Before you start
- You must have a Transitive account with access to your organization.
- The company must show in Settings.
Stamp your first document
1
Complete the company settings
Open Settings and select the company. In the Fiscal settings, add the fiscal data of the company and a valid certificate (CSD). In the CargoWise settings, add the connection that CargoWise uses to send documents. Also add the delivery settings.
2
Buy stamp credits
Open Settings > Billing and select Buy credits. Each CFDI uses a stamp credit.
3
Send a document from CargoWise
Send an income invoice from CargoWise. Transitive receives the document and examines it.
4
Find the document
Open Invoices in Transitive. Select Test to show the documents of the test environment.
5
Read the status
When the status is Stamped, the CFDI is valid. If the status is different, find the status in Statuses. The page gives the action to do.
6
Promote the document to live
When the test result is correct, promote the document to the live environment. Refer to Promote to live.
Next steps
Statuses
How to read the status of a document.
Correct a failed document
Find the cause and correct it.