Months and Bimesters Catalog (Meses y Bimestres)

Overview

The Months and Bimesters catalog defines standardized periodicity codes used in Global Invoices (Factura Global) to specify the reporting period covered by the invoice. These codes are essential for businesses that consolidate multiple transactions into periodic global invoices for tax efficiency and administrative simplification.

What We See

This catalog contains 18 periodicity codes covering:

Individual months (01-12): Each calendar month from January to December

Bimesters (13-18): Two-month periods covering the entire year in six segments

Global invoices allow businesses to group daily transactions and issue periodic summary invoices, with the periodicity code indicating the time span covered.

How to Use It

When creating global invoices, select the periodicity code that corresponds to the actual period being covered by the invoice. This ensures proper tax reporting and compliance with SAT regulations for consolidated invoicing.

Usage Guidelines

Match actual period: Select the code that exactly matches the invoice period

Consistent application: Use the same periodicity consistently for your business

Tax period alignment: Ensure periodicity aligns with your tax filing schedule

Complete periods only: Global invoices should cover complete months or bimesters

Periodicity Codes Table

Individual Months (01-12)

Code	Description (English)	Descripción (Español)	Calendar Period	Quarter
`01`	January	Enero	Jan 1 - Jan 31	Q1
`02`	February	Febrero	Feb 1 - Feb 28/29	Q1
`03`	March	Marzo	Mar 1 - Mar 31	Q1
`04`	April	Abril	Apr 1 - Apr 30	Q2
`05`	May	Mayo	May 1 - May 31	Q2
`06`	June	Junio	Jun 1 - Jun 30	Q2
`07`	July	Julio	Jul 1 - Jul 31	Q3
`08`	August	Agosto	Aug 1 - Aug 31	Q3
`09`	September	Septiembre	Sep 1 - Sep 30	Q3
`10`	October	Octubre	Oct 1 - Oct 31	Q4
`11`	November	Noviembre	Nov 1 - Nov 30	Q4
`12`	December	Diciembre	Dec 1 - Dec 31	Q4

Bimesters (13-18)

Code	Description (English)	Descripción (Español)	Calendar Period	Months Covered
`13`	January-February	Enero-Febrero	Jan 1 - Feb 28/29	01, 02
`14`	March-April	Marzo-Abril	Mar 1 - Apr 30	03, 04
`15`	May-June	Mayo-Junio	May 1 - Jun 30	05, 06
`16`	July-August	Julio-Agosto	Jul 1 - Aug 31	07, 08
`17`	September-October	Septiembre-Octubre	Sep 1 - Oct 31	09, 10
`18`	November-December	Noviembre-Diciembre	Nov 1 - Dec 31	11, 12

Global Invoice Context

What is a Global Invoice?

A Global Invoice (Factura Global) is a CFDI document that consolidates multiple individual transactions from a specific period into a single invoice. This is commonly used by:

Retail businesses with many daily transactions

Service providers with recurring billing

Businesses with high transaction volumes

When to Use Periodicity Codes

Daily consolidation: Businesses that want to issue monthly summaries instead of individual receipts

Subscription services: Companies billing customers on monthly or bi-monthly cycles

Retail operations: Stores consolidating daily sales into periodic invoices

Service providers: Professional services billing on periodic schedules

Implementation Examples

API Request Example

{
  "global_invoice": {
    "periodicity": "01",
    "period_year": 2024,
    "start_date": "2024-01-01",
    "end_date": "2024-01-31",
    "total_transactions": 1250,
    "total_amount": 87500.00
  }
}

Validation Logic

Period Calculation Helper

Common Use Cases

Retail Business - Monthly Consolidation

Subscription Service - Bimester Billing

Professional Services - Quarterly Summary

Business Considerations

Choosing Between Monthly and Bimester Periods

Monthly Periods (01-12)

Advantages:

More granular reporting

Easier alignment with accounting cycles

Better cash flow tracking

Standard business reporting periods

Best for:

Businesses with seasonal variations

Companies requiring detailed monthly analysis

Organizations with monthly tax obligations

Bimester Periods (13-18)

Advantages:

Reduced administrative burden

Lower invoice processing costs

Simplified compliance for smaller businesses

Better for stable, recurring revenue

Best for:

Subscription-based businesses

Service providers with stable billing

Small businesses seeking simplification

Companies with consistent bi-monthly cycles

Important Notes

Period Completeness: Global invoices must cover complete periods - partial months or bimesters are not allowed

Tax Implications: The chosen periodicity affects tax reporting schedules and obligations

Customer Communication: Clearly communicate billing periods to customers using global invoices

Consistency: Maintain consistent periodicity choices for regulatory compliance

Leap Year Handling: February periods must account for leap years (29 days vs 28 days)

Error Prevention

Common Mistakes

Using partial periods (e.g., January 15-31 instead of full January)

Mixing monthly and bimester periods inconsistently

Incorrect date ranges for chosen periodicity

Forgetting leap year adjustments for February

Best Practices

Implement automated period calculation

Validate date ranges against periodicity codes

Maintain consistent periodicity choices

Document business reasons for periodicity selection

Test leap year scenarios

Integration with Other Catalogs

CFDI Usage Codes: Global invoices typically use "G01" (merchandise acquisition) or "G03" (general expenses)

Payment Methods: Usually "PUE" (immediate payment) for consolidated invoices

Tax Regimes: Compatible with all business tax regimes

System Requirements

Date validation for period boundaries

Leap year calculation capabilities

Period overlap detection

Automated period calculation

Invoice Globals - For general global invoice configuration

CFDI Usage Catalog - For compatible usage codes

Payment Methods Catalog - For payment timing options

Tax Regimes Catalog - For applicable tax regimes

Months and Bimesters Catalog (Meses y Bimestres)

Overview#

What We See#

How to Use It#

Usage Guidelines#

Periodicity Codes Table#

Individual Months (01-12)#

Bimesters (13-18)#

Global Invoice Context#

What is a Global Invoice?#

When to Use Periodicity Codes#

Implementation Examples#

API Request Example#

Validation Logic#

Period Calculation Helper#

Common Use Cases#

Retail Business - Monthly Consolidation#

Subscription Service - Bimester Billing#

Professional Services - Quarterly Summary#

Business Considerations#

Choosing Between Monthly and Bimester Periods#

Monthly Periods (01-12)#

Bimester Periods (13-18)#

Important Notes#

Error Prevention#

Common Mistakes#

Best Practices#

Integration with Other Catalogs#

Related Invoice Elements#

System Requirements#

Related Documentation#