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