Learn how to configure e-invoicing for invoice clearance in Mexico by activating Avalara E-Invoicing and Live Reporting, obtaining an RFC number, and setting up the necessary mandates.

1. Set up an Avalara E-Invoicing and Live Reporting account, and generate API key and secret. For more information, see Generate an API token.
2. Get RFC number from Mexico tax authority.

   RFC stands for "Registro Federal de Contribuyentes" in Spanish, which translates to "Federal Taxpayer Registry" in English. It is a unique tax identification number assigned by the Mexican tax authority (SAT) to individuals and companies that are required to pay taxes in Mexico.

   • Format for individuals, for example, GARC 850912 H89

     • First four letters: Derived from the name (for example, the first two letters of the last name, the first letter of the second last name, and the first letter of the first name).

     • Six digits: Date of birth in YYMMDD format.

     • Three alphanumeric characters: Assigned to avoid duplicates.

   • Format for businesses, for example, ABC 990501 9F3

     • First three letters: Derived from the company's name or corporate entity.

     • Six digits: Date of registration or establishment in YYMMDD format.

     • Three alphanumeric characters: Assigned to avoid duplicates.

   The RFC number is used to configure E-Invoice business regions in Zuora.

3. Activate the Avalara E-Invoicing and Live Reporting product for Mexico. The Avalara activation workflow is initiated when you onboard or add a new company. For more information, see Activation for Mexico.
4. Select a mandate and create users. For more information, see Select the mandate, platform, and network for your business. For Mexico, select the following:
   1. Mexico Comprobantes Fiscal Digital por Internet (CFDI) - B2B
   2. Mexico Comprobantes Fiscal Digital por Internet (CFDI) - B2C