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Manage country-specific configurations for Mexico

Zuora

Manage country-specific configurations for Mexico

Configure e-invoicing in Avalara for Mexico

To configure e-invoicing for invoice clearance in Mexico, you must activate Avalara E-Invoicing and Live Reporting product for Mexico in Avalara:

  1. Set up an Avalara E-Invoicing and Live Reporting account, and generate API key and secret. For more information, see Generate an API token
  2. Get RFC number from Mexico tax authority.
  3. Activate the Avalara E-Invoicing and Live Reporting product for Mexico. The Avalara activation workflow is initiated when you onboard or add a new company. For more information, see Activation for Mexico
  4. Select a mandate and create users. For more information, see Select the mandate, platform, and network for your business. For Mexico, select the following:
    1. Mexico Comprobantes Fiscal Digital por Internet (CFDI) - B2B
    2. Mexico Comprobantes Fiscal Digital por Internet (CFDI) - B2C 

Manage field mapping for e-invoice file templates

In the e-invoicing Clearance process in Mexico, ensure that the field mapping for e-invoice file templates is complete and correct. The following fields are used in the default e-invoice file template. Remember that you might have to customize the default e-invoice file template if the default field mapping does not align with your business requirements. You can get the details of field descriptions and sample payload from Avalara websiste: https://developer.avalara.com/elr-usecases/

Configure e-invoicing business regions for Mexico

In the e-invoicing clearance process in Mexico, you must configure business regions according to Mexico-specific requirements.

The business region objects can be looked up according to the country and state, and their related fields can be mapped accordingly within the e-invoicing template. You must configure e-invoicing business regions for Mexico according to Mexico-specific requirements. 

The following table lists the business region settings you must configure in the Add Business Region dialog.

UI section

UI field

API field

Required

Description

Basic Info

Country

country

Yes

From the Country list, select a country or region where you must comply with e-invoicing requirements.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Seller is registered with the relevant legal authority.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

For Mexico, the value is the RFC Number, you need to retrieve this number from the Mexico tax authority.

Business Number Schema Id

businessNumberSchemeId

Yes

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Seller as a legal entity or person.

For Mexico, it’s 9930 typically.

Trade Name

tradeName

No

In the Trade Name field, specify the name that the Seller is known as, other than the legal business name.

Tax Register Number

taxRegisterNumber

No

In the Tax Register Number field, specify the Seller's VAT identifier (also known as Seller VAT identification number) or the local identification (defined by the Seller’s address) of the Seller for tax purposes, or a reference that enables the Seller to state the registered tax status.

E-Invoice Destination Code

endpointId

Yes

In the E-Invoice Destination Code field, specify the Seller's electronic address, to which the application-level response to the e-invoice file might be delivered.

It’s required by credit note.

E-Invoice Destination Code Schema Id

endpointSchemeId

Yes

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Seller’s electronic address.

It’s required by credit note. It uses 9930 typically.

Business Address

Address 1

addressLine1

Yes

In the Address 1 field, specify the first line of the Seller’s address, which is often a street address or business name.

Address 2

addressLine2

No

In the Address 2 field, specify the second line of the Seller’s address, which is often the name of a building.

Postal Code

postalCode

Yes

In the Postal Code field, specify the short code that can identify the business address.

City

city

Yes

In the City field, specify the name of the city where the business is located.

State/Province

state

No

In the State/Province field, specify the name of the state or province where the business is located.

Contact Info

Contact Name

contactName

No

In the Contact Name field, specify the name of the Seller contact to receive e-invoicing data.

Email

email

No

In the Email field, specify the email address of the Seller contact to receive e-invoicing data.

Business Phone Number

phoneNumber

No

In the Business Phone Number field, specify the business phone number of the Seller contact to receive e-invoicing data.

Service Provider

Provider

serviceProviderId

Yes

From the Provider list, select your e-invoicing service provider.

For Mexico, if the service provider is Avalara, the E-Invoice Process automatically changes to Clearances.

Billing Document Type

  • Invoice
  • Credit Memo
  • Debit Memo
  • invoiceEnabled
  • creditMemoEnabled
  • debitMemoEnabled

Yes

Select one or more of the following billing document types to be supported:

  • Invoice
  • Credit Memo
  • Debit Memo

These document types are selected by default.

Configure e-invoicing profiles for accounts in Mexico

According to Mexico-specific requirements, you must configure e-invoicing profiles for customer accounts involved in the e-invoicing business.

The following table lists the e-invoicing profile settings to configure for a customer account in Mexico.

UI field

API field

Required

Description

Generate E-Invoice for Customer

enabled

Yes

Enable the e-invoicing profile for the customer account. 

If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:

  • The account must be configured to generate e-invoice files for billing documents.
  • The billing document must be in Posted status.
  • A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.

Business Category

BusinessCategory

Yes

The following three options are available:

  • B2B (Business to Business)
  • B2C (Business to Consumer)
  • B2G (Business to Government)

Mexico uses mandates B2B or B2C.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Buyer is registered with the relevant legal authority.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

Business Number Schema Id

businessNumberSchemeId

Yes

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.

Tax Register Number

taxRegisterNumber

No

In the Tax Register Number field, specify the Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.

E-Invoice Destination Code

endpointId

Yes

In the E-Invoice Destination Code field, specify the Buyer's electronic address, to which the application-level response to the invoice/billing document might be delivered.

E-Invoice Destination Code Schema Id

endpointSchemeId

Yes

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Buyer’s electronic address.

Configure sold-to contacts for e-invoicing

UI field

API field

Required

Description

Country

country

Yes

From the Country list, select Mexico.

Address 1

addressLine1

Yes

In the Address 1 field, specify the first line of the Buyer’s address, which is often a street address or business name. 

Address 2

addressLine2

No

In the Address 2 field, specify the second line of the Buyer’s address, which is often the name of a building. 

Postal Code

postalCode

Yes

In the Postal Code field, specify the short code that can identify the business address.

City

city

Yes

In the City field, specify the name of the city where the business is located. For Saudi Arabia, it's the common name of a city, town, or village of the seller. 

State/Province

state

No

In the State/Province field, specify the name of the state or province where the business is located.