1. How does the StockCrowd integration with Facturama work?
StockCrowd integrates with Facturama to issue tax receipts authorised by the SAT (Tax Administration Service), stamped with an electronic key.
When the donor completes a donation, they will receive an email with the tax receipt with the key issued by Facturama.
❗️Donations exceeding $120,000 Pesos are not allowed, so as not to be considered money laundering.
2. How to generate Tax Receipts in StockCrowd?
The automatic issuance of tax receipts - "Comprobante Fiscal Digital por Internet (CFDI)" - is set up and managed in the "Facturama" section of your StockCrowd account.
To view this section, you must go to Company > "Facturama".
In this section, you can set up the issuance of certificates for all the Campaigns you create in StockCrowd.
Once Facturama is correctly set up in your account, you'll see the option "Do you need a receipt for tax purposes?" within the Donation Box.
Upon selecting this option, the necessary donor information will be requested in order to issue the tax receipt.
Once the donor has entered their correct information and made the donation, they will receive an email with their stamped tax receipt in PDF and XML format.
3. Set up the CFDI Issuance in StockCrowd
To set up the issuance of CFDI for your organisation through StockCrowd, you must provide the information according to the Fiscal ID (Cédula Fiscal) issued by the SAT.
To configure it correctly, you should follow these steps:
1. Open the Facturama Configuration
Go to Company > Facturama in your StockCrowd account.
In this section, click on the "Options" button at the top of the page, and select the "Configuration" option.
When you click on this option, a form will open requesting information about the Organisation, based on the Fiscal ID (Cédula Fiscal) issued by the SAT.
📌 Certificates are only issued if the data indicated in the Facturama configuration matches the updated SAT record.
You won't be able to save the changes, so it's recommended to check your organisation's Fiscal ID (Cédula Fiscal) to ensure the filled-out details are correct.
2. Fill out the form with the Organisation's details
Complete all the fields with the requested data:
(a) Name: The name field should specify the Legal Name (Razón Social) of the Organisation, using the following format:
It must be in uppercase letters.
Provide the Legal Name (Razón Social) of the Organisation, excluding the last part (Regime Capital).
👉 Example: If the legal name is "Fundación Feliz AC", the field should only contain the text "FUNDACION FELIZ", excluding the last part.
Without accent marks.
(b) Organisation Authorised for Donations: You should include the authorisation number and date applicable to your organisation.
(c) Upload the SAT Files: You must upload the encrypted .cer and .key files that the SAT provides to the organisation.
3. Save the changes
Click on the "Save" button.
The settings will only be saved if the provided data is correct, otherwise you'll see an error message and you can make corrections.
❗️If you encounter an error when uploading the certificates and private key, it's possible that the certificates are not up-to-date, or the details are incorrect.
In such a case, we advise seeking help from your tax consultant or accountant, as these details are confidential.
Once you have the updated information, you can repeat the process and save the changes correctly.
4. Manage the Issued CFDIs
In the Facturama section, you can view a list of all the issued CFDIs.
When a record appears in red, it means that the CFDI could not be issued because some of the data captured from the donor does not match what is registered with the SAT.
❗️ The CFDI will not be issued if the donor has not provided their data correctly.
4.1. Edit or Correct a Record
The organisation can check the red record in the section Company > Facturama and correct it as needed.
📌 When a record is corrected, the tax receipt will be generated with the date of the correction, not the date of the donation.
1. Edit a record
Click on the pencil icon, and the fields of data that can be modified will open for you to edit as needed.
❗️Keep in mind that you can either correct one or all of the fields.
2. Save the changes
Once you've finished editing, click the "Save" button.
If the data is correct, the receipt will be stamped and automatically sent to the donor via email, and it will be displayed in green in the list.
3. Review the information
If any data still differs from what is registered with the SAT, the record will remain in red.
To find out which data is incorrect, you need to click on the notebook icon.
Upon clicking the icon, a message will open displaying the specific error for each donor and how it can be resolved.
If the row is coloured green, the CFDI has been successfully stamped.
4.2. Download a copy of the CFDI sent to the Donor
To download the PDF and XML that was sent to the donor, you must:
1. Click on the button with the download icon.
2. Choose the file format to download: PDF, XML, or HTML.
3. Click on the download icon to download the file to your computer.
