References for e-invoice file templates
Provides reference information for e-invoice file templates, including invoice type codes, project references, item identifiers, tax codes, and payment means.
Invoice type code and ProjectReference
Invoice type code
Invoice/cbc: InvoiceTypeCode
A code specifying the functional type of the Invoice, including the following values:
-
380: invoice -
381: credit note -
383: debit not
The following examples list how these values are used for credit and debit memos:
-
For credit memos, it uses
CreditNote/cbc:CreditNoteTypeCode. Example:<cbc:CreditNoteTypeCode>381</cbc:CreditNoteTypeCode> -
For debit memos, it uses
Invoice/cbc:InvoiceTypeCode. Example:<cbc:InvoiceTypeCode>383</cbc:InvoiceTypeCode>
ProjectReference
Invoice/cac:ProjectReference/cbc:ID
An attribute required to express the key of the effect of the tax receipt for the issuing taxpayer, including the following values:
-
I: Ingreso
-
E: Egreso
-
T: Traslado
-
P: Pago
-
N: Nómina
The default value in the the Zuora e-invoice file template is I.
Item standard identifier and Item classification identifier
Item standard identifier
Invoice/cac:InvoiceLine/cac:Item/cac:StandardItemIdentification/cbc:ID
An item identifier based on a registered scheme. An attribute required to express the number of the request that covers the import of the good. For example, 21 24 3719 1000404
The item standard identifier maps to the custom field ProductRatePlanCharge.ClaveProdServ.
Create ClaveProdServ on the ProductRatePlanCharge object as a Text field, and populate it with the 8-digit SAT product/catalog code for each charged product.
Item classification identifier
Invoice/cac:InvoiceLine/cac:Item/cac:CommodityClassification/cbc:ItemClassificationCodeA code for classifying the item by its type or nature.
The item classification identifier use 02 as the default value. You need to modify it according to your own business.
c_ObjetoImp | Descripción | Fecha inicio de vigencia |
|---|---|---|
| 01 | No objeto de impuesto. | 1/1/2022 |
| 02 | Sí objeto de impuesto. | 1/1/2022 |
| 03 | Sí objeto del impuesto y no obligado al desglose. | 1/1/2022 |
| 04 | Sí objeto del impuesto y no causa impuesto. | 10/7/2022 |
| 05 | Sí objeto del impuesto, IVA crédito PODEBI. | 12/6/2023 |
Tax Code
Invoice/cac:AccountingSupplierParty/cac:Party/cac:PartyTaxScheme/cbc:TaxLevelCode
An attribute required to incorporate the key of the issuing taxpayer regime to which the fiscal effect of this receipt will apply, for example, 601.
| c_RegimenFiscal | Descripción | Física | Moral | Fecha de inicio de vigencia | Fecha de fin de vigencia |
|---|---|---|---|---|---|
| 601 | General de Ley Personas Morales | No | Sí | 1/1/2022 | |
| 603 | Personas Morales con Fines no Lucrativos | No | Sí | 1/1/2022 | |
| 605 | Sueldos y Salarios e Ingresos Asimilados a Salarios | Sí | No | 1/1/2022 | |
| 606 | Arrendamiento | Sí | No | 1/1/2022 | |
| 607 | Régimen de Enajenación o Adquisición de Bienes | Sí | No | 1/1/2022 | |
| 608 | Demás ingresos | Sí | No | 1/1/2022 | |
| 610 | Residentes en el Extranjero sin Establecimiento Permanente en México | Sí | Sí | 1/1/2022 | |
| 611 | Ingresos por Dividendos (socios y accionistas) | Sí | No | 1/1/2022 | |
| 612 | Personas Físicas con Actividades Empresariales y Profesionales | Sí | No | 1/1/2022 | |
| 614 | Ingresos por intereses | Sí | No | 1/1/2022 | |
| 615 | Régimen de los ingresos por obtención de premios | Sí | No | 1/1/2022 | |
| 616 | Sin obligaciones fiscales | Sí | No | 1/1/2022 | |
| 620 | Sociedades Cooperativas de Producción que optan por diferir sus ingresos | No | Sí | 1/1/2022 | |
| 621 | Incorporación Fiscal | Sí | No | 1/1/2022 | |
| 622 | Actividades Agrícolas, Ganaderas, Silvícolas y Pesqueras | No | Sí | 1/1/2022 | |
| 623 | Opcional para Grupos de Sociedades | No | Sí | 1/1/2022 | |
| 624 | Coordinados | No | Sí | 1/1/2022 | |
| 625 | Régimen de las Actividades Empresariales con ingresos a través de Plataformas Tecnológicas | Sí | No | 1/1/2022 | |
| 626 | Régimen Simplificado de Confianza | Sí | Sí | 1/1/2022 |
Payment means type code
Invoice/cac:PaymentMeans/cbc:PaymentMeansCode
A conditional attribute to express the key of the form of payment of the goods or services covered by the receipt, for example, 01.
Zuora e-invoice file templates use 99 as the default value.
| c_FormaPago | Descripción |
|---|---|
| 01 | Efectivo |
| 02 | Cheque nominativo |
| 03 | Transferencia electrónica de fondos |
| 04 | Tarjeta de crédito |
| 05 | Monedero electrónico |
| 06 | Dinero electrónico |
| 08 | Vales de despensa |
| 12 | Dación en pago |
| 13 | Pago por subrogación |
| 14 | Pago por consignación |
| 15 | Condonación |
| 17 | Compensación |
| 23 | Novación |
| 24 | Confusión |
| 25 | Remisión de deuda |
| 26 | Prescripción o caducidad |
| 27 | A satisfacción del acreedor |
| 28 | Tarjeta de débito |
| 29 | Tarjeta de servicios |
| 30 | Aplicación de anticipos |
| 31 | Intermediario pagos |
| 99 | Por definir |
Tax Category
Tax category name
Invoice/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cbc:Name
A conditional attribute to indicate the value of the rate or quota of the tax that is transferred for this concept. It is required when the tag TipoFactor attribute has a key that corresponds to the tag TasaOCuota
Total Transfer/TipoFactor include the following values:
- S: Tasa
- E: Exento
- O: Cuota
Zuora templates use S as the default value.
Tax category ID
Invoice/cac:TaxTotal/cac:TaxSubtotal/cac:TaxCategory/cac:TaxScheme/cbc:ID
A attribute required to indicate the key of the transferred tax type applicable to this Concepto.
Zuora templates use IVA as the default value.