Guía · CFDI 4.0 · Chultún
CFDI 4.0, explained through where it breaks.
Nobody needs the legal definition: they need to know why their invoice was rejected. It is almost always the same — CFDI use, tax regime or the recipient's postal code not matching what the tax authority has on record — and it is almost always fixed by asking for the right data once, not guessing every month.
Sound familiar?
It happens in almost every business.
Your invoice bounced and the error message says nothing useful.
You ask a customer for their tax details and they send a photo of their old certificate.
You do not know whether you have payment complements outstanding.
What you get
What gets done.
The four details to ask for properly
Name or business name exactly as registered, tax ID, tax regime and the postal code of the registered address. If one does not match, it bounces.
What "CFDI use" means
What the customer is going to use that invoice for. They choose it, not you, and it has to be compatible with their regime.
What a payment complement is
When you collect after invoicing, you have to issue a document stating you were paid. They pile up quietly and that is where most people fall behind.
Cancelling is not deleting
Cancelling requires a reason and, sometimes, the invoice that replaces it. It is not removing the document: it is recording why it went.
And who stamps it
Your system issues the invoice and an authorized provider stamps it. They are two different things, and it helps to know which one failed when something fails.
How we work with you
Three steps, no surprises.
- 01
Ask for the tax status certificate, not just the ID
The tax status certificate carries the four correct, up-to-date details.
- 02
Store them on the customer, not on paper
Once entered correctly, they are never asked for or guessed again.
- 03
Review complements weekly
Not at month-end. That is the difference between an afternoon and a crisis.
How many invoices bounced on you last month?Nearly all of them for the same field.
I want a proposalFrequently asked questions
What people ask us before we start.
Can I invoice without the full details?
Invoicing to the general public exists, but it does not replace a nominative invoice. If the customer wants it in their name, the four details are required.
How often do the rules change?
They change. That is why the configuration should live in the system and not in one person's memory.
What happens if I do not issue the complements?
They pile up and become a tax problem that grows on its own. It is the easiest thing to avoid and the most neglected.
Do you configure this?
Yes, inside Odoo and tested with real invoices before going live.
- 01Odoo ImplementationYour whole company in one system, up and running in days, not weeks.
- 02Migration to OdooMove to Odoo without losing anything along the way.
- 03Website & SEOWhy doesn't my business show up on Google?
- 04Social Media Audit & AnalyticsYour social media: what works, what's noise and what's missing.
- 05Google profile and mapWhen people search the map, be the one who shows up.
- 06Online storeAn online store that does not force you to enter the sale twice.
Tell us what you have today.
We'll tell you what makes sense and send you a tailored proposal. No commitment.