Talleres para Negocios

The workshop, in
full detail.

Everything you need to know about the two-session electronic invoicing program: what it covers, how sessions are structured, what to bring, and what you will be able to do when you finish.

Participant logging into the SAT portal on a laptop during a hands-on invoicing workshop, facilitator visible in background

Session One

Foundations & Orientation

The first session is about understanding your situation clearly. Many participants arrive with a mix of partial information, misinformation, and anxiety. Session one addresses this directly by mapping out what RESICO actually means, what your obligations are, and what they are not.

RESICO Explained

What the Régimen Simplificado de Confianza is, who qualifies, what the income limits are, and what your monthly obligations look like in practice.

Anatomy of a CFDI

What a CFDI invoice contains, what each field means, and why it matters for your business records and your clients' accounting.

When You Must Invoice — and When You Don't

A clear explanation of the legal thresholds and situations that require a CFDI, versus situations where a simplified receipt or no document is sufficient.

First Look at the SAT Portal

A guided walkthrough of the SAT portal interface. Participants access their own accounts and familiarize themselves with the layout before session two.

Close-up of hands holding a smartphone showing a completed CFDI invoice on the SAT mobile interface, warm workshop lighting

Session Two

Practice & Independence

The second session is where everything becomes real. Participants log into the SAT portal with their own credentials and issue an actual CFDI invoice — not a practice run, not a simulation. By the end of this session, every participant has issued at least one real invoice and understands the complete process.

Your First Real CFDI Invoice

Step-by-step guided process of completing and issuing a CFDI invoice through the SAT portal using your own RFC and credentials.

Cancellation Procedures

When and how to cancel a CFDI invoice correctly. Understanding the cancellation window, the reasons accepted by SAT, and how to avoid common mistakes.

Mobile Workflow

Completing the full invoicing process from a smartphone. Participants practice on their own devices so they can replicate the process independently.

Open Q&A with Real Scenarios

Dedicated time to work through participants' specific business situations: what to do when a client requests a CFDI after the fact, how to handle different payment methods, and other common scenarios.

What to Bring

Prepare for your session

Your RFC

Your Registro Federal de Contribuyentes number. This is assigned when you register with SAT and is required to access the portal and issue invoices.

SAT Access Credentials

Your e.firma (electronic signature) or Contraseña (password) for the SAT portal. Without these, you cannot log in or issue invoices during the session.

Your Phone or Laptop

Bring the device you plan to use for invoicing in your daily business. The goal is that you practice on your actual device, not a borrowed one.

Internet Connection

Wi-Fi is available at the session venue. You may also use your mobile data. A stable connection is needed to access the SAT portal in real time.

The workshop, infull detail.