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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/TI-Sin-Problemas/erpnext_mexico_compliance/llms.txt

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This guide takes you from a freshly installed ERPNext Mexico Compliance app to a fully stamped CFDI Sales Invoice. You will configure your Digital Signing Certificate (CSD), connect to the TI Sin Problemas stamping service, verify your master data, and issue your first CFDI — all without leaving ERPNext Desk.
CFDI stamping requires an active package of stamp credits and API credentials (API Key and API Secret) issued by TI Sin Problemas. To purchase a package, send an email to [email protected]. You will receive your API Key and API Secret together with your stamp package confirmation.
1

Add a Digital Signing Certificate

The SAT requires every CFDI to be digitally signed using a valid Certificado de Sello Digital (CSD) issued to your company. You must upload this certificate to ERPNext before any invoice can be stamped.
  1. In ERPNext Desk, navigate to Mexico Compliance → Digital Signing Certificate.
  2. Click New.
  3. In the Company field, select the company that will issue the CFDI documents.
  4. In the Certificate File (.cer) field, attach your .cer certificate file issued by the SAT.
  5. In the Certificate Key File (.key) field, attach your .key private key file.
  6. Enter the Certificate Key Password that protects your .key file.
  7. Click Save.
Each company in ERPNext requires its own Digital Signing Certificate. If you operate multiple companies under one ERPNext instance, add a separate certificate record for each one.
2

Configure CFDI Stamping Settings

CFDI Stamping Settings is the central configuration DocType that connects ERPNext to the TI Sin Problemas stamping web service.
  1. Navigate to Mexico Compliance → CFDI Stamping Settings.
  2. Enter your API Key in the corresponding field.
  3. Enter your API Secret in the corresponding field.
  4. If you are configuring a production environment, uncheck the Test mode checkbox. Leave Test mode enabled while you are validating your setup in a non-production site.
  5. Optionally, enable Stamp on submit if you want Sales Invoices to be stamped automatically the moment they are submitted, without requiring a manual button click.
  6. Click Save.
3

Check available credits

Before stamping invoices, confirm that your account has sufficient credits.
  1. In Mexico Compliance → CFDI Stamping Settings, click the Available credits button.
  2. The current credit balance for your API account will be displayed.
If your credit balance is zero or insufficient, contact [email protected] to top up your account.
4

Prepare your master data

The SAT requires specific catalog codes on every CFDI line item. Before stamping your first invoice, verify that the following records are configured correctly in ERPNext:
RecordRequired fieldWhere to set it
CustomerValid RFC (Tax ID)Customer → Tax ID
CustomerSAT Tax RegimeCustomer → SAT Tax Regime
Customer AddressZip CodeAddress linked to the Customer
Company AddressZip CodeAddress linked to the Company
ItemSAT Product or Service KeyItem → SAT Product or Service Key
UOMSAT UOM KeyUOM → SAT UOM Key
Mode of PaymentSAT Payment MethodMode of Payment → SAT Payment Method
All SAT catalog values (Tax Regime, Product/Service Key, UOM Key, Payment Method) are available as linked fields pointing to the SAT catalog DocTypes that ship with the app. Use the search on each field to find the correct SAT code for your use case.
The Sales Invoice itself also requires a SAT Payment Option (Método de pago SAT) and a SAT CFDI Use field. These can be set directly on the invoice or defaulted from the Customer record.
5

Stamp a Sales Invoice

With configuration and master data in place, you can stamp your first CFDI.If auto-stamp on submit is enabled:
  1. Create and complete a Sales Invoice as normal.
  2. Click Submit. The app will automatically call the stamping service after submission. The Stamped XML field on the invoice will be populated with the signed CFDI XML returned by the SAT.
If auto-stamp is not enabled:
  1. Create, complete, and submit a Sales Invoice.
  2. On the submitted invoice form, click the Stamp CFDI button.
  3. A dialog will appear prompting you to select a Digital Signing Certificate for the company issuing the invoice. Choose the appropriate certificate and confirm.
  4. The app sends the invoice data to the TI Sin Problemas stamping service, which returns the SAT-sealed XML. The Stamped XML field is updated with the result.
A successfully stamped invoice will display the SAT UUID (fiscal folio) in the Stamped XML field. One credit is deducted from your account per stamp.
6

Download CFDI files

After a Sales Invoice has been stamped, you can retrieve the official CFDI files for your records or to send to your customer.
  1. On the stamped Sales Invoice form, open the CFDI Actions button group.
  2. Click Download CFDI files.
  3. ERPNext will package the signed XML file and the PDF representation of the CFDI into a single ZIP archive and prompt you to download it.
Share the XML file with your customer — Mexican regulations require the XML to be delivered alongside any printed or PDF representation of the invoice.

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Next steps

CFDI Overview

Learn how CFDI documents are structured, how Sales Invoice and Payment Entry stamping differ, and what data is included in the generated XML.

CFDI Cancellation

Understand the SAT cancellation process, how to provide a cancellation reason and substitute document, and how the hourly status check job keeps your records up to date.

Stamping Settings Reference

Full reference for all fields in CFDI Stamping Settings, including Test mode behavior, auto-stamp configuration, and API credential management.

SAT Catalogs

Browse all SAT catalog DocTypes included with the app — payment methods, tax regimes, product/service keys, units of measure, and cancellation reasons.

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