Initial Setup
Complete the initial setup of your account after installing the app.
Step-by-step guide to complete the initial setup of your billing account after installing the Factoro app on Shopify.
- 1
Enter your company information
In Step 1 of the wizard, complete the issuer data: Company name, RFC (tax ID), Tax regime, and Place of issuance (postal code). Also configure the initial folio number, series (optional), company logo, and notification email.
TipHave your CSF (Tax Situation Certificate) from SAT handy. The data must match exactly to avoid rejections when stamping. - 2
Upload your digital seal certificates
In Step 2, upload your Digital Certificate (.cer) and Private Key (.key) from your CSD. Enter the password you used when generating the files on the SAT portal. You'll see a green banner confirming your certificate is active.
ImportantCSD files are NOT the same as your FIEL (e.firma). CSD files are specific for invoicing. - 3
Configure default taxes
In Step 3, configure the taxes that will apply by default to your products: select the SAT Product Code, Product Unit, and Tax Object. Add default taxes like VAT (16% = 0.16 in decimal format).
TipThis configuration will automatically apply to new products. You can always modify it individually later. - 4
Review configuration summary
In Step 4, verify that all your tax information is correct: company data, SAT certificate, and tax configuration. If something is incorrect, you can go back to previous steps to fix it.
- 5
Import your data and finish
Optionally, check the boxes to import existing products and orders from Shopify. Review the billing plan (pay per use: $5.00 MXN per invoice issued, no fixed monthly costs). Click "Finish" to complete the setup.
Next stepYour initial setup is complete. We recommend configuring the checkout invoicing form so your customers can self-invoice.View tutorial
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