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    CFDI 4.0 invoice (Mexico) stamped and emailed

    Receive an order, build and stamp the CFDI 4.0 through your PAC and email the printable version with its UUID to the customer.

    Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.

    Workflow diagram: CFDI 4.0 invoice (Mexico) stamped and emailed

    What it does

    Every order reaching the webhook becomes a CFDI 4.0: the workflow builds the receipt, seals it with your CSD, stamps it through the PAC set in your SAT credential and generates the printable version with its QR code. The customer gets it by email and the source system gets the UUID.

    What you need: a SAT credential (RFC, CSD and PAC details; start in the testing environment) and an SMTP account.

    How to use it: install the template, connect the credentials and send a JSON with receptor and conceptos to the webhook.

    How to set it up

    1. 1

      Connect the sat credential

      This template uses sat in: Timbrar CFDI, Generar representación. Create or pick the credential and assign it in those nodes.

    2. 2

      Connect the smtp credential

      This template uses smtp in: Enviar al cliente. Create or pick the credential and assign it in those nodes.

    3. 3

      Copy the webhook URL (Recibir pedido)

      A new URL is generated on install. Paste it into the external system that must call this workflow.

    4. 4

      Use the PAC testing environment

      Create the SAT credential with the test CSD and your PAC sandbox. Switch to production only once test stamping works.

    5. 5

      Send a test CFDI

      Send a POST to the webhook with {"tipoDeComprobante":"I","email":"customer@example.com","receptor":{"rfc":"XAXX010101000","nombre":"PUBLICO EN GENERAL","codigoPostal":"01000"},"conceptos":[{"descripcion":"Service","cantidad":1,"valorUnitario":1000}]}.

    6. 6

      Activate the workflow

      Workflows are installed inactive. Once everything is set, activate it.

    Try it in under 5 minutes

    Create the template in your account, connect your credentials and activate it when you are ready.

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