Billing Information

Where members manage their billing details and electronic invoicing setup.

The billing information page lets members update their invoicing details and manage electronic invoicing identifiers.

What members see

The page is split into two sections:

Billing Details

Field	Description
Billing name	Name that appears on invoices
Tax ID	Tax identification number for invoicing

Members can edit and save these details independently.

E-Invoicing (conditional)

This section only appears if Storecove (electronic invoicing) is enabled for your location. It lets members manage their e-invoice identifiers for automated invoice delivery.

Action	Description
View identifiers	Table listing configured e-invoice identifiers
Add identifier	Form to add a new e-invoicing identifier
Edit identifier	Modify an existing identifier
Delete identifier	Remove an identifier

Invoicing in Mexico (CFDI) (conditional)

This section only appears when the member’s invoicing location issues Mexican CFDI invoices through Facturapi (Mexican invoicing (CFDI) in Nexudus Flow). It collects the fiscal data their CFDIs are stamped with, exactly as the SAT holds it.

Members first answer Do you have a Mexican RFC?:

Choice	What happens
Yes, I have an RFC	They enter their RFC, Legal name (as on their Constancia de Situación Fiscal, without “S.A. de C.V.”), Tax regime, Fiscal postal code and CFDI use. Their invoices are stamped in their name
No, I do not need a CFDI in my name (público en general)	No fields. Their paid invoices go into the location’s periodic global invoice to público en general
I am billed outside Mexico	Legal name and Tax ID in your country (optional). Their invoices are stamped as a foreign customer’s

They save with Save changes. A status line shows where they stand: Confirmed with the SAT (checked with the SAT when saved), Saved, No RFC: your invoices are included in the global invoice, Billed outside Mexico, or Missing: we cannot issue your invoices until you complete it.

The same data appears on the customer’s record in Nexudus Flow (Billing section, Mexican invoicing (CFDI)), where your team can also edit it or email the member a Facturapi link to complete it.

Key features

• Split layout — billing details, e-invoicing and CFDI are independent sections.
• Conditional rendering — e-invoicing only shows when the Storecove integration is active, and the CFDI section only when the location stamps CFDI.
• Analytics — billing updates are tracked (“billing_details_updated” event).

If you use Storecove for electronic invoicing, make sure the E-Invoicing section is visible so members can configure their identifiers.