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.
This feature is rolling out: we're turning it on in stages with our founding partners. What this guide describes may change before general availability.
In short
Your customers request their invoice in Toldo's self-invoicing portal: they find their order with a link or with their order number, enter their tax details and get their CFDI as a PDF and XML. Sales that nobody invoices within the deadline go into the global invoice (factura global).
Where the portal appears
- On the thank-you page after the purchase.
- On your customer's order status page.
- In your order confirmation emails, with a snippet you add to the template.
- On a page in your store, for customers who arrive on their own.
Your customer doesn't need an account: the links already point to their order. If they come in through your store's page, they enter their order number and their email or the total paid.
What details it asks for
| Field | Details |
|---|---|
| RFC | 13 characters for an individual (persona física), 12 for a legal entity (persona moral) |
| Name or business name (razón social) | Exactly as on their Constancia de Situación Fiscal (CSF), without "S.A. de C.V." |
| Postal code | The one for their tax address |
| Tax regime (régimen fiscal) | Only the ones that apply to their type of taxpayer are shown |
| CFDI use (uso del CFDI) | Only the ones allowed for their tax regime are shown |
| To send them their invoice |
- Card payments: the portal asks whether it was credit or debit, because Shopify doesn't say.
- Constancia as a PDF: your customer can upload their CSF to fill in the form. The file is read in their browser and never leaves their device.
- Remember my details: only if your customer agrees.
Which orders can be invoiced
- Paid orders that aren't test orders and haven't been canceled or fully refunded.
- Within the deadline to request an invoice: 30 days after the purchase, unless you change it. The deadline never goes past the limit the law sets for canceling invoices.
Payment form
Toldo takes the payment form (forma de pago) from your payment gateway:
| Payment | Payment form on the CFDI |
|---|---|
| Card (Shopify Payments and other card gateways) | 04 "Tarjeta de crédito" (credit card) or 28 "Tarjeta de débito" (debit card), depending on your customer's answer |
| Mercado Pago | The portal asks your customer how they paid |
| OXXO or cash | 01 "Efectivo" (cash) |
| SPEI or bank transfer | 03 "Transferencia electrónica de fondos" (electronic funds transfer) |
| Buy now, pay later | 31 "Intermediario pagos" (payment intermediary) |
| Any other | The default payment form you choose in your settings |
If the details don't match the SAT
At stamping, the name, RFC, tax regime and postal code are checked against the SAT's records. If something doesn't match, the portal says which detail to check, for example: "The name doesn't match the one registered with the SAT for this RFC." The form stays filled in, so your customer can correct it and try again.
If the sale is already in a global invoice
If your customer requests their invoice after their sale went into a global invoice, Toldo does what the SAT requires: it cancels the global invoice with cancellation reason 04, issues it again without that sale and issues the invoice in your customer's name. See Global invoice.
Customers abroad
A customer abroad without a Mexican RFC gets their invoice with the generic RFC for foreigners, XEXX010101000, with tax regime 616 and CFDI use S01. Shipments abroad are flagged for review.
Steps your customer follows
- Open the portal. From their order link or from your store's page.
- Enter their tax details. Or upload their Constancia de Situación Fiscal to fill them in.
- Review and submit. The portal shows them the status of their invoice.
- Download their invoice. They get the PDF and the XML on screen and by email.
Frequently asked questions
Does my customer need to create an account?
No. Their order link is enough. If they come in through your store's page, they use their order number and their email or the total.
Do Mercado Libre sales use this portal?
No. Mercado Libre sales are invoiced according to what you choose in Who invoices your Mercado Libre sales?.
What language is the portal in?
Spanish, with an option for English.
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