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MX-00010 Cancel an electronic invoice

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This article explains how to cancel a Comprobante Fiscal Digital por Internet (CFDI) electronic invoice that was previously validated and certified by the PAC in Microsoft Dynamics 365 Finance.

Cancel a CFDI electronic invoice

To cancel a CFDI electronic invoice, follow these steps.

  1. In Dynamics 365 Finance, go to Accounts receivable > Inquiries and reports > CFDI (electronic invoices).
  2. Select an electronic invoice that has a status of Approved.
  3. Select the invoice number to view the details.
  4. On the Action Pane, select Functions > Cancel CFDI.
  5. Close the page.
  6. Go to Accounts receivable > Invoices > E-Invoices > Export/import electronic invoice process.
  7. Select OK. When the cancellation is confirmed, the status of the electronic invoice is changed to Canceled.
  8. Go to Accounts receivable > Inquiries and reports > CFDI (electronic invoices).
  9. Select the canceled invoice to verify the status.

Note

You can't cancel a CFDI document if an associated document exists. For example, you can't cancel a prepayment if an invoice references that payment. Cancel the associated documents first, and then cancel the CFDI document.

To specify the reason for the cancellation, go to Functions > Cancel CFDI on the Action Pane and select a cancellation reason. If you select 01 as the reason, fill in a replacement document to replace the current document.

Manually cancel a CFDI electronic invoice

To manually cancel a CFDI electronic invoice, follow these steps.

  1. Select an invoice that has a status of Approved.
  2. On the Action Pane, select Functions > Manual cancel.
  3. Enter the date of the cancellation.
  4. In the Cancel key name field, enter the reason for the cancellation.
  5. Select OK to confirm the cancellation of the electronic invoice. The status of electronic invoice is changed to Manual cancel.

Manually update the status of a CFDI document that's in progress after cancellation

If a CFDI document was canceled in a PAC application but has a status of In progress a long time after cancellation, you can use the Update electronic document status periodic task to update the status a CFDI document.

To manually update the status of a CFDI document that's in progress after cancellation, follow these steps.

  1. Go to Accounts receivable > Invoices > E-invoices > Update electronic invoice status.
  2. Filter the records to find those where the status must be updated.

Note

The To status and To message status fields can't be updated. You can update only CFDI documents that have a status of In progress.