> ## Documentation Index
> Fetch the complete documentation index at: https://docs-mx.taxo.ws/llms.txt
> Use this file to discover all available pages before exploring further.

# CFDI Invoices

> Understanding Mexico's electronic invoicing system and CFDI document extraction

## Overview

**CFDI (Comprobante Fiscal Digital por Internet)** is Mexico's electronic invoicing system mandated by SAT. All business transactions in Mexico must be documented using CFDI invoices, which are digitally signed XML documents that can also have PDF representations.

## What are CFDI Invoices?

CFDI invoices are the foundation of Mexico's digital tax system. Every sale, purchase, service, or transfer of goods must be documented with a CFDI that:

* Contains structured data in XML format
* Is digitally signed by the issuer
* Is validated and stamped by SAT
* Includes unique fiscal identifiers (UUID)

<AccordionGroup>
  <Accordion title="CFDI Structure" icon="code">
    Every CFDI contains essential fiscal information:

    ```xml theme={null}
    <cfdi:Comprobante>
      <cfdi:Emisor Rfc="GACJ841128A87" Nombre="Empresa Emisora"/>
      <cfdi:Receptor Rfc="XAXX010101000" Nombre="Receptor"/>
      <cfdi:Conceptos>
        <cfdi:Concepto Descripcion="Product/Service" Importe="1000.00"/>
      </cfdi:Conceptos>
      <cfdi:Impuestos TotalImpuestosTrasladados="160.00"/>
      <tfd:TimbreFiscalDigital UUID="12345678-1234-1234-1234-123456789012"/>
    </cfdi:Comprobante>
    ```
  </Accordion>

  <Accordion title="Digital Signatures" icon="certificate">
    CFDI invoices include multiple digital signatures:

    * **Issuer Signature**: Created by the issuer using their FIEL
    * **SAT Stamp**: Applied by SAT's authorized providers (PAC)
    * **UUID**: Unique identifier assigned by SAT for each CFDI
  </Accordion>

  <Accordion title="Available Formats" icon="file">
    CFDI invoices can be retrieved in multiple formats:

    * **XML**: Original structured data with all fiscal information
    * **PDF**: Human-readable representation for printing and sharing
    * **Metadata**: Extracted key fields for integration
  </Accordion>
</AccordionGroup>

## CFDI Types and Use Cases

### Invoice Directions

<CardGroup cols={2}>
  <Card title="Inbound Invoices" icon="arrow-down">
    **Received by your company**

    * Supplier invoices
    * Expense documentation
    * Accounts payable
    * Tax deductible expenses
  </Card>

  <Card title="Outbound Invoices" icon="arrow-up">
    **Issued by your company**

    * Customer invoices
    * Revenue documentation
    * Accounts receivable
    * Tax obligations
  </Card>
</CardGroup>

### Common CFDI Document Types

| Type Code | Description         | Use Case                            |
| --------- | ------------------- | ----------------------------------- |
| `I`       | Ingreso (Income)    | Sales invoices, service billing     |
| `E`       | Egreso (Expense)    | Credit notes, refunds               |
| `T`       | Traslado (Transfer) | Goods movement, inventory transfers |
| `P`       | Pago (Payment)      | Payment complements                 |
| `N`       | Nómina (Payroll)    | Employee salary payments            |

## Extracting CFDI Invoices

### Basic Extraction Request

```json theme={null}
{
  "subject": {
    "identifier": "GACJ841128A87"
  },
  "credentials": {
    "SAT": {
      "type": "USERNAME_PASSWORD",
      "username": "GACJ841128A87",
      "password": "CIEC_PASSWORD"
    }
  },
  "options": {
    "informationType": "INVOICE",
    "direction": "INBOUND",
    "period": {
      "from": "2024-01-01",
      "to": "2024-01-31"
    }
  }
}
```

### Advanced Filtering

<CodeGroup>
  ```json Specific Issuer theme={null}
  {
    "filters": {
      "emitter": {
        "operator": "equals",
        "value": "ABC123456789"
      }
    }
  }
  ```

  ```json Multiple Issuers theme={null}
  {
    "filters": {
      "emitter": {
        "operator": "in", 
        "value": ["ABC123456789", "XYZ987654321"]
      }
    }
  }
  ```

  ```json Amount Range theme={null}
  {
    "filters": {
      "amount": {
        "operator": "between",
        "value": [1000, 50000]
      }
    }
  }
  ```
</CodeGroup>

## CFDI Data Fields

### Key Invoice Information

When you extract CFDI invoices, you get access to structured data including:

<AccordionGroup>
  <Accordion title="Basic Information" icon="info">
    * **UUID**: Unique fiscal identifier
    * **Issue Date**: When the invoice was created
    * **Certification Date**: When SAT validated the invoice
    * **Total Amount**: Invoice total including taxes
    * **Currency**: Usually MXN (Mexican Peso)
  </Accordion>

  <Accordion title="Parties" icon="users">
    **Issuer (Emisor)**:

