Mexico - CFDI - Account
This module provides electronic invoicing for Mexico:
Generation of electronic invoices compliant with the CFDI 4.0 standard.
Customization of fiscal documents according to user needs.
Centralized management of electronic invoices within Odoo.
Tracking and recording of issued and received fiscal documents.
Table of contents
Installation
Prior to using this module, create a PAC account with one of the supported PACs and complete the PAC connection steps in l10n_mx_cfdi Configuration (CFDI > PAC Settings, issuers / Registrar, series as needed).
Usage
Use this module after the PAC connection, issuers, and series are configured in l10n_mx_cfdi (see that module’s Configuration).
Customers
In the Invoicing app, go to Customers > Customers.
Create or open a customer with the correct VAT (RFC) and fiscal name.
On the CFDI tab, set:
Fiscal regime
Default CFDI usage
Default payment method
Default payment form
Products
Go to Customers > Products (or open a product from Inventory).
Open an existing product or create a new one and enter the general information.
On the CFDI tab, set the SAT product code and unit of measure.
Invoices
Go to Customers > Invoices and create a new record.
Select the customer. The fiscal data on the partner CFDI tab is required for stamping.
Add products that have a SAT product code.
Open the CFDI tab and set the payment method and payment form.
Confirm the invoice; it is stamped with the Mexican authority through the configured PAC.
Use Send to deliver the invoice to the customer.
Import CFDI
Attach the vendor bill XML file in the chatter.
Click the Load from file button.
Payments
If the invoice payment method is PPD, the payment is included in the CFDI lines when you register a payment.
Known issues / Roadmap
Cancel CFDI Documents
Credit Notes
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
Alexis López Zubieta <alexis.lopez@augetec.com>
Cristhiane Guadalupe Rangel Ferrusca <cristhiane.rangel@graymatterlogic.com>
Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/l10n-mexico project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
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