Documentation Index
Fetch the complete documentation index at: https://mintlify.com/TI-Sin-Problemas/erpnext_mexico_compliance/llms.txt
Use this file to discover all available pages before exploring further.
CFDI Stamping Settings is a singleton DocType — there is exactly one instance per ERPNext site — that controls all aspects of CFDI stamping behavior. It centralizes your web service credentials, auto-stamp rules, default signing certificates, credit alerts, and premium email features in one place.
Navigate to Mexico Compliance → CFDI Stamping Settings to open the form.
Web service credentials
Enter the credentials provided by TI Sin Problemas when you purchased a stamps package. Both fields are required before any CFDI can be stamped.
| Field | Type | Description |
|---|
| API Key | Data | Your API key issued by TI Sin Problemas |
| API Secret | Password | Your API secret issued by TI Sin Problemas |
| Test Mode | Check | Default: enabled. Disable only in production environments |
Keep Test Mode enabled during development and testing. Stamps consumed in
test mode do not deduct from your credit balance, but the resulting CFDIs are
marked as test-only and are not valid for SAT submission. Disable Test
Mode only when you are ready to issue legally-valid production CFDIs.
https://cfdi.tisp-staging.com. When disabled, it connects to https://tisinproblemas.com.
The API Key, API Secret, and Test Mode can also be set via site configuration
keys cfdi_api_key, cfdi_api_secret, and cfdi_test_mode. When a value is
present in the site config, it takes precedence over what is entered in the
form and can only be changed by the site administrator.
Stamp behavior
| Field | Type | Default | Description |
|---|
| Stamp on submit | Check | Off | Automatically stamps documents when they are submitted |
| Default Digital Signing Certificates | Table | — | Default CSD per company, used when auto-stamping on submit |
Low credits warning
| Field | Type | Default | Description |
|---|
| Enable Low Credits Warning | Check | On | Show an alert banner when available credits fall at or below the threshold |
| Low Credits Threshold | Int | 50 | The credit level that triggers the warning |
Checking available credits
To query the current credit balance at any time, open the CFDI Stamping Settings form and click the Available Credits button in the form toolbar. The app calls the web service and displays the current available stamp count.
Premium features
The Is Premium field is a virtual (computed) Check field. It reflects whether the web service subscription associated with your API credentials is active and premium — the result of this check is cached for 12 hours. When the field evaluates to true, the Premium Features section of the form becomes visible and unlocks:
- Custom PDF templates — per-company, per-document-type Jinja HTML templates for branded CFDI PDFs.
- Automatic email sending — automatically email stamped CFDI files to the customer’s contacts after stamping.
See PDF & Email Templates for detailed setup instructions.
Email on stamp (premium)
The following fields are only visible when Is Premium is active.
| Field | Description |
|---|
| Send email on stamp | Enable automatic email dispatch after a document is successfully stamped |
| Send email to | Controls which contacts receive the email: All Billing Contacts or Document Contact |
| Email Templates | A table of per-document-type ERPNext Email Templates used as the email subject and body |
You can also send CFDI files manually at any time using the standard ERPNext
email dialog on the Sales Invoice or Payment Entry form. The app adds an
Attach CFDI Files checkbox to the compose window — checking it
automatically attaches the stamped ZIP file to the outgoing email.
