Issuing electronic invoices is an essential practice for businesses looking to meet their tax obligations efficiently. A fundamental part of this process are digital folios, which ensure the proper recording and control of issued invoices. In this article, we will explain what they are, how they work, and why they are indispensable for the efficient tax management of your business.

What are digital folios?

Digital folios are unique codes assigned by the Tax Administration Service (SAT) to identify each Digital Tax Receipt over the Internet (CFDI). These codes ensure that each electronic invoice issued is unique, traceable, and valid before the tax authorities.

When a business generates an invoice online, the system used for its creation requests a digital folio from the SAT. This folio is assigned automatically, ensuring there is no duplication of receipts.

How are they used in electronic invoice issuance?

The use of digital folios is a simple process, especially when reliable tools such as those from Cretia are available. Below, we describe how they are integrated into the workflow:

1. Creation of the CFDI: When generating an invoice online, the invoicing system prepares the necessary tax data, such as the issuer's RFC, the receiver's RFC, the amount, and applicable taxes.

2. Request for folio from the SAT: Once the data is complete, the system connects to the SAT's servers to request a digital folio. This step ensures that the invoice is officially recorded.

3. Assignment and validation: The SAT assigns a digital folio and validates that the information provided is correct. If everything is in order, it returns the folio along with the SAT's Digital Seal, which supports the authenticity of the document.

4. Issuance of the invoice: Finally, the invoice is sent to the customer, including the digital folio, the seal, and the QR code to facilitate its verification.

Practical example

Suppose an online store sells a product for $1,000. The business uses the online invoicing system from Cretia to generate the invoice. The system collects the transaction data, requests a digital folio from the SAT, and in a few seconds, issues the CFDI with all the correct tax information. This automated process saves time and prevents errors.

Benefits of using digital folios

1. Guaranteed tax compliance: Digital folios ensure that all invoices meet the legal requirements set by the SAT.

2. Control and organization: They allow for orderly record keeping of all issued invoices, facilitating auditing and accounting management.

3. Operational efficiency: By automating the folio assignment process, time spent on administrative tasks is reduced.

Why choose Cretia for your online invoicing?

At Cretia, we understand the needs of entrepreneurs and SMEs looking for quick and reliable solutions for managing tax receipts. Our online invoicing system is designed to optimize every step of the process, from the creation of the CFDI to the assignment of digital folios. Additionally, we provide technical support to resolve any questions you may have.

Sign up today at cretia.app and discover how our services can simplify the tax administration of your business. With Cretia, invoicing has never been so easy and secure.