Fees
Law firms
Fee invoices with ISR and IVA withholdings when your client is a company. The PDF carries your firm's logo.
Invoice fees and retainers, and collect with automatic reminders.
For firms, consultants, agencies, doctors and independent professionals in Mexico. Fee invoices with ISR and IVA withholdings, monthly retainers as recurring invoices, quotes you turn into invoices, and collections with reminders, account statements and payment buttons. You pay for folios that never expire; Premium is an optional subscription.
Every way you bill, with its CFDI.
Fees, a monthly retainer, an advance, a visit. It all goes out as a CFDI 4.0 with its withholdings, and with a REP when payment comes later.
PPD · REP
Creative agencies
Invoice the project as PPD and, when the client pays in installments, record each payment and stamp the REP in the same step.
Quote · USD
Consulting
Send the quote (new) and, when the client approves it, turn it into an invoice. If you bill in dollars, the DOF exchange rate fills in automatically.
Retainer · Extras
Accounting firms
The monthly retainer goes out as a recurring invoice (new) on the date you choose. You add extra services from the client's recent line items.
Visit
Private practice doctors
Add the patient from their CSF and choose the CFDI use they ask for. If they don't need an invoice in their name, use Público en General.
Advance · Final payment
Architects · Engineers
Invoice the advance and, when you invoice the rest of the project, link that CFDI with related CFDIs.
Email · WhatsApp
PR · Marketing
As soon as you stamp, send the invoice by email or WhatsApp, or download the XML, PDF or ZIP for your client's accounts payable team.
From the fee to the payment, in the same account.
You invoice with withholdings, the retainer goes out on its own each month, and collections follow up with reminders until the payment arrives.
01
Fees with withholdings
Fee invoices with ISR and IVA withholdings when your client is a company. You set the rate that applies to your case; the total, the XML and the PDF already reflect it.
Fee invoice · sampleXIA190128J61
Subtotal$10,000.00
IVA 16%$1,600.00
ISR withheld−$1,000.00
IVA withheld−$1,066.67
Total$9,533.33
New02
Recurring retainers
Set up the retainer once, with its client and line items, and the invoice is issued on the date you choose each month. If the work starts with a quote, turn it into an invoice when the client approves it.
Upcoming invoicesScheduled
Oct 01Monthly retainer
$12,000.00Nov 01Monthly retainer
$12,000.00Dec 01Monthly retainer
$12,000.0003
Automated collections and REP
If you get paid later, issue as PPD. Your client gets automatic reminders and their account statement, and pays with the Stripe or Mercado Pago button on the invoice. Record the payment and stamp the REP in the same step.
Receivables
A-0871
Paid · REP stampedA-0872
Partial paymentA-0873
Reminder sentA-0874
Coming duePayment button: Stripe · Mercado Pago
What a firm uses to invoice and collect.
Fee invoices with withholdings, recurring retainers, quotes, automated collections with REP, clients added from their CSF and a PDF with your logo.
Fee invoices
A fee (honorarios) invoice with ISR and IVA withholdings on each line item. If you agreed on a total, “Match exact total” adjusts the invoice to that amount.
Recurring retainers New
Set up the monthly retainer once and it's issued on the date you choose. There's no time tracking: you invoice the amount you agreed with your client.
Quotes New
Send the quote with your line items and, when the client approves it, turn it into an invoice without retyping anything.
Automated collections
Automatic reminders to your clients, an account statement per client, and a Stripe or Mercado Pago payment button on the invoice.
REP in the same step
Record partial or full payments and stamp the REP in the same step. A board of overdue and upcoming invoices, plus a payments report.
Add clients from their CSF
Upload the client's Tax Status Certificate: RFC and idCIF are read and checked live with the SAT. Inactive taxpayers and certificates older than 6 months are rejected.
Your logo on the PDF
The Clásico template with your logo, plus a template per client. No logo yet? Generate one with AI using your monthly credits. With Premium, a gallery of PDF designs.
Email or WhatsApp
Send the invoice as soon as you stamp it, or email several at once. With Premium, it goes out from your own email (SMTP).
Catalog and recent line items
Search the SAT code in the catalog. Each client's recent line items show up when you invoice, so you don't retype them.
Credit notes and cancellations
The credit note pulls the line items from the related invoice. Cancel with reasons 01 to 04 and check the status with the SAT.
Users and permissions
Unlimited users with granular permissions, for example who can cancel invoices from previous months. Two-step verification per device.
