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Configuration5 minutes5 pasos

Configure User

Configure your RFC, business name, email and basic tax data.

In this guide you will learn to configure your user profile with all the tax data necessary to issue invoices valid before the SAT.

  1. 1

    Access user configuration

    From the main panel of the application, go to "Configuration" and select the "User" tab to access the tax data form.

  2. 2

    Complete the issuer data

    Enter your RFC, business name, tax regime and tax address exactly as they appear on your SAT Tax Situation Certificate (CSF). It is essential that the information matches to avoid rejections when stamping.

  3. 3

    Configure the initial folio

    Set the folio number that will be used for your next invoice. You can also add a series to organize your tax receipts (for example: "A" for online sales).

  4. 4

    Register your email address

    Provide an email address where you will receive copies of the invoices you issue through the application. This email is independent from the one sent to your customers.

  5. 5

    Save changes

    Review that all data is correct and press the "Save" button to apply the configuration. Once saved, your tax data will be ready to issue invoices.