December, 15, 2024
What Are Addendas in a SAT CFDI?
Addendas in a CFDI (Comprobante Fiscal Digital por Internet) are optional sections that allow additional, non-fiscal information to be included in an electronic invoice. Unlike mandatory fields required by the SAT (Mexico’s Tax Administration Service), addendas have no fiscal value and are not governed by tax regulations. Their primary purpose is to facilitate the exchange of commercial or administrative information between companies, tailoring invoices to specific internal or business partner needs.
What Are Addendas Used For?
Addendas are commonly used in business contexts, especially when specific data not covered in standard fields is required, such as:
• Purchase orders: Including the purchase order number or details.
• Delivery information: Shipping data, dates, or delivery locations.
• Commercial terms: Conditions agreed upon between parties.
• Internal identifiers: Specific codes used in enterprise management systems.
Key Characteristics of Addendas
1. Customizable Information: Addendas are designed by companies to meet their own or their clients’ needs.
2. No Fiscal Value: The information in an addenda is not reviewed by the SAT when validating a CFDI.
3. Optional Compatibility: Their use depends on agreements between the invoice issuer and recipient.
4. XML Structure: Addendas are integrated into the CFDI using the same XML format, ensuring technical compatibility with electronic invoicing systems.
Differences Between Addendas and Complements
Although both addendas and complements add extra information to a CFDI, they serve different purposes:
Feature
Primary Use
Regulation
Fiscal Value
Design
Addenda
Commercial or administrative data
Not regulated by the SAT
No fiscal value
Customized by companies
Complement
Specific fiscal data required by the SAT
Mandatory for certain operations per SAT rules
Has fiscal value
Standardized by the SAT
How Are Addendas Used?
1. Pre-Agreement: The issuer and recipient of the CFDI agree on what information the addenda will include and how it will be structured.
2. XML Integration: The addenda information is added to a separate section in the XML file of the CFDI.
3. Processing in Internal Systems: Both the issuer and recipient must have systems capable of reading and processing the addenda.
Benefits of Addendas
• Flexibility: They allow any relevant information to be included as needed by the parties involved.
• Efficiency: They facilitate the automation of business processes like purchase order reconciliation or payment tracking.
• Adaptability: Companies can customize addendas to fit their specific requirements.
Limitations of Addendas
• Compatibility: Both systems (issuer and recipient) must be compatible with the defined addendas.
• Cannot Replace Fiscal Requirements: While useful, addendas cannot substitute mandatory fields required by the SAT.
Our API and Addenda Integration
With our CFDI Stamping API, you can easily and efficiently incorporate custom addendas into your electronic invoices. Our solution enables you to:
• Design and integrate addendas tailored to your specific needs.
• Ensure technical compatibility with your business partners.
• Issue valid CFDIs that meet both fiscal and commercial requirements.
Addendas are a valuable tool for businesses seeking to optimize their commercial processes by including additional information in their CFDIs. While they have no fiscal value, their proper use can enhance administrative management and strengthen business relationships.
If you want to simplify the integration of addendas into your electronic invoices, our API is the perfect solution. Contact us for more information and start optimizing your invoicing processes today.
