CFDI invoicingRolling out
Set up your issuer and CSD, series, SAT product codes, self-invoicing portal, global invoice, credit notes and cancellations for CFDI 4.0 on Shopify.
Toldo prepares your CFDI 4.0 invoices from your sales and stamps them through a SAT-authorized PAC. Toldo is not a PAC.
These guides explain how Toldo works; they aren't tax advice. Review your setup with your accountant.
Guides in this section
- Set up your issuer and CSD
The issuer details Toldo needs to invoice (RFC, name, tax regime and postal code) and how to upload your CSD to the PAC without Toldo storing it.
- Series and folios
How Toldo numbers your CFDIs: one series for invoices, another for global invoices and another for credit notes, with folios that are never reused.
- SAT product codes
How Toldo assigns SAT codes (ClaveProdServ and ClaveUnidad) to each line item, and which codes it uses for shipping and credit notes.
- Self-invoicing portal
How customers request their invoice in Toldo's portal: where it appears, what they enter, which orders can be invoiced and what happens if there's an error.
- Global invoice (factura global)
How Toldo issues your global invoice to the general public: which sales go in, how often it's issued and what happens if a customer asks for an invoice later.
- Credit notes (CFDI de egreso)
When Toldo issues a credit note for a Shopify refund, how it's related to the original invoice and what happens with sales in the global invoice.
- CFDI cancellations: reasons 01 to 04
The SAT's four cancellation reasons, when your customer has to accept the cancellation, the deadline to cancel and how Toldo handles it.