E-invoicing CFDI

This article walks you through creating and posting a customer invoice as an electronic invoice by using the CFDI method. You can create and post multiple sales orders as electronic invoices and send the .pdf and .xml files as email attachments to customers. This task can only be completed if you are logged into a legal entity with a primary address in Mexico. This task uses the MXMF demo company data.

Note

Customer invoices that are created by using a general ledger journal aren't included among the CFDI-Accounts Receivable electronic invoices that are found at Accounts receivable > Inquiries and reports > CFDI (electronic invoices).

1. Go to Accounts receivable > Orders > All sales orders, and select New.

2. In the Customer account field, select a value. Then select OK.

3. On the new row, in the Item number field, select a value. In the Unit price field, enter a value.

4. In the Line details section, on the Setup tab, in the Sales tax group field, select a value. In the Item sales tax group field, select a value.

5. On the Product tab, in the Warehouse field, select a value. Then select OK.

6. In the Custom number field, enter the number of the customs document that was generated when the item was imported.

7. In the Custom date field, select the date when the item was imported.

8. In the Custom name field, enter the name of the customs authority in the country or region that the item was imported from.

   Note

   If you enter values in the Custom number, Custom date, and Custom name fields, you can't enter a value in the Property number field.

9. In the Unit price field, enter a value.

10. Expand the Sales order header section, and then, on the Action Pane, select Sell > Confirm sales order.

11. Select OK, and then select OK again.

12. On the Action Pane, select Invoice.

13. In the Parameters section, review the parameters before you post the customer invoice. Then select OK.

    The customer invoice is posted and scheduled in specific batch processing for issuing electronic invoices (CFDI).

14. Select OK.

15. Go to Accounts receivable > Invoices > E-Invoices > Export/import electronic invoice process, and select OK.

    • This batch job initiates the connection with the PAC web services to get the approval or cancellation of an electronic invoice (CFDI). The task in the batch can run manually or it can be scheduled by specific period of time.
    • After you select OK, the validation and the digital signature will be retrieved from the PAC. If the electronic invoice is approved, the PAC send the response XML message and the status of the electronic invoice will update to be Approved. An email is automatically sent out to the customer with the XML and PDF file attached. The Send mail and Send report file - PDF sliders must be set to Yes on the electronic invoice parameters page. Otherwise, you can email or print PDF report based on the customer's request by using the Inquire and Reports > CFDI (electronic invoices) menu.

16. Go to Accounts receivable > Inquiries and reports > CFDI (electronic invoices), and select the electronic invoice to review.