CFDI Client Intake Form for Mexican Invoicing

Simplify CFDI Invoice Generation with a Professional Client Intake Form

If you're a business, accountant, or service provider working with clients in Mexico, you know that generating CFDI (Comprobante Fiscal Digital por Internet) invoices requires precise client information to comply with SAT (Servicio de Administración Tributaria) regulations. This CFDI Client Intake Form template helps you collect all the essential details—RFC numbers, tax regimes, uso de CFDI codes, and billing addresses—in one organized, professional form.

Why Use Paperform for CFDI Client Onboarding?

Instead of chasing clients over email or dealing with messy spreadsheets, this template gives you a clean, SAT-compliant intake process. Built with Paperform's intuitive doc-style editor, you can customize fields, add your branding, and embed the form directly on your website or send it as a standalone link. Conditional logic ensures clients only see relevant fields based on their selections, reducing confusion and improving completion rates.

For accountants, bookkeepers, tax advisors, invoicing platforms, and professional services firms operating in Mexico, this form serves as your first step toward faster, more accurate CFDI generation. It's perfect for agencies managing multiple Mexican clients, SaaS platforms offering invoicing services, or any business that needs to issue facturas electrónicas regularly.

Automate Your CFDI Workflow with Stepper

Once a client submits their information, you can use Stepper to automate what happens next. Route submissions to your invoicing software, update your CRM with new client tax details, notify your accounting team, or trigger approval workflows—all without writing code. This means less manual data entry and fewer errors when it's time to generate invoices.

Built for Mexican Compliance and Easy Updates

This template captures the core fields required for CFDI generation: RFC (Registro Federal de Contribuyentes), régimen fiscal, uso de CFDI, legal business name, postal code, and contact information. As regulations evolve, you can easily update dropdown options or add new fields to stay compliant with SAT requirements.

Whether you're onboarding freelancers, corporate clients, or international businesses with Mexican operations, this CFDI intake form helps you maintain accurate records, speed up invoicing, and reduce back-and-forth communication. It's professional, compliant, and ready to customize for your specific workflow.