[MX] Bulk Upload - Credit and debit notes

A credit note (CFDI Egreso) reduces or cancels the amount of an invoice already issued: returns, discounts or adjustments. A debit note increases it. For the general upload steps and format rules, see the Mexico bulk upload manual.

Fill in the Invoices tab. Each row in the file is one item. A note with several items takes several rows with the same Invoice External ID; repeat the document and buyer columns with the same values on each of those rows.

Document type

Note	`Invoice Document Type`	`Invoice Type`
Credit note	`credit note`	`credit`
Debit note	`debit note`	`debit`

Columns that change for notes

Fill in every column as described in the Invoice guide, with these differences:

Column	Value / format	Required	Notes
`Invoice Document Type`	`credit note` or `debit note`	Yes	Lowercase.
`Invoice Type`	`credit` or `debit`	Yes	See the table above.
`Invoice Reason`	Credit notes: `void`, `return` or `discount`. Debit notes: SAT `c_UsoCFDI` code	Yes	`void` cancels or corrects the original invoice. `return` for returned goods, `discount` for a discount or rebate.
`Original invoice BRINTA id`	Brinta ID of the original invoice	Yes	Find it in Invoicing → Outgoing, in the detail of the original invoice.
`Original document type`	`invoice` or `debit note`	No	Type of the original document.
`Original invoice serie`	Text	No	Series of the original invoice.
`Original invoice number`	Number	No	Folio of the original invoice.
`Original invoice date`	`yyyy-mm-dd`	No	Date of the original invoice.
`Original Item ID`	Brinta ID of the original item	No
`Item Name`	Text	Yes	What is credited or added, e.g. `Discount on June services`.
`Item Amount`	Number	Yes	Amount credited or added, before VAT. Positive number.
`VAT Rate`	Same rate as the original invoice	Yes
`VAT Amount`	Number	Yes	`Item Amount` × `VAT Rate`.

The buyer columns must have the same data as the original invoice.

Example row (credit note)

Column	Value
`Issuing Country`	`MX`
`Issuer`	(your issuer value)
`Invoice External ID`	`NC-2026-0001`
`Invoice Reason`	`discount`
`Export Reason`	`01`
`Invoice Date`	`2026-07-02`
`Invoice Due Date`	`2026-07-02`
`Invoice Type`	`credit`
`Invoice Document Type`	`credit note`
`Original invoice BRINTA id`	(Brinta ID of the invoice)
`Buyer Type`	`business`
`Buyer Tax registration number`	`TRA150604TW1`
`Buyer Tax Registration Status`	`Régimen general`
`Buyer Tax Registration Type`	`RFC`
`Buyer Legal Name`	`CLIENTE EJEMPLO`
`Buyer Country`	`MX`
`Buyer State`	`MX-CMX`
`Buyer City`	`Ciudad de México`
`Buyer Postal Code`	`06600`
`Item Category`	`84121606`
`Unit Code`	`E48`
`Item Name`	`Discount on June services`
`Invoice Payment Method Code`	`03`
`Invoice Currency`	`MXN`
`Item Amount`	`100.00`
`VAT Rate`	`0.16`
`VAT Amount`	`16.00`

Things to check before uploading

Original invoice BRINTA id is the Brinta ID, not your own external ID or the SAT UUID.
The note does not exceed the amount of the original invoice.
Currency and VAT rate match the original invoice.