Quotes accepted from a link
Products, quantities, discounts and tax come from your catalog. The customer opens the quote on any phone, without an account, and accepts it with one click.
Mexico: quote, charge and invoice
Quote, charge and issue the CFDI without leaving WhatsApp
The sale happens in WhatsApp, so the paperwork should too. Send a quote the customer accepts from a link, collect card payments into your own Stripe account and stamp the CFDI 4.0 with your own RFC and digital seal, all in the same thread.
- Free plan, no time limit
- No credit card required
- Launch in minutes
CFDI invoicing from WhatsApp means issuing Mexico's mandatory electronic invoice (CFDI 4.0) from the same conversation where you made the sale. In Rexenda, you or an AI agent send the quote, the customer pays by card into your own Stripe account, and the CFDI is stamped with your RFC and emailed to the buyer as PDF and XML.
The sale closes in the chat. The paperwork happens somewhere else.
The quote goes out as a photo or a PDF, and nobody knows whether the customer opened it, accepted it or is still comparing.
To get paid you send bank details by message and then check your account by hand to see who actually paid.
Then the customer asks for their invoice, and someone copies their RFC, legal name, tax regime and postal code from the chat into another system, typos included.
From quote to stamped CFDI in one thread
Quoting and charging work in any country and currency. Stamping the CFDI is the Mexican layer on top, for businesses that invoice with a Mexican RFC.
Card payments into your account
Connect your own Stripe account and the quote gets a pay button. The money goes straight to you, and Rexenda takes no commission on the payment.
CFDI 4.0 with your own RFC
Register your RFC and upload your digital seal (CSD) once. It goes straight to the SAT-authorized stamping provider and Rexenda does not store it. The buyer receives the PDF and XML by email.
The buyer requests their own invoice
After paying, the customer can request the invoice from their receipt and enter their tax details. Rexenda flags data that does not match the SAT registry before stamping.
Payment complements
For sales paid later or in installments (PPD), record each payment and Rexenda stamps the payment complement and sends it to the buyer.
An AI agent that quotes, charges and invoices
Turn on the quoting skill and the AI agent quotes from your catalog, sends the payment link, confirms the payment and issues the invoice. Prices never come from the AI, and in the cautious modes money actions wait for a person's approval.
Three ways to invoice a sale made on WhatsApp
| Separate invoicing app | Invoicing-only WhatsApp bot | Rexenda: quote to invoice in one thread | |
|---|---|---|---|
| Quote and acceptance | Made elsewhere; acceptance tracked by hand | Outside its scope if it only invoices | Quote link in the chat, accepted with one click |
| Card payment | Separate payment link or terminal | Depends on the bot's integrations | Into your own Stripe account, no Rexenda commission |
| CFDI 4.0 stamping | Yes, from data typed in again | Yes, from data the customer sends | Yes, from the sale record and the buyer's details |
| Link to the conversation | None; the chat lives elsewhere | Only the invoicing exchange | Same thread and contact as the sale |
| Who does the work | A person re-enters each sale | The bot, for invoices only | Your team or an AI agent, with approval rules |
From WhatsApp chat to CFDI in four steps
-
Add your products
Load your catalog with prices and, for invoicing, the SAT product and unit codes for each item.
-
Connect Stripe and your RFC
Connect your Stripe account to accept cards, and register your RFC, tax regime, place of issue and digital seal to stamp CFDIs.
-
Quote from the conversation
Create the quote in the chat yourself or let the AI agent do it. The customer accepts and pays from the same link.
-
Invoice when it is requested
Stamp the CFDI from the sale, or let the buyer request it from their receipt. The PDF and XML arrive in their email.
Good to know before you invoice
- CFDI stamping is only available to businesses that invoice with a Mexican RFC. Each stamped invoice uses credits from your plan, and cancelling an invoice does not return them, because the folio was already used.
- Rexenda issues income invoices and payment complements. Global invoices to the general public, payroll, carta porte (bill of lading) and foreign trade complements are not supported.
- Card payments go to your own Stripe account. Stripe charges its own processing fees, and verification, refunds and disputes are handled in your Stripe account.
Questions about CFDI invoicing from WhatsApp
Can I issue a CFDI invoice from WhatsApp?
Yes. In Rexenda, the quote, the payment and the CFDI 4.0 hang off the same WhatsApp conversation. Once the sale is paid, you stamp the invoice from the sale or the buyer requests it from their receipt with their tax details. Rexenda stamps it with your RFC and digital seal and emails the PDF and XML to the buyer.
Do I need my own digital seal (CSD) to invoice with Rexenda?
Yes. Each business invoices as itself: you register your RFC, legal name, tax regime and place of issue, and upload your CSD once. The seal goes straight to the SAT-authorized stamping provider and Rexenda never stores it. Rexenda assigns the folio and never repeats one. Each stamped invoice uses credits from your plan, as shown on the pricing page.
Can an AI agent send quotes and invoices on WhatsApp?
Yes, if you turn on its quoting skill, which is off by default. The agent builds the quote from your catalog prices, sends it, shares a card payment link, checks whether the payment arrived and issues the invoice. If a tax detail is missing, it asks the customer for exactly that field. In the cautious autonomy modes, actions involving money wait for a person's approval.
Does Rexenda issue payment complements for PPD invoices?
Yes. When a sale is set to be paid later or in installments, the invoice is stamped with the PPD payment method. Each time you record a payment, Rexenda stamps the payment complement that applies it to that invoice and emails it to the buyer. A payment larger than the remaining balance is rejected, and the same payment is never stamped twice.
Where does the money go when a customer pays by card?
Straight into your own Stripe account. Rexenda connects your account and creates the charge on it, never holds your money and takes no commission on the payment. Stripe charges its own processing fees, and you handle verification, refunds and disputes in Stripe. If a customer pays by bank transfer or in cash, you mark the quote as paid by hand.
Sell, charge and invoice in the same conversation
Create your account on the free plan, connect Stripe and your RFC, and send your first quote from WhatsApp. No credit card required.
Start selling from the chat