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How does the Shopify app work?

If you use the Shopify app, you can integrate your Facturama account and run your business entirely from the Shopify app while Invoices are recorded in your Facturama account.

 

App Details

Connecting your Facturama account in your Shopify store allows you to do the following:


Customers

  • New Customers that use Self-Invoicing from your Shopify store are added into your Customers Catalog in Facturama
  • Repeat Customers that already exist in your Facturama account are updated based on the matching RFC

Invoices

  • Customers can create their own Invoices after completing a purchase order at checkout or on your Shopify store through Self-Invoicing
  • Generate Invoices from purchase orders in your Shopify store using Consult
  • Generate Global Sales Invoices with up to 250 purchase orders in each Global Sale Invoice

Products

  • Manually trigger an import of all Products from your Shopify account into your Product Catalog in Facturama as needed
  • Set and apply general SAT Codes and Taxes to all Products created in Shopify, with the ability to customize for specific Products as needed

 

Connect the Facturama app in your Shopify Store

Download the Facturama app in your Shopify Store and set up your own Facturama account using the below steps:

  1. Log into your Shopify store
  2. Click on the Apps section, then search for Facturama and open the Facturama app
  3. Then click on Add App and then confirm by clicking on Install app
  4. If you already have a Facturama account, enter in your Username and Password, otherwise to create your Facturama account, enter in an Username (minimum of 6 characters or more, no spaces)
    1. Then enter in your RFC (12 or 13 characters)
    2. Next, enter in your Email address and again to confirm
    3. Next, add a Password (minimum of 6 alphanumeric characters or more)
    4. Click on the Register Now button, then click on Start
  5. On the Tax Profile section, enter your Tax Name, Company Name, RFC, Email, Phone Number, Tax Regime, and Address
    Tax profile with fields to fill out.
  6. Then click Next
  7. On the Logo and Digital Seals section, click on Upload Logo and select a BMP, JPG or PNG image up to 180 x 180 px and maximum size of 1MB
    Logo and seals section with option to upload logo and upload seal files.
    1. Then click on Upload Certificate and select your .cer file
    2. Next, click on Upload Key and select your .key file
    3. Enter your CSD Password
  8. Then click Next
  9. On the Configure Taxes section, specify the Use of the CFDI
    Tax section with fields to fill out.
    1. Then choose a SAT Code to use for all Products - if specific Products need different Units, this can be set later in Specific Assignment of SAT Codes and Taxes
    2. Next, choose a Unit for all Products - if specific Products need different Units, this can be set later in Specific Assignment of SAT Codes and Taxes
    3. Then choose an option for the Taxes, VAT, IEPS, Discounts, Shipping Charge, and Object Tax questions
    4. If needed, click on See additional options to reveal more settings on VAT 8%, Shipping Charge Code, Petitions, and Metafields
  10. Then click Next
  11. On the Set Up Account (Self-Invoicing) section, ensure CFDI Version is set to 4.0
    Self-invoicing section with fields to choose and fill out.
    1. Next, choose the Tax Object
    2. Then choose the Office Branch and Series
    3. Choose whether you want to enable Self-Invoicing at Checkout for your Customers to invoice themselves at the end of their purchase
    4. Next, choose whether you want to activate In-Store Self-Checkout if you want the self-invoicing section to be displayed in your Shopify store - if you enable this, complete the Self-Invoicing steps below
    5. Under Restrictions, choose the time limit for the generation of the invoice
    6. Next, check the boxes off next to any Forms of Payment Types for Self-Invoicing that will be available to your Customers when they generate their Invoices from an order
    7. If needed, click on See additional options to reveal more settings on Restrictions
  12. Click Finish to complete your setup. Your Facturama account is now set up with your Shopify store, and you’ll be taken to the Consult section.


Notes:

 

Add Self-Invoicing Section to your Shopify Store

If you’ve chosen to enable In-Store Self-Checkout in step 16c above, complete the below steps to ensure the new Self-Invoicing page is added to your store’s navigation. This allows Customers to look up their order and create an Invoice with the order details:

  1. In your Shopify Store, click on the Online Store section
  2. Then click on Pages underneath the Online Store section
    Pages section in Shopify account.
  3. Next, click on the Add Page button
    Add page button.
  4. Add a Title for your page
  5. Next, add any Content needed
  6. In the Content field, click on the < > Show HTML button
    Show html button above content editor.
  7. Insert <div id="facturama" style="display: block;"></div> in the bottom of your Content
    Code pasted in bottom of content editor in html.
  8. Then click Save to create this new page
  9. Next, under the Online Store section, click on Navigation
    Navigation section in Shopify account.
  10. Click on the Main Menu link
    Main menu link in list of menus.
  11. Then click on Add Menu Item
    Add menu item button.
  12. Next, add in a Name
    Fields to add title and page for new menu item.
  13. Click on the Link field, select Pages and then select the new page you made in step 8
  14. Next, click on the Add button, and then click on the Save menu button.
    Save menu button.

 

Your new Self-Invoicing page will now be available for your Customers to use to generate their own Invoices with their orders.

Customers can search for their Order Number and Purchase Total on the new Self-Invoicing page:

Search with option to type in purchase order number and total.
Then fill out their Invoice’s details to generate a new Invoice using your Facturama account. The generate Invoice will then appear in your Consult section in the Facturama App:
Create invoice with fields to fill out.

