Global invoice (factura global)
How Toldo issues your global invoice to the general public: which sales go in, how often it's issued and what happens if a customer asks for an invoice later.
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
The global invoice (factura global) groups into a single CFDI the sales that no customer invoiced in their own name, made out to the general public (público en general, RFC XAXX010101000). Toldo issues it automatically every day, week or month, one hour after the period closes, with one line item per sale. If a customer asks for their invoice later, Toldo takes their sale out of the global invoice.
Which sales it includes
The global invoice for a period includes your sales paid in that period that:
- don't have an invoice in a customer's name;
- aren't test orders.
Amounts are net of the refunds made before the global invoice is issued. Sales with a zero total and sales that only include gift cards aren't included. You can also include your Shopify POS sales.
How often it's issued
| Frequency | Who can use it |
|---|---|
| Daily | Any taxpayer |
| Weekly | Any taxpayer |
| Monthly | Any taxpayer |
| Every two months (bimestral) | Only taxpayers who came from the RIF (regime 621) |
The SAT rule for transactions with the general public (regla 2.7.1.21 de la Resolución Miscelánea Fiscal para 2026) allows a daily, weekly or monthly CFDI. Toldo doesn't offer a twice-a-month (quincenal) frequency because that rule doesn't mention it.
When it's issued
Toldo issues the global invoice one hour after the period closes, in your store's time zone. The rule requires sending it no later than 24 hours after the close. If it still hasn't been stamped 20 hours after the close, Toldo alerts you.
What the global invoice looks like
- Recipient: RFC XAXX010101000, "PUBLICO EN GENERAL", tax regime 616, CFDI use S01 and, as the postal code, the one for your place of issue.
- One line item per sale: code 01010101, unit ACT, quantity 1, description "Venta" (sale) and, as the identifier, the order number.
- Taxes: IVA and IEPS are listed separately.
- Payment: payment method PUE. The payment form (forma de pago) is the one from the period's largest sale.
- Period: the invoice states the frequency, the month and the year it covers.
If a period has more than 1,000 sales, Toldo splits it into several global invoices.
If a customer asks for their invoice later
If your customer asks for their invoice when their sale is already in a global invoice, Toldo follows the SAT's procedure:
- Cancels the global invoice with cancellation reason 04, "Operación nominativa relacionada en una factura global" (named transaction included in a global invoice).
- Issues the global invoice again without that sale.
- Issues the invoice in your customer's name.
Canceling a global invoice doesn't require anyone's acceptance.
Returns
- Before the global invoice is issued: the sale goes in at its net amount.
- After: Toldo issues a credit note (CFDI de egreso) related to the global invoice. See Credit notes.
On your plan
Each global invoice counts as one invoice on your plan, even if it includes hundreds of sales. See Plans and limits.
Steps to set up your global invoice
- Choose the frequency. Daily, weekly or monthly; every two months only if you came from the RIF.
- Decide whether to include your Shopify POS sales.
- Check your issuer and your CSD. The global invoice is stamped with them. See Set up your issuer and CSD.
- Review the first global invoice. Check that all the sales you expected are there.
Frequently asked questions
What if I have withholdings?
If withholdings apply to a sale, it can't go in the global invoice: it needs its own invoice. Confirm this with your accountant.
Can I issue the global invoice manually?
Toldo issues it automatically when each period closes, so you don't miss the 24-hour deadline.
Do Mercado Libre sales go into my global invoice?
Only if you chose to have Toldo invoice your Mercado Libre sales. See Who invoices your Mercado Libre sales?.
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