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In a CTC scenario (in this case Mexico) where customer invoice are sent to the taxation authorities for approval, then sometimes there is a need to cancel an invoice. Process:

  1. Invoice sent and approved with positive response (UUID no). Given the e-invoice process type, the invoice is posted
  2. User discover that the invoice is totally wrong. They the user contact the authorities and cancel the invoice (UUID no)
  3. Invoice is still “alive” in IFS. User create a credit/correction invoice that should not be sent i the taxation authorities, it should be kept inside IFS and matched against the debit invoice for accounting purpose. Given the e-invoice process types used on the customer, it is not possible to post a correction invoice without sending it. I think in App 10 and the MX country package, correction invoices was not sent.

Question: in a CTC scenario and  IFS 2023R2, how can an invoice be cancelled “inside IFS” without sending it? It should be possible to post a correction invoice without sending it. We dont want to change the parameters for e-invoice process types on the customer just because an invoice should be cancelled. Cancelled invoice is not the same as “adjust debit invoice with a credit invoice”

@Jani Nybacka do you know how to post an invoice without sending it (in the scenario above)?

Hello Oivin,

 

In Mexico, when an invoice has already been issued and approved by the SAT (with a valid UUID), and a mistake is later found, the recommended and compliant approach is not to simply cancel the invoice internally in the ERP.

Instead, a better process is to:

  1. Issue a credit invoice (CFDI de egreso) that references the original invoice’s UUID.

  2. Send this credit invoice to the SAT for approval, just like a regular invoice.

  3. Once approved, the UUID of the credit invoice serves as formal evidence of cancellation or correction for fiscal purposes.

If needed, you can then issue a new corrected invoice that replaces the original one. This new invoice should be linked to the original and follows the normal CFDI issuance process.

This flow ensures legal compliance and correct financial treatment within IFS or any ERP system, without altering electronic invoicing parameters on the customer master.

 

Regards.

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