How to use Mexico Invoicing (eFactura SAT)

Log in to eFactura SAT:

1. Use the Direct Login method: Follow this link to log in to eFactura.
2. Or Login from the Cloudbeds PMS: Account ->Settings -> Apps & Marketplace -> Connected Apps, click on the eFactura SAT’s ->Login.

Issue invoices and other operations

1. Access “Facturar” by clicking on the link on the Sidebar. Once there, select the needed reservation:
   
2. Review the invoice recipient’s data and make sure all is set according to the local regulations.
   
   

3. Once all recipient’s data is complete and valid, select the charges you wish to include in the invoice. 
Click on “Facturar” to issue the invoice. The application will automatically navigate to the reservations’ list section while the invoice is issued.

4. At this point, eFactura SAT is going through all the required processes to issue the invoice which will be a compliant CFDI (Comprobante de Factura Digital por Internet).

5. Once the process is complete, the invoice is automatically sent to the customer via email. The charges can’t be included in a new invoice unless the invoice is cancelled.

Annulling invoices

1. Log in to eFactura SAT and Navigate to the reservation with the invoice that needs to be annulled. 
   Access “Facturar” -> select the reservation where the invoice needs to be annulled.
   
2. Click on Anular la factura and confirm.
   
   
3. Since the invoice was canceled, the charges are now available to be invoiced again.

Guest “self-invoicing”

Dealing with guest invoicing can be a hassle. To make it easier, the "Autofactura" feature in eFactura SAT lets guests handle the process themselves.

Your property simply shares a unique link with the guest. The guest then uses this link to enter their reservation identifier and invoicing details, and they can then generate their own invoice. The invoice will automatically include all charges from their stay.

For a guest to use "Autofactura," these conditions must be met:

• The reservation must be checked out.
• The reservation must be fully paid.
• The check-out date must be in the current month.

Accessing the Autofactura Link for Guests

You'll use the same link for every guest, and when they click it, they'll be prompted to enter their reservation ID to begin the self-invoicing process.

You can share the link with guests in two ways:

• QR Code: Guests can scan this QR code to quickly access the self-invoicing page.
• Direct Link: Guests can simply click this link to get started.

To find the link, log in to eFactura SAT and navigate to: Ajustes > Autofactura.

Download the QR Code or copy the link and share it with your guests at any time.