How to create an invoice in the SAT portal?

How to create an invoice in the SAT portal?

Mar 15, 2022

Invoice generation

for Montse Devars

Mar 15, 2022

In Mexico, the issuance of electronic invoices is an obligation for many taxpayers and a common practice to facilitate business transactions. Although the Tax Administration Service (SAT) offers a platform for generating invoices, there are alternatives that can simplify and improve this process. In this article, we will guide you through the steps to create an invoice from the SAT portal and present you with an alternative option that might be useful.

Contents:

  • Steps to Create an Electronic Invoice on the SAT Portal

  • Conclusion

Steps to Create an Electronic Invoice on the SAT Portal

1. Access the SAT Portal

First, go to the official SAT website (www.sat.gob.mx). Look for the specific section for “Electronic Invoice” or “Invoice Generation”.

2. Log In

If you already have an RFC (Federal Taxpayer Registry), log in using your RFC and password. If you do not have an account, you will need to register to gain access.

3. Select the Invoicing Option

In the main menu, select "Electronic Invoice" or "Invoice Generation" to start the process.

4. Choose the Type of Receipt

Select the type of receipt you need to generate, usually an "Invoice".

5. Fill in the Issuer Information

Provide the issuer's information, which includes your tax details: name, RFC, and address.

6. Fill in the Receiver's Details

Enter the information of the invoice recipient, such as their name, RFC, and address.

7. Add the Products or Services

Add the items of the invoice, specifying the description of products or services, quantity, unit price, and applicable taxes.

8. Review the Information

Before finalizing, review all sections to ensure the information is correct and complete.

9. Generate the Invoice

Once everything is verified, proceed to generate the invoice. The SAT system will process the information and provide you with the CFDI (Digital Tax Receipt over the Internet).

10. Download or Send the Invoice

Finally, download the invoice in XML and PDF formats. You will also have the option to send it via email to the recipient.

Conclusion

While the SAT portal offers a free method for generating electronic invoices, it can be cumbersome and less efficient, especially if you manage a high volume of invoices. To simplify this process, it is recommended to consider using Cretia.

Cretia not only facilitates the generation of electronic invoices, but also offers a more user-friendly interface and additional tools for the tax management of your business. With Cretia, you can save time and avoid errors, allowing you to focus more on what truly matters: growing your business.

Explore Cretia as a viable alternative for issuing your electronic invoices and experience the benefits this platform can offer you. Create your account here, simplify your accounting, and improve your invoicing experience today!

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Schedule a demo today or create your account.

Schedule a personalized demo and discover how Cretia simplifies the management of your business. Or create your account and start exploring our features right away.

Schedule a demo today or create your account.

Schedule a personalized demo and discover how Cretia simplifies the management of your business. Or create your account and start exploring our features right away.