How to set up Mexico Invoicing (eFactura SAT)

eFactura SAT allows customers under the Mexican invoicing regulations to issue CFDI 4.0 (Comprobante de Factura Digital por Internet versión 4.0).

This article describes the steps to setup and use eFactura SAT, Cloudbeds compliant invoicing solution for properties in Mexico, which include:

• Email Cloudbeds support to request access to eFactura SAT.
• Set up the property’s taxes.
• Connect eFactura SAT to the property.
• Set up the property’s fiscal details on eFactura SAT account.
• Issue your first invoice for a reservation.

Set up the integration

1. Contact Cloudbeds Support requesting access to eFactura SAT for your property including:

1. Full name
2. Email address. It will be used for logging in to eFactura.
3. Phone number including country and area code. It will be used for logging in to eFactura.
4. Property Name

5. The team will get back to you within 2-3 business days. Once you get a response from Cloudbeds, continue with the next steps.

   Note: Cloudbeds will enable all the necessary features and create a user account.

2. Set up your property’s taxes and fees and assign them to sources, products, services and meal plans.

1. Account -> Settings -> Payments ->Taxes and Fees

2.  +New Tax or Fee, enter the values for VAT. Typically, the values would be:

   For a City or Tourist Fee:

   1. Is this tax or fee -> Fee
   2. The rest of the parameters will depend on the property’s location.

   For VAT

   1. Is this tax or fee -> Tax
   2. Where will this tax/fee be available? -> Check both: Items and Reservations
   3. Name -> IVA 16%
   4. Code -> VAT-16
   5. Will this tax be charged on top of any fees? -> No
      1. Note: If there is a City/Tourist Fee on the city your property is based, set this option to “Yes” and choose the fee from the list.
   6. Type -> Percentage of total amount
   7. Amount -> 16%
   8. Apply to selected accommodations -> Select accommodations from the list.
      

 6. Assign taxes and fees to each source by navigating to:  Settings -> Property -> Sources and assign them accordingly:

7. Assign them to each product, service and meal plan as well by navigating to: Settings -> Products and assign them accordingly:

4. Connect eFactura SAT to the property

1. Account -> Apps & Marketplace -> Search for eFactura SAT->Click to Learn More
2. Connect App button to be redirected to the eFactura SAT login page:
   
3. Enter your email or use the phone number login flow to receive a login code to access your account:
   

7. Once you’ve logged in, click on the Cloudbeds Integration icon to start the app connection flow:

4. Set up your fiscal details

1. Enter your legal entity’s details:
   
2. Load your company logo, RFC certificate, RFC private key and the private key’s password.
   
3. Link the payment methods configured on Cloudbeds with SAT’s payment methods, according to local regulations.
   
4. Scroll down to the taxes section and link the taxes and fees configured on Cloudbeds with taxes and fees allowed by SAT, according to local regulations.
   
5. Link your rooms and products to their corresponding SAT categories, according to local regulations.
   
6. Link your products to SAT categories, according to local regulations.
   
7. Set your latest folio number and, optionally, your invoice’s series.
   

5. Modify your setting on the eFactura SAT integration

In case you need to modify any of the information entered during the configuration of the integration, you can access the settings on the “Ajustes” section on eFactura SAT.