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1 | 1 | # Automatic CFDI Issuance |
2 | 2 |
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3 | | -:::caution 🚧 Feature in Development |
| 3 | +### 🔑 How to access the app settings |
4 | 4 |
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5 | | -This feature is still in development. |
6 | | -We are working to enable the automation of document issuance. |
| 5 | +Once the Facturapi app is installed, follow these steps to access its configuration: |
7 | 6 |
|
8 | | -Stay tuned for our updates. |
| 7 | +1. Open your [Stripe Dashboard](https://dashboard.stripe.com/) |
| 8 | +2. Click the **Facturapi** icon in the top right corner |
| 9 | +3. Click the **three-dot menu** `⋮` |
| 10 | +4. Select **"View App settings"** |
9 | 11 |
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10 | | -::: |
| 12 | +--- |
| 13 | + |
| 14 | +### ⚙️ Enable automation |
| 15 | + |
| 16 | +The app allows you to automatically generate CFDIs based on common events like new invoices, payments, credit notes, and refunds. |
| 17 | + |
| 18 | +When enabled, the following automatic actions can be configured: |
| 19 | + |
| 20 | +- **Send CFDIs by email when generated** |
| 21 | + Automatically sends an email to the customer with the CFDI attached as soon as it's issued. |
| 22 | + |
| 23 | +- **Send a link to edit tax information to new customers** |
| 24 | + If a customer has no tax information registered, a link will be sent automatically so they can complete it before the CFDI is generated. |
| 25 | + |
| 26 | +- **Send a link to edit tax information with errors** |
| 27 | + If any of the required fields —RFC, Postal Code, Tax Regime, or Business Name— have errors, the customer will receive a link to correct them before the CFDI is issued. |
| 28 | + |
| 29 | +- **Generate pending CFDIs for the month when editing tax information** |
| 30 | + When a customer updates their tax information, the app can automatically issue all CFDIs that were pending for the current month. |
| 31 | + |
| 32 | +- **Generate CFDIs for unpaid invoices** |
| 33 | + For unpaid invoices, the app automatically issues a type I CFDI (income) with payment method PPD (payment in installments or deferred). When the payment is received, a type P CFDI (payment receipt) is issued automatically. |
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