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Customer registration and validation

Registering your customers in Facturapi allows you to validate their tax information and store it for future invoices.

This step is optional, as it is not necessary to have previously registered your customer in order to create invoices. However, we recommend doing it whenever possible.

Once your customer is registered, you can save the id of the created object and use it to invoice the same recipient without having to send all their tax information again.

When creating an invoice, you can include the recipient's information in 2 different ways:

  1. In the customer field, by sending an object with the customer's tax information.
  2. In the customer field, by sending the id of a previously registered customer.

Both options are valid, and we recommend using the one that best suits your use case.

How to register a customer​

In Facturapi, the process of registering the tax information of national and foreign customers is not very different from each other, but it is worth analyzing them separately, as it is different from what the SAT indicates in its technical standard.

National customers (Mexico)​

The following example shows how to register a national customer, that is, a customer (person or company) with a Mexican tax ID (RFC).

To learn about other data you can include, refer to the Create Customer API reference.

import Facturapi from 'facturapi'
const facturapi = new Facturapi('sk_test_API_KEY');

const customer = await facturapi.customers.create({
  legal_name: 'Dunder Mifflin', // Person's name or business legal name
  tax_id: 'ABC101010111', // RFC
  tax_system: '601', // Fiscal regime
  email: 'email@example.com', // Email for sending (optional).
  address: {
    zip: '85900', // Postal code
  }
});
Respuesta: Customer object
{
  "id": "590ce6c56d04f840aa8438af",
  "created_at": "2017-05-05T20:55:33.468Z",
  "organization": "622a33e6f0175a00e01a8e80",
  "livemode": false,
  "legal_name": "Dunder Mifflin",
  "tax_id": "ABC101010111",
  "tax_system": "601",
  "email": "email@example.com",
  "phone": 6474010101,
  "address": {
    "street": null,
    "exterior": null,
    "interior": null,
    "neighborhood": null,
    "city": "Huatabampo",
    "municipality": "Huatabampo",
    "zip": 86500,
    "state": "Sonora",
    "country": "MEX"
  }
}

Foreign customers​

To register a foreign customer, it is necessary to specify the country of origin by sending the ISO country code of the origin country using the country field.

caution

You don't need to use the generic RFC for foreigners from SAT. We will take care of it for you wherever necessary, as long as you send a value other than "MEX" for the country field.

To learn about other data you can include, refer to the Create Customer API reference.

import Facturapi from 'facturapi'
const facturapi = new Facturapi('sk_test_API_KEY');

const customer = await facturapi.customers.create({
  legal_name: 'Vättenfall, A.B.', // Person's name or business legal name
  tax_id: '198912171234', // Tax identification number (optional)
  email: 'email@example.com', // Email for sending (optional).
  address: {
    country: "SWE", // ISO country code.
    zip: "17123", // Postal code
    city: "Stockholm" // City (optional).
  }
});
Respuesta: Customer object
{
  "id": "62714bc2d1bfa410df1d98eb",
  "created_at": "2022-05-03T15:35:30.034Z",
  "organization": "622a33e6f0175a00e01a8e80",
  "livemode": false,
  "legal_name": "Vättenfall, A.B.",
  "tax_id": "198912171234",
  "email": "email@example.com",
  "address": {
    "country": "SWE",
    "zip": "17123",
    "city": "Stockholm"
  },
}

Depending on your workflow, you can create a customer by providing only the email address and the parameter createEditLink: true. This generates a link that you can send to the customer so they can complete their own tax information.

const customer = await facturapi.customers.create({
  email: "customer@example.com"
}, {
  createEditLink: true
});

The response object will include the edit_link field, which is the link you can send to the customer by email:

{
  "id": "62714bc2d1bfa410df1d98eb",
  "email": "customer@example.com",
  "edit_link": "https://auto.facturapi.io/tax-info/abcd1234"
}

You can send this link to the customer using your own email system, so they can complete their tax information directly in Facturapi.

await facturapi.customers.sendEditLinkByEmail("62714bc2d1bfa410df1d98eb", {
  email: "customer@example.com" // Optional, if not included the customer's email will be used
});