Mexico: fields and invoice flow

Use this guide when the issuing business is configured for Mexican invoicing. Start with shared fields, then add the recipient’s Mexican fiscal data. The examples below describe the API’s CFDI flow.

Before the first invoice

Complete issuer setup for the intended team and environment. The owner must supply a valid CSD and complete the invoicing connection. The team SAT connection guide documents certificate upload. Use a test key and the synthetic fiscal customer from the recipe for the first practice run.

Customer fields

Field	Mexican meaning	Example
`tax_id`	Recipient RFC	Use the recipient’s registered RFC
`legal_name`	Registered name / razón social	Use the registered name
`tax_system`	Recipient’s SAT fiscal regime code	`601` in the test fixture
`address.zip`	Fiscal postal code, as a string	`"42501"` in the test fixture
`address.country`	Recipient country	`"MEX"` for a domestic recipient
`use`	Intended Uso CFDI	`"G03"` in the tutorial

The customer recipe includes a complete test fixture. Its example values are not defaults for your own customers. Creating a contact alone does not establish fiscal validity; inspect fiscal_validation when returned.

Invoice fields

Field	Mexican meaning	Tutorial example
`use`	Uso CFDI for this invoice	`"G03"`
`payment_method`	Payment timing	`"PUE"` or `"PPD"`
`payment_form`	SAT payment instrument code	`"03"` for a transfer; `"99"` in the PPD example
`items[].product_key`	SAT product/service classification	`"80101500"` for the consulting example
`items[].unit_key`	SAT unit code	`"E48"` in the consulting example
`items[].taxes`	Applicable tax type, rate, inclusion, and withholding	The tutorial uses `IVA` with rate `0.16`
`currency`, `exchange_rate`	Invoice currency and conversion	`"MXN"`, `1` in the tutorial

Choose the fiscal codes and taxes that match the actual sale. The tutorial’s 16% IVA example is not a universal rate. Use the Mexico · SAT catalogs section for code lists.

Follow a complete example

CFDI in five minutes: documents and payment timing explained through one sale.
Draft, preview, and issue: review before issuance, then retrieve XML and PDF.
Invoice now, get paid later: PPD, partial payments, and payment complements.
Create an invoiceable receipt: the customer requests their invoice later.
Issue a credit note: adjust the fiscal document without assuming a refund.
Cancel and verify a CFDI: separate a submitted cancellation from its final state.
Record or request a refund: distinguish refund records from returning money.

These Mexico recipes were exercised in staging with livemode: false. See verification coverage for the operations, observed responses, and limits. They do not establish equivalent behavior for another country’s provider.

Start here

Fields by country

Shared examples

Mexico · CFDI examples

Build and troubleshoot

Invoicing

Customers and payments

Mexico · SAT

Accounts

Mexico · SAT catalogs

Mexico: fields and invoice flow

Before the first invoice

Customer fields

Invoice fields

Follow a complete example

​Before the first invoice

​Customer fields

​Invoice fields

​Follow a complete example

Before the first invoice

Customer fields

Invoice fields

Follow a complete example