can I create?

Facturama lets you create multiple types of Invoices in the CFDI (Digital Tax Receipts Online) 4.0 format, a legally accepted digital tax receipt that your business submits to the Mexican tax authority (Servicio de Administración Tributaria [SAT]). You can customize the list of Invoice Types to the ones you work with most often so you can create Invoices easily any time.

 

Enable Invoice Types

Choose which Invoice Types you work with most often while creating Invoices. You can activate or deactivate any Invoice Type with these steps:

  1. Click on your avatar in the top right corner
  2. Then click on Invoice Types
  3. Check off to add or uncheck any box to remove next to each Invoice Type
  4. Then click Save. Your list of Invoice Types will be updated when creating an Invoice.

 

List of Invoice Types

  • Bill for Hotels - Used for businesses that charge lodging tax, including hotels
  • Bill for Pharmacies - Used for businesses that operate as a pharmacy
  • Bill for Restaurants - Used for businesses that serve food
    • Codes for restaurants:
      • Cafeteria services - 90101500
      • Restaurants - 90101700
      • Bars - 90101501
      • Fast food establishments - 90101501
      • Take-away - 90101503
      • Delivery food services - 90101800
  • Credit Note / Credit Invoice - Enabled by default. Used to cancel invoices and indicate a refund or discount has been made
    • Reasons for cancelling include:
      • Return of the product
      • An extra charge to the customer
      • Discount that was not applied
      • Invoice issued by accident
  • Deductible Receipt - Used for receiving donations or a public institution donating, create a new Service using the code 84101600
  • Estimate Invoice - Used for Estimates
  • Simple Estimate Invoice - Used for Estimates
  • Simplified Estimate Invoice - Used for Estimates
  • Fee - Used for freelancers and self-employed people that need to bill for products and services
  • Global Invoice / General Public Invoice - Use to bill for multiple line items grouped by period of time, used retroactively and for customers that don’t require an Invoice
    • A Global Invoice requires a General Public Customer and a General Public Sales Product:
      • Add a new Customer with the generic RFC of XAXX010101000 and Usage of S01 - Without Tax Effects
        New customer for general sale.
      • Add a new Product with the Code of 1010101 with Unit of ACT - Activity
        New product for general sale.
  • Invoice - Enabled by default. Used to bill for products and services with no additional customization options needed
  • Invoice with IEPS - Enabled by default, used for charging IEPS tax on non-essential products
  • IVA Withholding Invoice - Used for when you need to apply IVA Withholding on an Invoice
  • Lease Receipt - Used for income earned from renting property
  • Partial Construction Service - Used for real estate or residential purposes
  • Payment Complement - Enabled by default. Use to mark an existing Invoice in your Facturama account as paid