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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Country-specific configurations Sovos for Mexico

Field mapping for e-invoice file templates for Mexico

Ensure accurate field mapping for e-invoice file templates in Mexico's e-invoicing process, with customization options for business requirements.

In the e-invoicing clearance process in Mexico, ensure that the field mapping for e-invoice file templates is complete and correct. The following fields are used in the default e-invoice file template.
Note: you might have to customize the default e-invoice file template if the default field mapping does not align with your business requirements.

E-invoicing business regions configuration for Mexico

In the e-invoicing clearance process in Mexico, you must configure business regions according to Mexico-specific requirements.

The business region objects can be looked up according to the country and state, and their related fields can be mapped accordingly within the e-invoicing template. You must configure e-invoicing business regions for Mexico according to Mexico-specific requirements.

The following table lists the business region settings you must configure in the Add Business Region

UI SectionUI FieldAPI FieldRequiredDescription
Basic InfoCountrycountryYesFrom the Country list, select a country or region where you must comply with e-invoicing requirements.
Legal Business NamebusinessNameYesSpecify the full official name of the Seller registered with the relevant legal authority. Use uppercase.
Legal Business NumberbusinessNumberYesSpecify the unique identifier of the legal entity or person. For Mexico, this is the Supplier Tax ID (RFC), alphanumeric with length 12 to 13.

Sample XML mapping:


<cac:PartyIdentification>
  <cbc:ID schemeID="TaxID">{{VarBusinessNumber}}</cbc:ID>
</cac:PartyIdentification>
Business Number Schema IdbusinessNumberSchemeIdNoSpecify the identification scheme identifier. For Mexico, always use TaxID. If not set, it can be hard-coded in the template.
Trade NametradeNameNoSpecify the Seller’s trade name, if different from the legal business name.
Tax Register NumbertaxRegisterNumberNoSpecify the Seller’s VAT ID or local tax identifier.
E-Invoice Destination CodeendpointIdNoSpecify the Seller's electronic address where the response to the e-invoice file may be delivered.
E-Invoice Destination Code Schema IdendpointSchemeIdNoSpecify the identification scheme for the Seller’s electronic address.
Business AddressAddress 1addressLine1NoSpecify the first line of the Seller’s address (street or business name).
Address 2addressLine2NoSpecify the second line of the Seller’s address (e.g., building name).
Postal CodepostalCodeYesSpecify the 5-digit código postal (CP) as registered with SAT for both sender and recipient.
CitycityNoSpecify the city where the business is located.
State/ProvincestateNoSpecify the state or province where the business is located.
Contact InfoContact NamecontactNameNoSpecify the Seller contact’s name for e-invoicing correspondence.
EmailemailNoSpecify the contact email address for e-invoicing communications.
Business Phone NumberphoneNumberNoSpecify the Seller’s business phone number.
Service ProviderProviderserviceProviderIdYesSelect your e-invoicing service provider. For Mexico, if Sovos is used, choose Clearance with Cancellation for full cancellation support. Use Clearance Only if handling cancellations externally.
Digital SignatureEnable PDF Digital SignaturedigitalSignatureEnableNoSpecify whether to enable digital signing of PDF billing documents. Click Yes to enable. Default is No.
Billing Document TypeInvoice, Credit Memo, Debit MemoinvoiceEnabled, creditMemoEnabled, debitMemoEnabled—Select supported document types. Default for Mexico includes all three. Exclude specific credit memos (e.g., reversals) by using conditional rules.

E-invoicing profiles for accounts configuration in Mexico

According to Mexico-specific requirements, you must configure e-invoicing profiles for customer accounts involved in the e-invoicing business.

The following table lists the e-invoicing profile settings to configure for a customer account in Mexico.

UI FieldAPI FieldRequiredDescription
Generate E-Invoice for CustomerenabledYes Enable the e-invoicing profile for the customer account.

