Facturama CFDI for WooCommerce — CFDI 4.0 invoices from orders for shops in Mexico

Facturama CFDI connects a WooCommerce shop to your Facturama account: a paid order becomes a CFDI 4.0 document, with the PDF and XML right in the order. Facturama has its own app for Shopify. For WooCommerce we did not find one: not on their site, on wordpress.org or in the WooCommerce marketplace.

This plugin has never worked with real Facturama. The same author wrote that server, so it can repeat our misreadings of the documentation. Try the plugin in the Facturama sandbox first.

The plugin makes no promise of legal compliance and is not tax advice. Check SAT codes, taxes, payment forms and the document itself with your accountant.

What the buyer sees

The checkout has a tick box “I need an invoice (CFDI)”. Without it the buyer sees nothing new. With it the RFC, the name from the tax certificate, regime, CFDI use and postal code open. A wrong RFC stops the order with a plain message, and regime and use are checked against person or company.

In Pro the buyer can request the CFDI later from the order page, even as a guest through the order link, and download the PDF and XML there. If one field is wrong, everything else typed stays in the form.

What the admin gets

In the settings you enter the Facturama user and password, the postal code of the place of issue, SAT codes and the payment form of each payment method. The test button shows the account name and branches.

The order has a CFDI box: it says in plain words what stops issuing and shows the button, folio fiscal, status, PDF and XML. Sandbox is marked clearly: such documents have no fiscal validity.

In Pro the CFDI goes out by itself at the status you choose. There you also get cancellation with the SAT motive, a credit note for a refund and the global invoice for a period, with a preview.

How it works, step by step

1. You enter the Facturama user and password and test the connection.
2. You set the postal code of issue, SAT codes and payment forms.
3. The buyer leaves tax data at checkout or does not.
4. After payment you press Issue CFDI, or Pro does it at the status you choose.
5. The PDF and XML are in the order, and the document number is in the notes.
6. In Pro, sales without their own CFDI go into a global invoice for a period.

Under the hood

• Folio and date are fixed before the first request. After a timeout the plugin looks the document up by folio before it sends anything.
• The password is stored encrypted with the keys of your wp-config.php and is never shown back.
• Paid orders only, as payment in one exhibition (PUE). No PPD and no payment complement.
• No Carta Porte, foreign trade, withholdings, payroll or invoices to the foreign RFC XEXX010101000.
• A negative fee cannot be a CFDI line: use coupons for discounts.
• File links for a guest are bound to the order key.

How to install

1. Plugins → Add New → Upload Plugin: pick the zip and activate.
2. WooCommerce → CFDI Facturama: enter the user and password and test the connection.
3. Set the postal code of issue, the SAT code of shipping and how to report lines without tax.
4. Choose the SAT payment form of each payment method.
5. Set SAT codes on categories or products.
6. Open a paid order and press Issue CFDI.
7. For Pro: paste the key or start the 7-day trial.

The module is not on wordpress.org yet: the free version and Pro are one archive from this page. Without a key it works as the free version.