CFDI 4.0 · Complete system

Electronic invoicing without the hassle

Generate all types of CFDIs, manage accounts receivable, customize your PDFs, and get real-time reports. All from an intuitive web system with over 100 million CFDIs stamped.

Dashboard

Your business in numbers, in real time

Visualize charts with date filters to track whether your revenue is growing and expenses are decreasing.

Over 8 real-time indicator widgets
Customizable date range filters
Revenue vs. expenses comparison
Trends and best months identified
Data updated instantly

Invoiced this month

$487,320

+12%

CFDIs issued

1,248

+8%

Collected

$412,890

+15%

Outstanding

$74,430

-6%

Monthly expenses

$156,200

-4%

Payment complements

89

+22%

Cancellations

3

-50%

Active clients

342

+5%
Document types

Create any type of CFDI

From a sales invoice to a transfer Carta Porte. Select the document type and the system adapts.

Revenue CFDI

Invoice
Fee receipt
Lease receipt
Donation receipt
Debit note

Expense CFDI

Credit note

Payment CFDI

Payment receipt

Carta Porte

Revenue
Transfer

Document

Quotation
Delivery note
Smart invoicing

Designed to save you time

Every detail of the invoicing system is built to help you issue CFDIs faster and error-free.

Smart autocomplete

Type 2 or 3 letters of your client's name or RFC and the system autocompletes all their information: payment method, payment form, CFDI usage, postal code, tax regime, whether it's an export, and more.

Automatic series and folios

Define folio ranges and series by document type (revenue, expense, transfer) and assign them to branches. Folios increment automatically and consecutively. Your accountant will love it!

Multi-branch

Register unlimited branches, each with its own series and folios. Restrict users so they can only view the CFDIs for their assigned branch.

Invoice up to 72 hours back

Missed issuing an invoice? You can set the date up to 72 hours back at a specific time. You still have time to issue it without any issues.

Delivery addresses

Store multiple delivery addresses per client directly in your catalog. Easily include them in the CFDI as an optional field.

Notes and comments

Add notes and comments that will be displayed directly on your PDF. Ideal for payment instructions, references, or special notes.

Bulk line item upload

Upload thousands of line items in a single click using our Excel template. Select the file and in seconds all line items will be ready for invoicing.

IEDU complement

For educational institutions: student name, CURP, education level, RVOE authorization, and payer RFC directly in your XML and PDF, 100% tax-deductible per SAT guidelines.

Customizable taxes

Configure per line item: IVA (16%, 8%, 0%, exempt), IEPS, IVA withholding, automatic ⅔ IVA withholding, ISR withholding, discounts by percentage or amount, and property tax account number.

Multi-currency

Invoice in any currency. The USD exchange rate is automatically fetched from the Official Gazette. No manual entry needed.

Terms and related CFDIs

Add payment terms, purchase order numbers, payment due dates, custom decimals per line item, multiple tax regimes, and related CFDIs with their relationship type.

Customs declarations in line items

Add customs declaration numbers directly to your invoice line items, a requirement for import and foreign trade operations.

Lookup and management

Full control of your CFDIs

Look up, filter, send, collect, and download. Everything you need to manage your invoicing in one place.

Advanced search

Filter by date range, collection status, CFDI status (active or cancelled), client name, RFC, fiscal UUID, folio, series, or external point-of-sale reference.

Automatic calculations

View real-time period totals: subtotal, discounts, IEPS, IVA, withholdings, and the grand total of all CFDIs. Know exactly how much you invoiced.

Read confirmation

Send CFDIs by email and get real-time read confirmation. See whether your client opened the email or not. They can no longer say they didn't receive the invoice.

Accounts receivable management

Apply partial and full payments per CFDI. When applying a payment, decide in a couple of clicks whether to generate the payment complement. Full control in one place.

Bulk sending

Select multiple CFDIs and send them by email in bulk. Save hours of manual work at month-end.

Bulk download and export

Download all your XMLs and PDFs in a ZIP organized by month and document type. Export detailed listings to Excel, PDF, or simply copy and print.

Notes per CFDI

Add internal notes and observations directly in the CFDI listing. Ideal for collection reminders or internal references.

5-year history

Look up your issued and received CFDIs up to 5 years back. Your entire tax history organized and accessible instantly.

Reports

Reports your accountant will love

From SAT reconciliation to sales breakdowns by branch. All exportable to Excel.

SAT reconciliation

Automatically compare your CFDIs against the SAT's records, one by one. Detect status discrepancies, duplicate CFDIs, or invoices issued in your name that you don't recognize.

Sales by branch

Detailed sales report grouped by branch with totals, comparisons, and Excel export.

Sales by client

Identify your top clients with sales reports grouped by recipient. Analyze your portfolio.

Total sales

Global view of all your sales with subtotals, taxes, withholdings, and net receivable.

Detailed sales by branch

Line item-level breakdown by branch. Reports exportable directly to Excel for your accounting.

Payments and complements

Report of received payments and issued complements. Quickly identify which invoices have pending complements to issue.

Cancellation monitor

Identify if a recipient did not accept the cancellation in their tax mailbox. Avoid status discrepancies or undue tax payments due to incomplete cancellations.

Customization and settings

Your system, your way

From your PDF design to user permissions. Configure everything without depending on anyone.

PDF design

Upload your logo, change colors, or edit your PDF with a 100% configurable HTML template. Change fonts, layout, watermarks, banners, bank accounts, and payment instructions. Manage multiple templates for different trade names under the same RFC.

Custom SMTP server

Configure your own SMTP server to send CFDIs from your corporate domain. Customize the email design, logo, colors, and message. Optional: by default, we use Amazon SES at no additional cost to you.

Users, roles, and permissions

With the Premium package: up to one thousand users with granular roles and permissions. Define who can invoice, look up, configure, or only view their own CFDIs. The super administrator always has full control.

Unlimited catalogs

Unlimited client and product catalog with bulk import and export from Excel. Your entire database organized and always at hand.

Tax settings

Tax information, multiple tax regimes, stamping mode (test or production), sandbox environment, unlimited branches, and series by document type.

Global self-invoicing

Generate global invoices for public sales over a selected date range. Comply with SAT regulations automatically.

Questions about the invoicing system

Questions about the invoicing system

Can I invoice from my phone or tablet?
Yes, Factura Digital is a 100% responsive web application. You can generate, look up, and send CFDIs from any device with a web browser: computer, tablet, or phone.
How many documents can I issue?
You can issue as many CFDIs as the stamps in your purchased package allow. Stamps never expire and the stamping API is included at no additional cost with all packages.
Can I use the system with multiple RFCs?
Each account is linked to one RFC. If you need to invoice with multiple RFCs, you can create one account per RFC. If you need a centralized solution, contact us for a custom quote.
Do reports include line item breakdowns?
Yes, detailed reports include line item breakdowns with description, quantity, unit, unit price, taxes, and total. All reports are exportable to Excel.
How does read confirmation work?
When you send a CFDI by email, the system records when the recipient opens the email. You'll see an open envelope icon (read) or closed envelope icon (unread) along with the exact date and time.
Can I fully customize my PDF?
Yes, the PDF design is 100% configurable through an HTML template. You can modify fonts, colors, layout, logo, watermark, banners, bank accounts, and more. You can also manage multiple templates if you have different trade names under a single RFC.

Start invoicing today

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