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CFDI layout version 4.0
Learn about Comprobante Fiscal Digital por Internet (CFDI) layout version 4.0 for Mexico, including outlines on parameters for working with version 4.0.
ankviklis
ankviklis
conceptual
bap-template
06/21/2022
johnmichalak
Mexico
2022-04-01
CustPosting, VendParameters

CFDI layout version 4.0

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If your organization uses electronic invoices that are validated and certified by a third-party digital signature service provider (PAC), enable electronic invoicing by using the fields in the CFDI area of the Electronic invoice parameters page.

To work with version 4.0, set the following values for the electronic invoice parameters:

  • On the Electronic invoice parameters page, in the CFDI version field, select 4.0.
  • On the CFDI tab, in the CFDI XML scheme file and CFDI Payment XML schema file fields, select a new XML scheme file.
  • On the Electronic invoice parameters page, in the Period field, you can set a default period type. The value in this field is used for Comprobante Fiscal Digital por Internet (CFDI) global invoices. You can update this value when you post a sales order invoice, free text invoice, or invoice proposal. If a customer's Registro Federal de Contribuyentes (RFC) number is 'XAXX010101000', the system populates the InformacionGlobal element in the XML file with Periodicidad, Meses, and Año attributes.
  • On the CFDI withholding tab, in the CFDI XML scheme file field, select a new XML scheme file.
  • Go to Accounts receivable > Customers, and then, on the Invoice and delivery FastTab, in the Electronic invoices section, enter the tax regime for customers.

For a temporary export, open the customer record, and then, on the Invoice and delivery tab, set the Temporary export option to Yes. This setting is used as a default value for related sales orders or free text invoices.

When you post a vendor invoice, you can add a CFDI reference to the related invoice by selecting Attachments > CFDI reference.

If the Withholding type field in the purchase order line details has a value of 28, the two new fields, Bimonthly profit amount and ISR corresponding amount, are included in the details of the CFDI withholding journal. Enter a value in these two fields. The corresponding attributes are then set in the XML file.

For more information about CFDI settings and how to work with CFDI documents, see the following topics:

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