Testing recommendations in Avalara for Mexico
Zuora's e-invoicing tests cover various billing document types and operations, with detailed test cases provided for reference.
Because Zuora does not have real RFC tax IDs for Mexico, these scenarios were prepared as implementation test cases and were not executed end to end with the tax authority.
| Billing document type | Document source | Case category | Description |
|---|---|---|---|
| Invoice | Subscription | One charge | Create a subscription containing one rate plan charge with taxation, generate a draft invoice from the subscription, and then post the invoice. |
| Credit Memo | Invoice | One charge | Create a credit memo from the invoice, and post the credit memo. |
| Debit Memo | Invoice | One charge | Create a debit memo from the invoice, and post the debit memo. |
| Credit Memo | Invoice | One charge | Generate an invoice from the subscription, and reverse the invoice to create a credit memo from the invoice. |
| Credit Memo | Invoice | One charge | Generate an invoice from the subscription, and write off the invoice to create a credit memo from the invoice. |
| Credit Memo | Subscription | One charge | Generate a credit memo from the subscription cancellation, and post the credit memo. |
| Debit Memo | Credit Memo | One charge | Reverse the credit memo to create a debit memo from the invoice. |
| Invoice | Subscription | Multiple charges | Create a subscription containing multiple charges with taxation, generate a draft invoice from the subscription, and then post the invoice. |
| Credit Memo | Invoice | Multiple charges | Create a credit memo from the invoice, and post the credit memo. |
| Debit Memo | Invoice | Multiple charges | Create a debit memo from the invoice, and post the debit memo. |
| Credit Memo | Invoice | Multiple charges | Generate an invoice from the subscription, and reverse the invoice to create a credit memo from the invoice. |
| Credit Memo | Invoice | Multiple charges | Generate an invoice from the subscription, and write off the invoice to create a credit memo from the invoice. |
| Credit Memo | Subscription | Multiple charges | Generate a credit memo from the subscription cancellation, and post the credit memo. |
| Debit Memo | Credit Memo | Multiple charges | Reverse the credit memo to create a debit memo from the invoice. |
| Invoice | Standalone | Multiple charges | Create a standalone invoice containing multiple items from product rate plan charges, and post the invoice. |
| Credit Memo | Standalone | Multiple charges | Create a standalone credit memo containing multiple items from product rate plan charges, and post the credit memo. |
| Debit Memo | Standalone | Multiple charges | Create a standalone debit memo containing multiple items from product rate plan charges, and post the debit memo. |
Note: Zuora has not tested Mexico with a RFC number as Zuora can't apply for the RFC from the Mexican tax authority (SAT). RFC 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.