AI assistant New
Ask which invoices are due this week or why a stamp was rejected: it answers, takes you to the screen, and highlights where to click. It prepares, you confirm.
An AI assistant inside your account.
It's on every screen of the app. It answers CFDI and platform questions, explains stamping errors, and answers about your firm's data: what you've invoiced, what's pending collection, a client's invoices. It prepares, you confirm: it never stamps, cancels, sends, or charges without your click.
New It has the same permissions as your user and doesn't give personalized tax advice; for that, it suggests your accountant. Guidance and navigation are free; questions about your data use AI credits, with a monthly quota included. You can also invoice by conversation, always with your confirmation.
Your data
“Which retainers are due this week?”
It answers with the invoices pending collection and exports them to Excel.
Errors
“Why was this stamp rejected?”
It explains the error in plain language and takes you to the field you need to fix.
Navigation
“Where do I change my invoice series?”
It takes you to the right screen and highlights where to click.
Support
“I want to talk to someone”
It hands you to a person on our team on WhatsApp, with the context of your question.
Every role in the firm, with what it needs.
One account for the firm: the team invoices with their own permissions, partners see what's collected and what's pending, the accountant downloads what they need and the client gets their CFDI.
Tip: ask a new client for their CSF. When you upload it, their tax details fill in and are checked with the SAT.
Partners
What's collected and what's pending, in plain sight
A tax dashboard built from your valid CFDIs (it accounts for REPs), account statements, and sales-by-client and payments reports. Export to Excel or PDF.
Team
Everyone with their own user
Unlimited users, each with the permissions you give them and two-step verification per device.
Accountant
XML and PDF whenever they ask
Download the period's XML and PDF in a ZIP. With your e.firma, sync your issued and received CFDIs with the SAT.
Client
Their invoice, wherever they want it
By email or WhatsApp, with your logo on the PDF, a payment button, and their REP when they pay later.
What firms ask us most.
Can I invoice professional fees with withholdings?
Yes. Issue a fee (honorarios) invoice and on each line item capture the ISR and IVA withholding at the rate that applies to your case (the one your accountant gives you). The total, the XML and the PDF already reflect it.
Can I invoice the monthly retainer automatically?
Yes, with recurring invoices (new): set up the retainer once, with its client and line items, and it's issued on the date you choose each month. Factura Digital doesn't track time; you invoice the amount you agreed with your client.
Can I send a quote before I invoice?
Yes. Quotes are new: build the quote with your line items, send it to your client and, when they approve it, turn it into an invoice without retyping anything.
What if my client pays later or in installments?
Issue the invoice as PPD. Your client gets automatic payment reminders and their account statement, and can pay with the Stripe or Mercado Pago button on the invoice. When each payment arrives, record it and stamp the REP in the same step. The board shows overdue and upcoming invoices, and the payments report tells you what you've already collected.
How do I add a new client?
Search by name or RFC and, if they aren't there, upload their Tax Status Certificate (CSF). RFC and idCIF are read and checked live with the SAT; if the taxpayer is inactive or the certificate is older than 6 months, you're warned before you invoice.
Can I send the invoice by WhatsApp?
Yes. After stamping, send it by email or WhatsApp, copy the UUID or download the XML, PDF or ZIP. With Premium, email goes out from your own email account (SMTP).
Does the invoice carry my logo?
Yes. The Clásico template carries your logo and you can assign a template per client. No logo? Generate one with AI using monthly credits. Premium adds the gallery of PDF designs and more credits.
Does it work for doctors in private practice?
Yes. Add the patient from their CSF and choose the CFDI use they ask for. If the patient doesn't need an invoice in their name, use the Público en General button.
What does the AI assistant do?
It's new and it's on every screen of the app. It answers CFDI and platform questions, explains stamping errors, takes you to the right screen, and answers about your data: what you've invoiced, what's pending collection, a client's invoices, with export to Excel. It prepares, you confirm: it never stamps, cancels, sends, or charges without your click. It doesn't give personalized tax advice; for that, your accountant.
How much does it cost?
You pay for folios that never expire. Each stamped CFDI uses 1 folio (invoice, credit note or REP); canceling doesn't use one. When you sign up you get 10 free folios, one time, no card. Premium is an optional subscription: $450 MXN a month or $4,500 MXN a year, VAT included, and it gives you 15% off folios.
Invoice your fees with 10 free folios.
10 free folios, one time · No card · Folios that never expire