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CFDI invoicing

Set up your issuer and CSD

The issuer details Toldo needs to invoice (RFC, name, tax regime and postal code) and how to upload your CSD to the PAC without Toldo storing it.

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

To invoice with Toldo, you enter your issuer details exactly as they appear on your Constancia de Situación Fiscal: RFC, name or business name (razón social), tax regime (régimen fiscal) and postal code. Then you upload your Certificado de Sello Digital (CSD) directly to the stamping provider's portal. Toldo never stores your CSD or the password for your private key.

What you need

  • Your RFC. 13 characters if you're an individual (persona física), 12 if you're a legal entity (persona moral).
  • Your Constancia de Situación Fiscal (CSF). Your name or business name (razón social), your tax regime (régimen fiscal) and your postal code come from it.
  • Your CSD (Certificado de Sello Digital): the .cer file, the .key file and the private key password. If you don't have a CSD yet, you apply for one with the SAT using your e.firma.
  • Your e.firma, to sign the carta manifiesto.

Issuer details

DetailHow to enter it
RFCExactly as it appears on your CSF
Name or business name (razón social)In capital letters, exactly as on your CSF and without the company type (leave out "S.A. de C.V.")
Tax regime (régimen fiscal)The one on your CSF, for example 601, 612 or 626 (RESICO)
Postal code (lugar de expedición)The postal code you invoice from, your place of issue. It sets the time zone of your invoices

If the name or the tax regime doesn't match the SAT's records, stamping fails. Copy the details from your CSF, not from memory.

Your CSD goes to the PAC, not to Toldo

To seal your invoices, the PAC needs your CSD. The safest way is for you to upload it to our stamping provider's portal:

  • We send you an invitation to that portal.
  • There, you upload your .cer, your .key and the password.
  • Your private key and its password never pass through Toldo.

In Toldo, you only see your CSD's serial number and its expiration date.

The carta manifiesto

The SAT requires you to authorize the PAC to stamp invoices on your behalf. You do this by signing the carta manifiesto with your e.firma on the stamping provider's page.

Steps to set up your issuer

  1. Enter your issuer details. In Toldo, open CFDI invoicing and fill in your RFC, name, tax regime and postal code, copying them from your CSF.
  2. Accept the invitation to the stamping portal. Check your email and go to the provider's portal.
  3. Upload your CSD. Upload your .cer and your .key and enter the private key password.
  4. Sign the carta manifiesto. Use your e.firma on the provider's page.
  5. Check your CSD in Toldo. Make sure its serial number and expiration date appear.
  6. Run a test. Before you invoice for real, issue an invoice in test mode: it has no tax validity.

When your CSD expires

You can't stamp invoices with an expired or revoked CSD. Toldo alerts you 30 days before it expires, so you can apply for a new one and upload it in time.

Frequently asked questions

Does Toldo store my CSD?

No. You upload it to the stamping provider's portal, and the private key never passes through Toldo.

Can I use my e.firma instead of the CSD?

No. CFDIs are sealed with the CSD. The e.firma is only used to sign the carta manifiesto.

Is Toldo a PAC?

No. Toldo prepares your CFDIs and stamps them through a SAT-authorized PAC.