SAT Mexico

Issue CFDI invoices, onboard suppliers, and manage compliant submissions to Mexico’s tax authority (SAT).

Description

SAT Mexico

View implementation guide ›

Developer	Invopop
Category	Government
Scope	B2B, B2C, B2G
Country	Mexico

Invopop’s SAT Mexico app enables full compliance with Mexico’s CFDI e-invoicing framework. Use ready-made workflows to register suppliers, authorize the local PAC, and issue CFDI v4 invoices directly from Invopop. The app integrates with our local provider (SW Sapiens) to sign and stamp documents and deliver them to SAT.

Key Features

• Workflow Automation: The app makes workflow steps available for post-registration, supplier registration, and issuing invoices through SAT.
• PDF Generation: Optional PDF creation with configurable layout, locale, and formatting.
• PAC authorization: One-time e.firma (FIEL) sign-off to allow the PAC to stamp and submit CFDIs on your behalf.
• CFDI v4 compliance: Validations and transformations powered by the GOBL library and the mx-cfdi-v4 addon.
• Supplier onboarding: Collect RFC and fiscal regime code; upload CSD (certificate & key) and activate via a secure registration link.
• White-Label Support: Invoicing can be performed either under a client’s brand (white-label) or directly by the issuing organization, according to operational needs. Make sure to check out our SAT Mexico Guide for instructions on how to issue invoices and onboard suppliers.

Actions

The following workflow actions will be available once you install and enable this app:

Send to SAT (Mexico)

Send GOBL invoices to the Mexican SAT using the CFDI format.

Add SAT registration link

Start the process of registering a GOBL party with the Mexican SAT by generating a link for them to use to upload their certificate.

Workflows

The following templates help you get started quickly. Use them as is or as a base for your own flows.

SAT Mexico post-registration

Mark suppliers as registered after successful onboarding.

Example SAT supplier post-registration workflow with states

{
  "name": "SAT supplier post-registration",
  "description": "Sets suppliers as registered",
  "schema": "org/party",
  "steps": [
    {
      "id": "7e8d8070-3870-11ef-af29-4533d56cea03",
      "name": "Set State",
      "config": {
        "state": "registered"
      },
      "summary": "Set state to `registered`{.state .registered}",
      "provider": "silo.state"
    }
  ],
  "rescue": []
}

SAT Mexico register supplier

Adds a registration link to a supplier to upload digital certificates to issue CFDI-compliant e-invoices.

Example SAT register supplier workflow with states

{
  "name": "SAT register supplier",
  "description": "Register a supplier in SAT Mexico",
  "schema": "org/party",
  "steps": [
    {
      "id": "1a9bcde0-a816-11ef-87b2-fd751e6d3b88",
      "name": "Sign Envelope",
      "provider": "silo.close"
    },
    {
      "id": "2061c540-a816-11ef-87b2-fd751e6d3b88",
      "name": "Register SAT Issuer (Mexico)",
      "provider": "sat-mx.register"
    },
    {
      "id": "6f9282a0-3870-11ef-af29-4533d56cea03",
      "name": "Set State",
      "config": {
        "state": "processing"
      },
      "summary": "Set state to `processing`{.state .processing}",
      "provider": "silo.state"
    }
  ],
  "rescue": [
    {
      "id": "9a7b3d50-1358-11ef-af96-a18cfb3774fa",
      "name": "Set State",
      "config": {
        "state": "error"
      },
      "provider": "silo.state",
      "summary": "Set state to `error`{.state .error}"
    }
  ]
}

SAT Mexico issue invoice

Issue a CFDI through SAT with optional PDF generation.

Example SAT issue invoice workflow with states

{
  "name": "SAT issue invoice",
  "description": "Issue an invoice and and generate PDF",
  "schema": "bill/invoice",
  "steps": [
    {
      "id": "3cbf8d50-a819-11ef-87b2-fd751e6d3b88",
      "name": "Add Sequential Code",
      "provider": "sequence.enumerate",
      "summary": "Dynamic · SAT Invoices · 000001",
      "config": {
        "padding": 6,
        "start": 1
      }
    },
    {
      "id": "fc75e4f0-8721-11ef-a962-73e3f2037a52",
      "name": "Sign Envelope",
      "provider": "silo.close"
    },
    {
      "id": "1f60a0b0-ea9f-11ee-8846-3d414f6173e4",
      "name": "Send to SAT (Mexico)",
      "config": {
        "generate_pdf": false,
        "prepaid": false
      },
      "provider": "sat-mx"
    },
    {
      "id": "7a645420-1358-11ef-af96-a18cfb3774fa",
      "name": "Generate PDF",
      "provider": "pdf",
      "summary": "English",
      "config": {
        "layout": "Letter",
        "logo_height": 40,
        "locale": "en",
        "date_format": "%Y-%m-%d"
      }
    },
    {
      "id": "85bf20c0-1358-11ef-af96-a18cfb3774fa",
      "name": "Set State",
      "config": {
        "state": "sent"
      },
      "provider": "silo.state",
      "summary": "Set state to `sent`{.state .sent}"
    }
  ],
  "rescue": [
    {
      "id": "9a7b3d50-1358-11ef-af96-a18cfb3774fa",
      "name": "Set State",
      "config": {
        "state": "error"
      },
      "provider": "silo.state",
      "summary": "Set state to `error`{.state .error}"
    }
  ]
}

Documents

Paste into the Invopop Console (developer mode) or GOBL Builder.

