Basic Info

Country

country

Yes

From the Country list, select a country or region where you must comply with e-invoicing requirements.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Seller is registered with the relevant legal authority.

For Mexico, it’s an attribute required to register the name, denomination, or business name of the taxpayer registered in the RFC.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

For Mexico, the value is the RFC Number, you need to retrieve this number from the Mexico tax authority. It’s an attribute required to register the Issuer's RFC key. For example, IIA040805DZ4

Business Number Schema Id

businessNumberSchemeId

Yes

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Seller as a legal entity or person.

For Mexico, it’s 9930 typically.

Trade Name

tradeName

No

In the Trade Name field, specify the name that the Seller is known as, other than the legal business name.

Tax Register Number

taxRegisterNumber

Yes

In the Tax Register Number field, specify the Seller's VAT identifier (also known as Seller VAT identification number) or the local identification (defined by the Seller’s address) of the Seller for tax purposes, or a reference that enables the Seller to state the registered tax status.

For Mexico, it’s the RFC number.

E-Invoice Destination Code

endpointId

No

In the E-Invoice Destination Code field, specify the Seller's electronic address, to which the application-level response to the e-invoice file might be delivered.

E-Invoice Destination Code Schema Id

endpointSchemeId

No

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Seller’s electronic address.

Business Address

Address 1

addressLine1

Yes

In the Address 1 field, specify the first line of the Seller’s address, which is often a street address or business name.

It’s required for the Credit Memo.

Address 2

addressLine2

No

In the Address 2 field, specify the second line of the Seller’s address, which is often the name of a building.

Postal Code

postalCode

Yes

In the Postal Code field, specify the short code that can identify the business address. Seller postcode: The identifier for an addressable group of properties according to the relevant postal service.

City

city

Yes

In the City field, specify the name of the city where the business is located.

It’s required for the Credit Memo.

State/Province

state

No

In the State/Province field, specify the name of the state or province where the business is located.

Contact Info

Contact Name

contactName

No

In the Contact Name field, specify the name of the Seller contact to receive e-invoicing data.

Email

email

No

In the Email field, specify the email address of the Seller contact to receive e-invoicing data.

Business Phone Number

phoneNumber

No

In the Business Phone Number field, specify the business phone number of the Seller contact to receive e-invoicing data.

Service Provider

Provider

serviceProviderId

Yes

From the Provider list, select your e-invoicing service provider.

For Mexico, if the service provider is Avalara, the E-Invoice Process automatically changes to Clearances.

Billing Document Type

• Invoice

• Credit Memo

• Debit Memo

• invoiceEnabled

• creditMemoEnabled

• debitMemoEnabled

Yes

Select one or more of the following billing document types to be supported:

• Invoice

• Credit Memo

• Debit Memo

These document types are selected by default.

Generate E-Invoice for Customer

enabled

Yes

Enable the e-invoicing profile for the customer account.

If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:

• The account must be configured to generate e-invoice files for billing documents.

• The billing document must be in Posted status.

• A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.

Business Category

BusinessCategory

Yes

The following three options are available:

• B2B (Business to Business)

• B2C (Business to Consumer)

• B2G (Business to Government)

Mexico uses mandates B2B or B2C.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Buyer is registered with the relevant legal authority.

For Mexico, It’s an attribute required to register the name(s), first surname, second surname, as appropriate, denomination or business name of the taxpayer.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

For Mexico, it’s the Buyer identifier. It’s an attribute required to register the RFC key of the Receiver.

Business Number Schema Id

businessNumberSchemeId

Yes

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.

Tax Register Number

taxRegisterNumber

No

In the Tax Register Number field, specify the Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.

E-Invoice Destination Code

endpointId

No

In the E-Invoice Destination Code field, specify the Buyer's electronic address, to which the application-level response to the invoice/billing document might be delivered.

E-Invoice Destination Code Schema Id

endpointSchemeId

No

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Buyer’s electronic address.

Country

country

Yes

From the Country list, select Mexico .

Address 1

addressLine1

Yes

In the Address 1 field, specify the first line of the Buyer’s address, which is often a street address or business name.

It’s required for the Credit Memo.

Address 2

addressLine2

No

In the Address 2 field, specify the second line of the Buyer’s address, which is often the name of a building.

Postal Code

postalCode

Yes

In the Postal Code field, specify the short code that can identify the business address.

For Mexico, it’s an attribute required to register the postal code of the tax domicile of the recipient of the receipt.

City

city

Yes

In the City field, specify the name of the city where the business is located.

It’s required for the Credit Memo.

State/Province

state

No

In the State/Province field, specify the name of the state or province where the business is located.