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CFDI invoicing

Credit notes (CFDI de egreso)

When Toldo issues a credit note for a Shopify refund, how it's related to the original invoice and what happens with sales in the global invoice.

Rolling outUpdated

This feature is rolling out: we're turning it on in stages with our founding partners. What this guide describes may change before general availability.

In short

When you refund an invoiced sale, Toldo issues a credit note (CFDI de egreso) related to the original invoice. If the sale was in a global invoice (factura global), the credit note is related to the global invoice. If the global invoice hadn't been issued yet, the sale simply goes in at its net amount.

When it's issued

Toldo issues a credit note (CFDI de egreso) when you record a refund in Shopify for a sale that already has an invoice. A CFDI can't have negative amounts, so a return or a later discount is documented with a CFDI de egreso.

What the credit note looks like

  • Document type: E (egreso), in the NC series.
  • Relationship: type 01, "Nota de crédito de los documentos relacionados" (credit note for the related documents), with the folio fiscal (UUID) of the original invoice.
  • Recipient: the same as on the original invoice.
  • CFDI use (uso del CFDI): G02, "Devoluciones, descuentos o bonificaciones" (returns, discounts or rebates), when the customer's tax regime allows it; otherwise, S01.
  • Payment: payment method PUE, with the same payment form as the original invoice.
  • Line items:
    • if products were returned, the same products and codes as on the original invoice, with the quantities returned;
    • if it's a refund for an amount, with no products returned, code 84111506 "Servicios de facturación" (billing services) with unit ACT.

Sales in a global invoice

  • If the global invoice was already issued: Toldo issues a credit note to the general public (público en general), with RFC XAXX010101000, tax regime 616 and CFDI use S01, related to the global invoice's UUID, with code 84111506 and unit ACT.
  • If the global invoice hadn't been issued yet: no credit note is needed. The sale goes into the next global invoice at its net amount.

Orders canceled before shipping

If you cancel an order before shipping it and it already had an invoice in your customer's name, Toldo cancels that invoice with cancellation reason 03, "No se llevó a cabo la operación" (the transaction didn't take place), instead of issuing a credit note. See Cancellations.

Product exchanges

An exchange is documented with a credit note for what's returned and a new invoice for what's delivered.

Frequently asked questions

Do credit notes count toward my plan?

Yes. Each credit note counts as one invoice. See Plans and limits.

Do I need my customer's acceptance to cancel a credit note?

No. Credit notes (CFDI de egreso) can be canceled without the recipient's acceptance.

Which CFDI use does the credit note have?

G02 when your customer's tax regime allows it; otherwise, S01. Review this point with your accountant.