SAT Mexico supplier

SAT Mexico supplier example

{
  "$schema": "https://gobl.org/draft-0/org/party",
  "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
  "name": "ESCUELA KEMPER URGATE",
  "tax_id": {
    "country": "MX",
    "code": "EKU9003173C9"
  },
  "ext": {
    "mx-cfdi-fiscal-regime": "601"
  }
}

B2B invoice (Personas Morales)

In this example, we’re issuing a standard B2B invoice from a Mexican supplier (Persona Moral) to another Mexican business customer (Persona Moral).

Notice:

• the minimal version (sat-b2b.min.mdx) contains only the essential fields required to create the invoice,
• the mx-cfdi-v4 addon ensures the document will be validated using the SAT CFDI 4.0 rules built into the GOBL library,
• both supplier and customer have their RFC (tax identification) and fiscal regime properly specified,
• there are no totals or calculations in the minimal version; all these will be calculated automatically when running gobl build,
• the built version (sat-b2b.mdx) shows the normalized document with calculated totals, line item sums, tax breakdowns (IVA), and automatically generated fields, and,
• make sure to process it with the appropriate SAT workflow to generate the CFDI XML and obtain the fiscal stamp.

SAT B2B Invoice

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$regime": "MX",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "series": "XXMX",
  "tax": {
    "ext": {
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "addresses": [
      {
        "street": "Julia Navarrete No. 1430",
        "locality": "Guadalajara",
        "region": "Jalisco",
        "code": "44100",
        "country": "MX"
      }
    ],
    "emails": [
      {
        "addr": "[e-mail]"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "customer": {
    "name": "UNIVERSIDAD ROBOTICA ESPAÑOLA",
    "tax_id": {
      "country": "MX",
      "code": "URE180429TM6"
    },
    "addresses": [
      {
        "locality": "Ciudad de Mexico",
        "region": "Ciudad de Mexico",
        "code": "86991",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "601",
      "mx-cfdi-post-code": "86991",
      "mx-cfdi-use": "G01"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "name": "Standard Plan",
        "price": "1000.00",
        "ext": {
          "mx-cfdi-prod-serv": "81112002"
        }
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ]
}

B2C invoice (Personas Físicas)

In this example, we’re issuing a B2C invoice from a Mexican supplier to an individual customer (Persona Física).

Notice:

• the customer is identified as a Persona Física with their RFC and fiscal regime,
• the minimal version contains only essential fields; calculations are handled by GOBL,
• when running gobl build, the system automatically calculates totals, applies IVA (VAT), and normalizes the document according to SAT requirements,
• the built version shows all calculated fields including tax breakdowns, line totals, and final amounts,
• the mx-cfdi-v4 addon validates the document structure for Personas Físicas transactions, and,
• the CFDI will be stamped by the PAC (Proveedor Autorizado de Certificación) after processing through the workflow.

SAT B2C Invoice

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$regime": "MX",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "series": "XXMX",
  "tax": {
    "ext": {
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "uuid": "018fbeda-bc61-7000-b66d-398ce3e21c43",
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "addresses": [
      {
        "street": "Julia Navarrete No. 1430",
        "locality": "Guadalajara",
        "region": "Jalisco",
        "code": "44100",
        "country": "MX"
      }
    ],
    "emails": [
      {
        "addr": "[e-mail]"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "customer": {
    "name": "LUIS IAN ÑUZCO",
    "tax_id": {
      "country": "MX",
      "code": "IAÑL750210963"
    },
    "addresses": [
      {
        "locality": "Ciudad de Mexico",
        "region": "Ciudad de Mexico",
        "code": "85256",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "616",
      "mx-cfdi-use": "S01"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "name": "Standard Plan",
        "price": "500.00",
        "ext": {
          "mx-cfdi-prod-serv": "81112002"
        }
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ]
}

Simplified invoice (Factura al público en general)

In this example, we’re issuing a simplified invoice to the general public without specific customer details.

Notice:

• the customer is set to “Público en General” (RFC: XAXX010101000) as per SAT requirements for general public invoices,
• the minimal version omits calculations; gobl build will handle all totals and tax computations,
• when running gobl build, the system automatically calculates IVA, line totals, and applies the simplified invoice rules,
• the built version shows the normalized document with all calculated fields and validations applied,
• simplified invoices have specific requirements in CFDI 4.0, which are automatically validated by the addon, and,
• these invoices are commonly used for retail transactions where customer identification is not required.