    * RFC, business name, address
    * Tax regime information

    **Recipient (Receptor)**:

    * RFC, name, address
    * CFDI usage purpose
  </Accordion>

  <Accordion title="Line Items" icon="list">
    Each invoice contains detailed line items:

    * Product/service description
    * Quantity and unit price
    * Tax classifications
    * Discount information
  </Accordion>

  <Accordion title="Tax Information" icon="calculator">
    Detailed tax breakdown:

    * VAT (IVA) calculations
    * Retention taxes
    * Other applicable taxes
    * Tax rates and amounts
  </Accordion>
</AccordionGroup>

## Best Practices for CFDI Processing

### Data Validation

<Tip>
  Always validate CFDI invoices against SAT's official schemas to ensure data integrity.
</Tip>

```javascript theme={null}
// Example validation check
function validateCFDI(cfdiData) {
  // Check required fields
  if (!cfdiData.uuid || !cfdiData.issueDate) {
    throw new Error('Missing required CFDI fields');
  }
  
  // Validate RFC format
  if (!isValidRFC(cfdiData.emitter.rfc)) {
    throw new Error('Invalid issuer RFC format');
  }
  
  // Check tax calculations
  if (!validateTaxCalculations(cfdiData.taxes)) {
    throw new Error('Tax calculation mismatch');
  }
}
```

### Duplicate Detection

```javascript theme={null}
// Prevent duplicate processing using UUID
function isDuplicateCFDI(uuid, processedInvoices) {
  return processedInvoices.has(uuid);
}

// Track processed invoices
const processedInvoices = new Set();

invoices.forEach(invoice => {
  if (!isDuplicateCFDI(invoice.uuid, processedInvoices)) {
    processInvoice(invoice);
    processedInvoices.add(invoice.uuid);
  }
});
```

### Storage Recommendations

<Warning>
  **Legal Requirement**: Mexican law requires businesses to store CFDI invoices for at least 5 years in their original XML format.
</Warning>

* Store both XML and PDF versions
* Maintain original digital signatures
* Implement backup and disaster recovery
* Use secure, encrypted storage solutions

## Integration Examples

### Accounting System Integration

```javascript theme={null}
// Extract and process CFDI invoices for accounting
async function syncCFDIToAccounting(extractionId) {
  const status = await getExtractionStatus(extractionId);
  
  if (status.status === 'COMPLETED') {
    for (const doc of status.documents) {
      if (doc.type === 'INVOICE') {
        // Download XML for structured data
        const xmlData = await downloadDocument(extractionId, doc.id, 'XML');
        
        // Parse CFDI data
        const cfdiData = parseCFDI(xmlData);
        
        // Create accounting entry
        await createAccountingEntry({
          invoiceNumber: cfdiData.uuid,
          vendor: cfdiData.emitter.name,
          amount: cfdiData.total,
          taxAmount: cfdiData.taxes.total,
          date: cfdiData.issueDate,
          status: 'pending_payment'
        });
      }
    }
  }
}
```

### Expense Management

```javascript theme={null}
// Process inbound invoices for expense tracking
async function processExpenseInvoices(invoices) {
  const expenses = invoices.map(invoice => ({
    id: invoice.uuid,
    vendor: invoice.emitter.name,
    amount: invoice.total,
    category: categorizeExpense(invoice.items),
    taxDeductible: isDeductible(invoice),
    approvalRequired: invoice.total > 5000
  }));
  
  await bulkCreateExpenseRecords(expenses);
}
```

## Troubleshooting CFDI Issues

### Common Problems

<AccordionGroup>
  <Accordion title="Invalid CFDI Format" icon="exclamation-triangle">
    **Symptoms**: XML parsing errors, missing required fields

    **Solutions**:

    * Verify CFDI was properly issued by authorized PAC
    * Check for complete digital signatures
    * Validate against SAT's official XSD schemas
  </Accordion>

  <Accordion title="Missing PDF Representation" icon="file-pdf">
    **Symptoms**: Only XML available, no PDF format

    **Solutions**:

    * Some CFDIs may not have PDF representations
    * Generate PDF from XML data if needed
    * Check with issuer for PDF availability
  </Accordion>

  <Accordion title="Large Volume Processing" icon="database">
    **Symptoms**: Timeouts, memory issues with large extractions

    **Solutions**:

    * Process invoices in smaller date ranges
    * Implement pagination for large datasets
    * Use streaming processing for XML parsing
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="SAT API Quickstart" icon="rocket" href="/countries/mx/tax-authorities/sat/quickstart">
    Start extracting CFDI invoices from SAT
  </Card>

  <Card title="Use Cases" icon="lightbulb" href="/countries/mx/use-cases/accounting-automation">
    See real-world CFDI integration examples
  </Card>

  <Card title="Webhooks" icon="webhook" href="/countries/mx/tax-authorities/sat/webhooks/overview">
    Get notified when CFDI extractions complete
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/global/troubleshooting/common-errors">
    Resolve common CFDI processing issues
  </Card>
</CardGroup>