SAT / CFDI glossary

Terms used in Meefi Analytics map directly to Mexican SAT CFDI concepts.

Document types (type)

Code SAT efectoComprobante Description
I Ingreso Sales / income invoice
E Egreso Credit note (egreso)
P Pago Payment complement (represents payments applied to other UUIDs)
N Nómina Payroll receipt
T Traslado Carta porte / transfer

Payment method (payment_method on type I)

Code SAT MetodoPago Meaning
PUE PUE Pago en una sola exhibición — considered paid at invoice issuance
PPD PPD Pago en parcialidades o diferido — paid later via type P complements

Meefi exposes paid_amount, due_amount, and related fields only for type I + PPD.

Payment complement fields (type P)

Each DoctoRelacionado node in the CFDI XML maps to one entry in the payment breakdown:

API field SAT attribute Meaning
uuid IdDocumento UUID of the invoice being paid
installment NumParcialidad Installment sequence number
previous_balance ImpSaldoAnt Balance before this payment
amount_paid ImpPagado Amount paid in this installment
outstanding_balance ImpSaldoInsoluto Remaining balance after this payment

due_amount on the target type I invoice uses the latest complement’s ImpSaldoInsoluto (by payment date, then installment).

Credit notes (type E)

Credit notes link to other CFDI via CfdiRelacionados:

Relation code Typical use
01 Nota de crédito de los documentos relacionados

credited_amount on a type I invoice sums linked type E totals when:

  • Credit note status is current
  • Credit note relates to exactly one invoice
  • Currencies match

Otherwise credited_amount is null (ambiguous split is not inferred).

Invoice status values

status (fiscal state)

Value SAT source Meaning
current Vigente CFDI is active in SAT
cancelled Cancelado CFDI is cancelled in SAT

cancellation_status (cancelability)

Value SAT source Meaning
cancelable_without_acceptance Cancelable sin aceptación Can be cancelled without receiver acceptance
cancelable_with_acceptance Cancelable con aceptación Requires receiver acceptance to cancel
not_cancelable No cancelable Cannot be cancelled

cancellation_process_status (workflow)

Value SAT source Meaning
in_progress En proceso Cancellation request pending
rejected Solicitud rechazada Receiver rejected the request
cancelled_without_acceptance Cancelado sin aceptación Cancelled without acceptance
cancelled_with_acceptance Cancelado con aceptación Cancelled with acceptance
expired Plazo vencido Acceptance period expired

Other status fields

Field Values Meaning
credential_status pending, valid, invalid, error CIEC validation state for an entity
Extraction status pending, running, finished, failed Job lifecycle

Download direction (options.download_type)

Value SAT query Use when
issued Emitidos Entity is the issuer
received Recibidos Entity is the receiver

Common SAT acronyms

Term Expansion
SAT Servicio de Administración Tributaria
CFDI Comprobante Fiscal Digital por Internet
CIEC Clave de Identificación Electrónica Confidencial
RFC Registro Federal de Contribuyentes
PAC Proveedor Autorizado de Certificación

Further reading