Import and export invoices to or from your Facturama account with the Download Invoices and Upload XML options in your account.
Download Invoices
You can export your invoices anytime from your Facturama account using the below steps:
- In your Facturama account, click on the Invoices section
- Then click on the Download Invoices sub-section underneath
- Under Date Filter, choose between:
- Per Month, then select a specific Month and Year
- By Dates, then select the Start and End Dates
- By Invoices, then select the Start and End Invoice Numbers
- Next, under Invoice Type, choose between Received, Issued, or Payroll
- Then for Format Type, choose between XML, PDF, or PDF and XML
- If needed, click on Show more options and enter RFC numbers
- Next, if needed, check the box off next to Receive email with download link
- Click on Generate File and the ZIP file will appear in the list of results, and if checked off, a link to download the file will be emailed to the owner of the Facturama account
- In the list of results, click on the .ZIP link below the Download header to download the file to your computer.
Upload XML Invoices
Import invoices into your Facturama account anytime with the Upload XML section in your account, especially if you’ve already retrieved your invoices directly from the SAT Portal. Upload XML Invoices is done instantaneously compared to Retrieve Invoices which is dependent on how quickly the SAT Portal can process your request.
Use the below steps to upload one or many invoices:
- Download your Invoices in XML format from your SAT Portal
- In your Facturama account, click on the Invoices section
- Then click on the Upload XML sub-section underneath
- Drag and drop your XML files into the upload area, or click on the upload area and select your XML files
- Once uploaded, review any messages for errors and successful uploads
- Your successfully uploaded invoices can then be viewed in the Consult section of your account.