[MX] Bulk Upload - Invoice (CFDI Ingreso)

Use an invoice (CFDI Ingreso) every time you sell goods or services. 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. An invoice 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.

Column by column

Document

Column	Value / format	Required	Notes
`Issuing Country`	`MX`	Yes	Always `MX`.
`Issuer`	Value given by Brinta	Yes	Must match the selected adapter.
`Invoice External ID`	Your own ID	Yes	Your reference for the invoice. Same value on every row of the invoice.
`Invoice Serie`	Text, e.g. `A`	No	SAT series (Serie).
`Invoice Number`	Number	No	SAT folio (Folio).
`Invoice Reason`	SAT `c_UsoCFDI` code	Yes	Use the code the buyer gives you, e.g. `G03` (general expenses). `S01` for the general public.
`Export Reason`	`01`, `02`, `03`, `04`	Yes	SAT `c_Exportacion`. Use `01` (not an export) for domestic sales. Keep the leading zero. See the Export Reason tab.
`Invoice Date`	`yyyy-mm-dd`	Yes	Use the date you upload the file.
`Invoice Due Date`	`yyyy-mm-dd`	Yes
`Invoice Type`	`debit`	Yes
`Invoice Document Type`	`invoice`	Yes	Lowercase.
`Invoice payment type`	Text	No	Payment terms.
`Period Start Date` / `Period End Date`	`yyyy-mm-dd`	No	First and last day of the period the invoice covers, for example a week or a month of sales to the general public grouped in one invoice. Leave both empty for a single sale.
`Additional info`	Free text	No

Buyer

Column	Value / format	Required	Notes
`Client External ID`	Your own ID	No	Your reference for the buyer.
`Buyer Type`	`business` or `person`	Yes	`business` for a persona moral, `person` for a persona física.
`Buyer Tax registration number`	RFC	Yes	12 characters for companies, 13 for individuals. No dashes or spaces.
`Buyer Tax Registration Status`	Value from the Tax Registration Status tab	Yes	The buyer's fiscal regime (régimen fiscal). Copy it exactly, e.g. `Régimen general`.
`Buyer Tax Registration Type`	`RFC`, `CURP`, `RFC personas físicas`	Yes	`RFC` for companies. `CURP` or `RFC personas físicas` for individuals.
`Buyer 2nd Tax registration number`	Tax ID	No	Only for foreign buyers: their tax ID in their country.
`Buyer 2nd Tax registration location`	ISO country code	With the 2nd tax ID	Country that issued the 2nd tax ID.
`Buyer Name`	Name	No	Trade name.
`Buyer Legal Name`	Legal name	Yes	Exactly as registered at SAT.
`Buyer Country`	ISO code	Yes	`MX` for Mexican buyers. The buyer's country for foreign buyers.
`Buyer State`	ISO 3166-2:MX code	Yes	Example: `MX-CMX`. See state codes.
`Buyer City`	City	Yes
`Buyer Address`	Street and number	No	Fiscal address.
`Buyer Postal Code`	5 digits, as text	Yes	The buyer's fiscal postal code. With a generic RFC, use the issuer's postal code.
`Buyer Email`	Email	No	The invoice is sent to this address.

Item, payment and VAT

Column	Value / format	Required	Notes
`Item Category`	SAT `c_ClaveProdServ` code	Recommended	Product or service key, e.g. `84121606`.
`Unit Code`	SAT `c_ClaveUnidad` code	Recommended	Unit key, e.g. `E48` (service), `H87` (piece).
`Item Name`	Text	Yes	Description as it should appear on the CFDI.
`Invoice Payment Method Code`	SAT `c_FormaPago` code	Yes	E.g. `03` (bank transfer), `04` (credit card), `27`. Keep the leading zero. Use `99` (to be defined) when the invoice will be paid later or in installments; you then issue a payment complement for each payment. Any other code means the invoice is paid in full when issued. See the Payment Method tab.
`Invoice Payment Method Name`	Free text	No	Your own description of the payment method.
`Payment method type`	`cash`, `bank transfer`, `credit card`, `debit card`, `digital wallet`	No	See the Payment Method tab.
`Invoice Currency`	`MXN`, `USD`, ...	Yes
`Invoice Exchange rate`	Number	When currency is not `MXN`	Exchange rate to MXN, e.g. `17.84`.
`Item Amount`	Number	Yes	Amount before VAT.
`VAT Rate`	`0.16`, `0.08` or `0`	Yes	`0.16` standard, `0.08` border region, `0` zero-rated.
`VAT Amount`	Number	Yes	`Item Amount` × `VAT Rate`, two decimals.

Leave the Original ... columns empty: they are only for credit and debit notes.

Buyers without their own RFC

Case	`Buyer Tax registration number`	`Buyer Legal Name` / `Buyer Name`	`Buyer Tax Registration Status`	`Invoice Reason`	`Buyer Postal Code`
General public (público en general)	`XAXX010101000`	`PUBLICO EN GENERAL`	`Sin obligaciones fiscales`	`S01`	The issuer's postal code
Foreign buyer	`XEXX010101000`	The buyer's legal name	`Sin obligaciones fiscales`	`S01`	The issuer's postal code

For a foreign buyer, Buyer Country is the buyer's country (for example US), not MX. Also fill in Buyer 2nd Tax registration number and Buyer 2nd Tax registration location with their tax ID and its country.

Example row

Column	Value
`Issuing Country`	`MX`
`Issuer`	(your issuer value)
`Invoice External ID`	`INV-2026-0001`
`Invoice Reason`	`G03`
`Export Reason`	`01`
`Invoice Date`	`2026-06-30`
`Invoice Due Date`	`2026-07-30`
`Invoice Type`	`debit`
`Invoice Document Type`	`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`	`Payment processing services - June 2026`
`Invoice Payment Method Code`	`03`
`Invoice Currency`	`MXN`
`Item Amount`	`1000.00`
`VAT Rate`	`0.16`
`VAT Amount`	`160.00`

Things to check before uploading

RFC, legal name, fiscal regime and postal code match the buyer's SAT registration (Constancia de Situación Fiscal).
Invoice Reason is a c_UsoCFDI code the buyer's regime can use.
Postal codes, Export Reason and Invoice Payment Method Code kept their leading zeros.
VAT amount equals item amount × VAT rate.