All billing documents for an account can be submitted to the e-invoicing service provider if the following conditions are met:

  • The account is configured to generate e-invoice files for billing documents.
  • The billing document is in Posted status.
  • A business region exists for the billing country contact and is linked to an e-invoicing service provider.
Business CategoryBusinessCategoryYes Choose from the following options:
  • B2B (Business to Business)
  • B2C (Business to Consumer)
  • B2G (Business to Government)

For Mexico, specify B2B or B2C.

Legal Business NamebusinessNameYes Specify the full official name that the Buyer is registered with the relevant legal authority.

For Mexico, use the name as registered with the relevant fiscal authority.

Legal Business NumberbusinessNumberYes Specify the unique identifier number of the Buyer (legal entity or person).

For Mexico, two identification scheme options are available:

  • TaxID: Receiver Tax ID (Clave del Registro Federal de Contribuyentes)
  • ForeignerTaxID: Foreign receiver's tax ID

For TaxID, this is the Federal Taxpayers Registry code for the receiving taxpayer. For ForeignerTaxID, this expresses the Receptor’s tax identity registration number when the entity is a foreign resident.

Sample XML mapping:


<cac:PartyIdentification>
  <cbc:ID schemeID="TaxID">{{Account.EInvoiceProfile.BusinessNumber}}</cbc:ID>
</cac:PartyIdentification>
Business Number Schema IdbusinessNumberSchemeIdNo Specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.

For Mexico, available options are:

  • TaxID: Receiver Tax ID (Clave del Registro Federal de Contribuyentes)
  • ForeignerTaxID: Foreign receiver's tax ID

Zuora’s default e-invoice templates use TaxID.

Tax Register NumbertaxRegisterNumberNo Specify the Buyer’s VAT ID or local tax identification number, or any reference used to indicate registered tax status.
E-Invoice Destination CodeendpointIdNo Specify the Buyer’s electronic address where the application-level response to the e-invoice or billing document will be delivered.
E-Invoice Destination Code Schema IdendpointSchemeIdNo Specify the identification scheme for the Buyer’s electronic address.

Sold-to contacts for accounts configuration in Mexico

You must configure sold-to contacts for customer accounts involved in the e-invoicing business in Mexico.

The following table lists the contact-related fields involved in the e-invoicing business in Mexico.

UI FieldAPI FieldRequiredDescription
CountrycountryYes From the Country list, select Mexico.
Address 1addressLine1No Specify the first line of the Buyer’s address, which is often a street address or business name.
Address 2addressLine2No Specify the second line of the Buyer’s address, which is often the name of a building.
Postal CodepostalCodeYes Specify the short code that identifies the business address.

For Mexico, this is the postal identifier for the address as defined by the national postal service (ZIP or Post Code).

The postal code must be:

  • A valid, five-digit Mexican ZIP code.
  • Registered with the SAT in the official catalog of ZIP codes.
CitycityNo Specify the name of the city where the business is located.

For Mexico, this value represents a city, town, or village name.

State/ProvincestateNo Specify the state or province where the business is located.

For Mexico, this represents the political or administrative division (such as a county, province, or state), expressed as a standardized code.

Note: E-Invoice requires a two-letter abbreviation for the state. It is recommended to create and use a custom field on the contact object to store this value.

Custom fields creation specific to e-invoicing

You must create and manage custom fields to store country-specific information for mapping to Sovos. It is best practice to use the objects and custom fields listed in the following table.

ObjectCustom FieldNotes
Product Rate Plan ChargeItemCode__c Create this custom field of the string type to store the item identifier for a product or service.

The product and service catalog is a mandatory, standardized classification system for all products and services traded in Mexico. It is used for e-invoicing (CFDI) purposes and is published and maintained by the Tax Administration Service (SAT).

Invoice, Debit MemoDocumentReferenceID__c Create a custom field named DocumentReferenceID__c on the Invoice and Debit Memo objects.

This field stores a reference to the original document being replaced and is required when canceling a billing document and replacing it with a new one (Invoice or Debit Memo).

These custom fields are integral to the default e-invoice file templates. If you opt to define custom fields with different names or on alternative objects, you are required to make adjustments to the default templates.

Last updated: October 24, 2025