How to register a client in SICOFI?


HIGH CUSTOMER SIMPLE

To start billing, we first need to register the data of the client to whom we will make the document.

1.-We enter our account at sicofi.com.mx with the accesses sent to our email.

2.- Once inside we enter CUSTOMERS AND PRODUCTS and click on Manage clients

3.- In TOOLS we click on ADD CUSTOMER.

4.-We enter the client's data, remember that under the new provisions of the SAT, only the RFC, Postal Code and country data will be mandatory. In addition, the system requests the Main Contact as mandatory and the use of CFDI here we recommend using "P01 To be defined"

5.-Once the data is completed, click on ADD

6.- We will get a confirmation message.

SIGN UP CUSTOMER FROM FILE

 

1.-We enter the CUSTOMERS menu - MANAGE CUSTOMERS

2.-In TOOLS we click on MASSIVE CUSTOMER REGISTRATION

3.-We have to enter a .TXT file with the data of our clients.

4.-Once the file is complete, we look for it within our system

5.-We wait for it to load and it will show us a confirmation message

6.- Once registered, they will appear in our client list.

 

 

 

 

 

 

 

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