Mexico Electronic Invoicing Overview
In Mexico, taxpayers are required to use electronic invoicing for all their business transactions. The electronic invoicing in Mexico is known as CFDI (Digital Tax Receipt via Internet) and must follow a specific format prescribed by the SAT.
The Mexico Localization SuiteApp enables you to generate and process outbound and inbound e-documents to comply with CFDIs in Mexico.
The Mexico Localization Electronic Invoicing feature complies with the CFDI version 4.0.
With Mexico Localization SuiteApp v2.12 or higher, and Electronic Invoicing v9.02 or higher, there are limits on the number of items and lines in Customer Payment transaction certification:
-
On accounts that do not have SuiteTax enabled, with up to 500 lines per transaction and one tax applied to them, up to 50 invoices are supported in single transaction.
-
On accounts that have SuiteTax enabled, with up to 500 lines per transaction and one tax applied to them, up to 50 invoices are supported in a single transaction.
-
On accounts that have SuiteTax enabled, with up to 20 lines per transaction and one tax applied to them, up to 300 invoices are supported in a single transaction.
Note that these numbers are not absolute and may vary according to server status and account customizations. Limitations by the PAC and the SAT can also influence the certification of Customer Payment transactions.
The following table lists the transaction types currently delivered by outbound and inbound Mexico Electronic Invoicing:
|
Outbound |
Inbound |
|---|---|
|
Invoice |
Bill |
|
Cash Sale |
— |
|
Credit Memo |
— |
|
Item fulfillment |
— |
|
Customer Payment |
— |
The XML e-documents generated from the supported transactions require certification from the SAT as a prior step to being forwarded to customers.
In Mexico, PACs (certification providers authorized by the SAT) are responsible for all communications between NetSuite and the Mexican tax authority for certification purposes.
After the CFDI is approved and stamped by the SAT, the PAC returns the certified CFDI to NetSuite.
The Mexico Localization SuiteApp includes integration with the following pre-configured Mexican PACs:
-
MySuite
-
Solución Factible
You can also integrate NetSuite with other PACs that are certified by the SAT. For information about setting up Electronic Invoicing, see Electronic Invoicing Administrator Guide.
The SuiteApp also includes default e-document packages containing sending methods for certification and e-document templates in XML format to let you integrate with the PACs.
|
Package |
Certification Sending Method |
Template Name |
|---|---|---|
|
MySuite E-Document Package |
MySuite Sending Method |
|
|
Solución Factible E-Document Package |
Solución Factible Sending Method |
|
An inbound e-document template is also included to help you generate Vendor Bills from received invoices:
|
Package |
Template Name |
|---|---|
|
Default E-Document Package |
Inbound vendor bill template |
The templates included in the SuiteApp are adapted to the specific format used by the PAC to fulfill SAT standards.