FacturaMX for WooCommerce

Beskrywing

In Mexico, a customer who needs a tax receipt (CFDI) for an online purchase
usually has to email the store, wait, and hope somebody types their tax details
correctly. This plugin turns that into a page on your own site.

The customer opens the invoicing page, types the order number and the exact
amount they paid, fills in their tax data, and receives a stamped CFDI 4.0. The
store owner does nothing.

What it does

• A public invoicing page. Add the [facturamx_portal] shortcode to any
  page. No customer account is required: the order number plus the exact amount
  paid is what proves the order is theirs.
• An admin invoicing box. Every order gets a FacturaMX metabox so you can
  issue the CFDI yourself when a customer asks by phone or email, or send the
  order to FacturaMX as a draft quotation and turn it into an invoice from the
  FacturaMX panel.
• The invoice reaches the customer by email. When the customer leaves an
  email address, FacturaMX sends the CFDI with its PDF and XML attached.
• Tax data is validated before anything is issued. RFC, postal code, tax
  regime and CFDI use are checked against the SAT catalogs first, so the
  customer fixes a typo in a form instead of finding out through a rejected
  stamp.
• SAT keys per product. The store has a global product key, unit key and VAT
  rate; any product can override them from its own FacturaMX tab. A shipping
  line and a bag of coffee do not share a ClaveProdServ.
• Totals must reconcile. If the sum of the invoice lines does not match what
  the customer actually paid, the plugin refuses to issue and explains the
  difference. A CFDI that disagrees with the payment is worse than no CFDI.
• The PDF and the XML are served from your site. Download links go through
  your own site, so your API token is never exposed to the browser.
• Guided setup. Nothing is issued until the connection has been tested with
  the current token and every product has its own SAT key. The settings screen
  lists what is missing, product by product, so the first CFDI is not a
  placeholder.

What it does not do

• It does not stamp anything by itself. Stamping is done by FacturaMX, an
  external service — see External services below.
• It does not replace your accountant, and it does not decide which products are
  VAT-exempt. You declare that.

Requirements

• WooCommerce 8.0 or newer.
• PHP 8.0 or newer.
• An account at FacturaMX (https://facturamx.top) with a public API token, and
  a valid SAT digital seal certificate (CSD) uploaded there.

Pricing

The plugin is free. Issuing a CFDI is done by FacturaMX and consumes one
“stamp” (timbre) from your FacturaMX account: new accounts get 3 free stamps,
valid for 30 days, and further stamps are sold in packages at
https://facturamx.top. The plugin never
issues anything on its own: only when a customer or an administrator submits the
invoicing form.

En español

FacturaMX for WooCommerce permite que tus clientes generen su propia factura
electrónica (CFDI 4.0) desde tu tienda, sin escribirte y sin que tú entres al
portal del SAT.

• Página de facturación con la etiqueta [facturamx_portal]: el cliente
  escribe su número de pedido y el monto que pagó, llena sus datos fiscales y
  descarga su factura en PDF y XML. También le llega por correo.
• Facturar desde el pedido en el administrador de WooCommerce, o mandarlo a
  FacturaMX como cotización para convertirlo en factura desde el panel.
• Valida RFC, código postal, régimen y uso del CFDI contra los catálogos del
  SAT antes de timbrar.
• Un pedido no se factura dos veces, aunque ya se haya facturado desde el
  panel de FacturaMX.
• El CFDI cuadra con lo que pagó el cliente; si no cuadra, no se emite.

El plugin es gratuito. Para timbrar necesitas una cuenta en
FacturaMX, con tu CSD cargado: al registrarte recibes
3 timbres gratis, válidos por 30 días. Guía de instalación en español:
https://facturamx.top/plugin-woocommerce

External services

This plugin connects to FacturaMX (https://facturamx.top), a third-party CFDI
stamping service, to issue the tax receipts (CFDI 4.0) your customers request.
An account and an API token are required; the plugin does nothing until you
enter one in its settings.

Data is sent in these situations, and only then:

1. When the invoicing form loads the SAT catalogs it needs (tax regimes and
   CFDI uses), the plugin calls GET /api/public/catalogs. No customer data is
   sent in this request.
2. When a customer or an administrator submits the invoicing form, the plugin
   calls POST /api/public/invoice sending:
   • the customer’s tax data: legal name, RFC (Mexican tax ID), tax regime,
     postal code and, if provided, email address;
   • the CFDI use, the payment method and the payment form;
   • the order’s line items: description, quantity, unit price, VAT rate, the
     SAT product and unit keys, and the SKU when the product has one;
   • the order identifier, as an external reference, so that two simultaneous
     submissions cannot produce two invoices for the same order.
     If an email address is provided, FacturaMX uses it to email the invoice
     (PDF and XML) to the customer.
3. When somebody downloads an already issued invoice, the plugin calls
   GET /api/public/invoice/{id}/{format} to fetch its PDF or XML. Only the
   identifier of that invoice is sent.
4. When a customer looks up an order on the invoicing page and the order has no
   invoice in the store yet, the plugin calls
   GET /api/public/invoice?external_id={order} to check whether the store
   already invoiced it from the FacturaMX panel. Only the order identifier is
   sent.
5. When an administrator clicks “Enviar a FacturaMX como cotización” (send to
   FacturaMX as a quotation) on an order,
   the plugin calls POST /api/public/quotation with the same data as in point 2
   (as far as it has been filled in). Nothing is stamped.

Nothing is sent when a visitor merely browses your store, and nothing is sent
about orders that nobody asks to invoice.

Service provided by FacturaMX:

• Terms of service: https://facturamx.top/terminos
• Privacy policy: https://facturamx.top/privacidad