CFDI 4.0 e-invoicing (Mexico)

Issue CFDI 4.0 electronic invoices with Mexico's tax authority (SAT) straight from systemdental.app, without switching to another system. Each clinic invoices with its own RFC and CSD, so the document is legally issued under your clinic's name.

Availability

CFDI invoicing is on the Clinic plan and applies to Mexico. See Plans & billing.

Set it up (once)

In Settings → Invoicing, register your tax details:

1. Your RFC (tax ID) and legal name.
2. Your Digital Seal Certificate (CSD): the .cer and .key files plus the key password.
3. Save. Your tax credentials are stored encrypted and never shown back.

You obtain the CSD for free from the SAT. Your clinic is the legal issuer of the documents; systemdental.app only stamps on your behalf.

Stamp an invoice

Stamping is on demand over an existing internal invoice:

1. Go to Invoices and open the patient's invoice.
2. Click Stamp. The system builds the income CFDI and stamps it with the SAT (via the PAC).
3. Done: you get the UUID (tax folio). You can download the XML and PDF.

If the patient didn't provide tax details, it's stamped as general public ("público en general").

Cancel

From the same invoice you can cancel a stamped CFDI (with its SAT reason). The tax status updates on the invoice.

SAT keys per service

In your service catalog you can set the SAT product/service key and unit key per treatment. They default to the standard dental keys, so in most cases you don't have to touch anything.

Tip

Register your tax details once at the start; after that, stamping each invoice is one click. Combine it with Finance to keep payments and invoices in the same place.