 

Access the Facturama App in Shopify

Once your Facturama app is set up in your Shopify store, you can access it anytime with these steps:

  1. Log into your Shopify store
  2. Then click on Apps
  3. Select Facturama under the list of Installed Apps and your Facturama app will open in a new window.
    App dropdown showing Facturama as a selectable app.

 

Note: To access additional features in your Facturama account like Addenda, Notes, or Bank Accounts, log into your Facturama account directly instead.

 

Facturama App Settings

Once your Facturama app is set up in your Shopify account, you can access the below settings:
Facturama app in Shopify with menu open in top right corner.

Consult

See all purchase orders categorized by All, Without Invoice, With Invoice, Invoices without Purchase Orders and Payment Complements, and Credit Notes. Each purchase order will have either button:
Consult showing list of invoices with sub-tabs of different invoice types.

  • Invoice - Next to any order, click on the Invoice button to create a new Invoice with details from the purchase order already filled out for you
  • Invoiced - Orders that have been invoiced either by you or the Customer
    • Preview - Click on the paper icon to preview the Invoice
    • Download - Click on the down arrow icon to save the Invoice as a PDF
    • XML - Click on the </> icon to view the Invoice in XML
    • Email - Click on the envelope icon to send the Invoice by email
    • Cancel - Click on the cancel icon, then choose a Reason for Cancellation to cancel the invoice
      • Only invoices that don’t require authorization can be cancelled

 

Use the Menu to access various options in your Facturama app:
Facturama app with menu open in top right corner.

  • Tax Information - Update your company details and address as needed
  • Manage Catalogs - Add Customers and Products
  • Customer Catalog - Customers are automatically added whenever orders are placed in your Shopify store, click on Add Customer if you need to add a new customer not related to a purchase order
  • Product Catalog - Click on Import Products to manually import any new Products from your Shopify store into your Facturama account, or click on Add Product if you need to add a new Product not related to a purchase order
  • Configure Taxes - Set up SAT Codes and Taxes for your Products
  • Set Up Account - Update your Self-Invoicing settings
  • Generate Invoice 4.0 - Create an Invoice that is not related to a Shopify order
  • Reports - Generate a report of Orders without an Invoice or Clients Requesting an Invoice to be sent to a specific email address
  • Manual General Changes 4.0 - See a PDF of recent updates due to CFDI 4.0

 

Generate Global Invoices

Create a Global Sales Invoice with up to 250 purchase orders anytime with the below steps:

  1. Open your Facturama account in Shopify
  2. In the Consult section, click on the Without Invoices tab
    Consult section with without invoices sub-tab open with list of orders.
  3. Click on the Show 10 Entries dropdown and select 250
    Dropdown selected on 250.
  4. Check the box at the top next to Status to select all 250 orders, or check the boxes off next to the orders you want to create an Invoice for
  5. Then click on the Generate Global Invoice button and click Yes to confirm
  6. Specify the Office Branch, Series, Date, and Payment Method
    Global invoice preview with several purchase orders listed.
  7. If needed, include a Note and choose the Related CFDI
  8. Next, specify the Period, Month, and Year this Global Invoice covers
  9. Click on the Generate Invoice button and your Global Invoice will be generated.

 

FAQs

How do I customize the SAT Code and Taxes for a specific Product?

If you have one or several Products that require a different SAT Code and Tax than the General SAT Code and Tax applied during your setup, you can use the below steps. Once a Product is updated to a different SAT Code and Tax, it will no longer be updated any time you make changes in the Configure General SAT Codes and Taxes section.

 

For a Product

  1. Open your Facturama account in Shopify
  2. Click on Menu
  3. Then click on Configure Taxes
  4. Next, click on the Specific Assignment of SAT Codes and Taxes section
    Facturama app in Shopify with Specific Assignment of SAT Codes and Taxes section open.
  5. In the row of information next to any specific Product, click on the SAT Product Code or Unit Code fields and edit as needed
  6. If needed, click on any other text under any header to edit more information
  7. Click on Save Taxes at the bottom and your Product(s) will now have new SAT Codes and Taxes.


For a Group of Products in Bulk

If you have more than one Product that needs its own different SAT Code and Tax, you can update a group of them using these steps:

  1. In the Shopify store, click on the Products section
  2. Then search for specific products and check the box(es) next to the Products you want to add Taxes to
  3. Click on the … More Actions button in the bottom
    More actions button at bottom of list of products.
  4. Then under the Apps heading in the dropdown, select Assign SAT Code and Taxes
    Assign SAT option in dropdown selected.
  5. Check the box off next to Activate this option if you want to assign the values of the SAT Codes to the selected products
    Assign checkbox selected.
  6. Next, enter the SAT Product Code, SAT Unit Code, and Unit
  7. Check the box off next to Activate this option if you want to assign Taxes to the selected products
    Assign taxes checkbox selected.
  8. Next, specify the IEPS % and VAT %
  9. Then for if the Product is a single unit or not, choose Yes or No and choose the CFDI 4.0 Tax Object
  10. If needed, click on Requirements Number to add a Requirement Number and Amount for Customs Information
  11. Click on Save to finish and all selected Products will reflect the new SAT Codes and Taxes.

 

How do I create an Invoice?

If you need to generate Invoices not related to a purchase order on Shopify, use the below steps:

  1. Open your Facturama account in Shopify
  2. Click on Menu in the top right corner
  3. Then select Generate Invoice 4.0
  4. Follow the rest of the steps in How do I create an Invoice? to make your Invoice.