Invoice maker for Mexico
Quotes and invoices for Mexico with your RFC and IVA, written in Spanish.
Local rules
How invoicing works in Mexico
In Mexico the fiscal invoice is the CFDI, an electronic invoice stamped through a PAC or the SAT portal. Use BillHeron for quotes (cotizaciones), notas de venta and invoices to clients abroad, with your RFC and 16% IVA, in Spanish and on Letter paper.
At a glance
Invoicing in Mexico
- Currency
- Mexican peso (MXN, $)
- Tax
- IVA (impuesto al valor agregado)
- Tax number
- RFC: 13 characters for individuals, 12 for companies
- Registration
- There's no general small business exemption from IVA. Individuals with income up to MX$3.5 million a year can use RESICO for lower income tax, and still charge IVA.
Legal requirements
What an invoice in Mexico must include
What the rules in Mexico ask for. Every item has its own field in the editor above.
- Your RFC, name or company name and tax regime
- The client's RFC, exact name, tax regime and fiscal postal code
- The CFDI use (uso del CFDI) and the payment form and method (PUE or PPD)
- SAT product or service code and unit code for each line
- Description, quantity, unit price and amount
- IVA transferred and any taxes withheld
- The folio fiscal (UUID) and digital seal from the stamping
Tax rates
IVA rates in Mexico
Set the rate once for the whole invoice, or per item when different rates apply.
| Rate | % | Applies to |
|---|---|---|
| General | 16% | Most goods and services |
| Border region | 8% | Qualifying businesses in the northern and southern border regions |
| Zero | 0% | For example basic food, medicines and exports |
Good to know
CFDI 4.0
A fiscal invoice in Mexico is a CFDI: an XML file stamped by a PAC or on the SAT portal, with a folio fiscal (UUID). The client's name, RFC, tax regime and postal code must match their Constancia de Situación Fiscal exactly.
PUE or PPD
Paid at once? The CFDI is PUE. Paid later or in parts? It's PPD, and each payment needs a complemento de pago (REP) within the month after the payment.
Retenciones
When an individual with a professional activity bills a company, the company withholds 10% ISR and two thirds of the IVA. Under RESICO the ISR withholding is 1.25%. Show them on the invoice as deductions.
This is general information, not tax advice. Rules and rates can change, so check the latest with the SAT or your accountant.
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FAQ
Frequently asked questions
Can I use a PDF invoice in Mexico?
Not as the fiscal invoice: in Mexico that's the CFDI, stamped through a PAC or the SAT portal. A PDF is useful for quotes (cotizaciones), notas de venta, payment requests and invoices to clients abroad, next to your CFDI.
What does a CFDI 4.0 need?
Both parties' RFC and exact names, the tax regime of both, the client's fiscal postal code, the CFDI use, the payment form and method, SAT product and unit codes, the description, quantity and price, the taxes transferred and withheld, and the folio fiscal and digital seal from the stamping.
What's the difference between PUE and PPD?
PUE (pago en una sola exhibición) means the invoice is paid at once. PPD (pago en parcialidades o diferido) means it's paid later or in parts, and every payment needs its own complemento de pago.
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