jacobburrell
commented
3 weeks ago There are several APIs available that can handle the complexity of generating and managing CFDIs, but, as far as I know, all of these services are paid. For example, factura.com offers an API for handling this process.
Ideally, we would have an API provided directly by the SAT (Mexican Tax Administration Service) to avoid relying on third parties. Unfortunately, such an API doesn't seem to exist. Instead, we're required to work with certified providers (PACs – Proveedores Autorizados de Certificación) authorized by the SAT to issue and validate CFDIs. The problem is that many of these PACs are perceived as corrupt or unreliable, forcing us to go through intermediaries that don't always inspire confidence.
If Invoice Ninja could integrate support for one of these APIs or, even better, work towards a more direct connection with the SAT (should that ever become possible), it would be extremely valuable to users in Mexico dealing with CFDIs.
turbo124
What version of Invoice Ninja are you running? ie v4.5 / v5 v5
What environment are you running? Docker
Have you searched existing issues/requests? Yes, this issue slightly mentions it in a roundabout way but doesn't directly request CFDI compliance.
Screenshots
Additional context Secretary of ecommerce definition
The Digital Tax Receipt by Internet (CFDI) is an electronic invoice that describes a good or service purchased, the transaction date, the cost, and the corresponding taxes related to the payment of that transaction.
The CFDI validates operations carried out by individuals and legal entities before the SAT (Mexican Tax Administration Service), making it an essential element when starting a business.
The explanation is generally correct but can be improved for clarity and precision. Here's an enhanced version:
The CFDI is more than just a specific invoice format; it involves a direct registration process with the Mexican tax authority (SAT). For each invoice issued, you must digitally sign it using your private key, linking it to the SAT in real time. This step generates a unique digital certificate for that specific invoice, confirming its validity with the tax authority.
Additionally, when invoicing a client, especially for tax-deductible expenses, their information must be entered exactly as it is registered with the SAT. This includes precise spelling, capitalization, and formatting, ensuring that the invoice can be properly recognized by the tax system. Any discrepancies can prevent the invoice from being accepted for tax purposes.