How to activate e-invoicing for Mexico 🇲🇽🧾 (beta)

Reading time: 3 minutes

Stay informed 📚 Click to receive instant updates on this article.

______________________________________________________________________________________________________________________________________

Hello hospitality lovers! 👋

Setting up the e-invoicing tool is essential to keeping your invoicing process smooth and in compliance with Mexican tax regulations.💼 First things first—make sure the e-invoicing feature is activated in your Amenitiz account. If you manage a property in Mexico, especially with Mexican guests, this feature is crucial for generating invoices compliant with the CFDI standards.

Let’s get you started! 🤓

❗We only support invoices for customers whose prices are in MXN (USD is not supported).

Step 1: Setting up e-invoicing in Amenitiz

1️⃣ Go to the “Invoices” tab
2️⃣ Click on "Settings"
3️⃣ Click "Edit" and fill out all necessary fields:

• Company Name: As officially registered. 🏷️
• RFC del Emisor: Your tax ID code. 🎫 (more info here)
• CFDI Fiscal Regime: Make sure this matches your business type. 💼 (more info here)
• Address: Complete and accurate. 🏢
• Contact Email: This is where you’ll receive any invoicing-related updates. 📧

Once all fields are filled in correctly, hit "Activate invoicing".

Step 2: Uploading CSD files and activating e-invoicing

To activate invoicing, you’ll need to upload your CSD (Certificado de Sello Digital) files (more info here):

1️⃣ After clicking "Activate invoicing", you’ll receive an email with a link.
2️⃣ Use that link to upload your .cer and .key files. These are essential for issuing legal invoices.
3️⃣ Enter your SAT password and click Save.

💡 Tip: Didn’t receive the email? Check your spam folder or wait a few more minutes. 

Step 3: Filling in CFDI codes for rooms and extras

Once your e-invoicing is activated, you’ll need to assign the correct CFDI item codes (more info here):

• For rooms: Go to Property > Rooms, select a room, and input the CFDI item code and VAT %. Repeat for all rooms.
• For extras: Go to Booking Engine > Extra Charges, choose an extra service, and fill in the CFDI item code and VAT %.

Make sure every service is properly accounted for!

Step 4: Issuing an invoice (mandatory fields)

Before issuing an invoice, when creating or editing a client’s file, make sure to fill out these required fields for Mexican guests:

• First name and last name
• RFC del cliente (Tax ID for Mexican guests)
• CFDI use code and CFDI fiscal regime
• Address, city, ZIP code (ensure the ZIP is valid)

These fields will be prompted when creating an invoice.

Congratulations! You've successfully set up e-invoicing with Amenitiz for Mexico. Now you’re fully equipped to issue invoices that meet CFDI requirements and maintain smooth financial operations. For more tips and guides on invoicing, feel free to explore our knowledge base. 😊