Issue a credit note for a discount

Mexico example. This walkthrough uses the Mexican CFDI flow. For another issuing country, start with shared fields and country rules.

Case: after issuing the consulting invoice, you grant a MXN 100 discount plus MXN 16 IVA. A credit note records the fiscal adjustment. It does not refund money through a payment processor. Use INVOICE_UUID from the invoice recipe. This example uses a CFDI E related to the original CFDI with relationship 01 (nota de crédito). The exact treatment must match the underlying transaction.

set -euo pipefail
jq --arg uuid "$INVOICE_UUID" 'del(.invoice_type) + {
  payment_method: "PUE",
  payment_form: "03",
  idempotency_key: "order-1042-credit-1",
  related_documents: [{relationship: "01", documents: [$uuid]}],
  items: [.items[0] + {unit_price: 100}]
}' draft-body.json > credit-note-body.json

curl --fail-with-body "$GIGSTACK_BASE_URL/invoices/egress" \
  -H "Authorization: Bearer $GIGSTACK_API_KEY" \
  -H 'Content-Type: application/json' \
  --data @credit-note-body.json > credit-note.json

jq '.data | {uuid, invoice_type, status, subtotal, taxes, total, livemode}' credit-note.json

Observed in test mode: HTTP 200, a new UUID, invoice_type: "E", status: "valid", subtotal 100, taxes 16, total 116, and livemode: false. Keep both UUIDs and verify the relationship on the new document. Use the recipient and fiscal values appropriate to the credit note; do not treat these example codes as defaults. See invoice relationships and the full egress contract.

Credit note, refund, or cancellation?

Intent	Operation to investigate
Document a fiscal discount or return	Egress CFDI / credit note
Return money through the payment processor	Refund payment
Cancel an issued CFDI	Cancel invoice
Discard an unissued draft	Delete draft

Each operation has its own result and restrictions. Completing one does not establish that the others happened. In particular, requesting CFDI cancellation is not always confirmation that the cancellation is final.

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Mexico · CFDI examples

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Issue a credit note for a discount

Credit note, refund, or cancellation?

​Credit note, refund, or cancellation?

Credit note, refund, or cancellation?