SAT Mexico simplified invoice

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$regime": "MX",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "$tags": [
    "simplified"
  ],
  "series": "TEST",
  "code": "00001",
  "tax": {
    "ext": {
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "name": "Cobro por tarjetas",
        "price": "10.00",
        "ext": {
          "mx-cfdi-prod-serv": "84141602"
        }
      },
      "discounts": [
        {
          "percent": "10.0%",
          "amount": "1.00"
        }
      ],
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    },
    {
      "quantity": "1",
      "item": {
        "name": "Porcentaje sobre GMV",
        "price": "10.00",
        "unit": "service",
        "ext": {
          "mx-cfdi-prod-serv": "80141628"
        }
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ],
  "payment": {
    "terms": {
      "notes": "Condiciones de pago"
    }
  }
}

Global invoice

In this example, we’re issuing a global invoice that summarizes multiple transactions from a specific period (daily, weekly, or monthly).

Notice:

• global invoices consolidate multiple sales to the general public into a single CFDI document,
• the minimal version includes only essential fields; totals for all consolidated transactions are calculated by GOBL,
• when running gobl build, the system aggregates line items, calculates total IVA, and applies global invoice-specific validations,
• the built version shows the complete document with all calculated totals, tax summaries, and period information,
• global invoices must be issued within specific timeframes as defined by SAT regulations, and,
• these are commonly used by businesses with high volumes of small transactions to the general public.

SAT Mexico global invoice

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "$tags": [
    "global"
  ],
  "series": "GLOBAL",
  "code": "0001",
  "tax": {
    "ext": {
      "mx-cfdi-global-month": "03",
      "mx-cfdi-global-period": "04",
      "mx-cfdi-global-year": "2025",
      "mx-cfdi-issue-place": "44100"
    }
  },
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "ext": {
      "mx-cfdi-fiscal-regime": "601"
    }
  },
  "lines": [
    {
      "quantity": "1",
      "item": {
        "ref": "SALE1",
        "name": "Sale 1",
        "price": "10.00"
      },
      "discounts": [
        {
          "percent": "10.0%"
        }
      ],
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    },
    {
      "quantity": "1",
      "item": {
        "ref": "SALE2",
        "name": "Sale 2",
        "price": "20.00"
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ],
  "payment": {
    "advances": [
      {
        "key": "cash",
        "description": "Prepaid",
        "percent": "100%"
      }
    ]
  }
}

Credit note

In this example, we’re issuing a credit note (nota de crédito) to correct, cancel, or refund a previously issued invoice.

Notice:

• the type field is set to credit-note to indicate this is a corrective document,
• the preceding field contains references to the original invoice(s) being corrected with the relationship type,
• the minimal version includes only essential correction details; gobl build calculates the negative amounts,
• when running gobl build, the system automatically calculates negative totals, tax refunds, validates the relationship with the original invoice, and applies CFDI credit note rules,
• the built version shows all calculated fields including negative amounts for the refund and proper tax adjustments,
• credit notes must be properly linked to the original CFDI using the UUID and relationship type, and,
• the PAC will validate the credit note against the original invoice before stamping.

SAT Mexico credit note

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "$addons": [
    "mx-cfdi-v4"
  ],
  "type": "credit-note",
  "series": "CN",
  "code": "0003",
  "preceding": [
    {
      "series": "TEST",
      "code": "0001",
      "issue_date": "2023-07-10",
      "issue_time": "12:00:00",
      "stamps": [
        {
          "prv": "sat-uuid",
          "val": "1fac4464-1111-0000-1111-cd37179db12e"
        }
      ]
    }
  ],
  "supplier": {
    "name": "ESCUELA KEMPER URGATE",
    "tax_id": {
      "country": "MX",
      "code": "EKU9003173C9"
    },
    "addresses": [
      {
        "street": "Julia Navarrete No. 1430",
        "locality": "Guadalajara",
        "region": "Jalisco",
        "code": "44100",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "615"
    }
  },
  "customer": {
    "name": "UNIVERSIDAD ROBOTICA ESPAÑOLA",
    "tax_id": {
      "country": "MX",
      "code": "URE180429TM6"
    },
    "addresses": [
      {
        "locality": "Ciudad de Mexico",
        "region": "Ciudad de Mexico",
        "code": "86991",
        "country": "MX"
      }
    ],
    "ext": {
      "mx-cfdi-fiscal-regime": "624",
      "mx-cfdi-use": "G01"
    }
  },
  "lines": [
    {
      "quantity": "2",
      "item": {
        "name": "Cigarros",
        "ext": {
          "mx-cfdi-prod-serv": "50211502"
        },
        "price": "100.1010",
        "unit": "piece"
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ],
  "payment": {
    "terms": {
      "notes": "Pago a 30 días."
    }
  }
}

Copy and paste these documents into the GOBL builder in order to preview and verify them.

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🇲🇽 Invopop resources for Mexico

Compliance	Invoicing compliance in Mexico Compliance timeline
Apps	SAT Mexico
Guides	SAT Mexico Guide
FAQ	Mexico FAQ
GOBL	Mexico Tax Regime Mexican SAT CFDI Addon
GitHub	gobl.cfdi

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