Tags: Invoicing, e-document, sustituir Lesson ID-103.2.2
Updated to: 09/10/2025

Lesson Objective

Allows the user to replace an e-document quickly and easily.

Replace an e-document

This action creates an exact copy of the selected receipt for correction and matching with the previous receipt. This option is very useful when you need to re-invoice an e-document if it has an error, or your client requests a correction. This way, you can replace an e-document in just a few seconds.
First, we need to clone the e-document to be canceled. When you do this, the form will automatically display the customer information and the products to be invoiced, and this information can be modified.

To replace a receipt you must enter the system as indicated in the lesson ID-101.1

Once inside the system, enter the module "Invoicing".

You'll be able to view the receipts you've generated so far. Select the receipt you want to replace (re-invoicing) by clicking on it.

The system will then show you the information for the selectede-document.

Then, go to the "Actions" menu and click the "clonar" button.

The form will be displayed with the information from the previous e-document. You can edit the data to customize the e-document to your needs.

Once modified, proceed to link the e-document by clicking on the "Seleccionar Factura" option in the “Relacionar con factura” section (final part of filling out the invoice).

A window will appear where you can specify the type of relationship and the e-documents to be related.

In this box you must select the type of relationship “04 - Sustitución de los CFDI previos” .

Next, specify the folio and series or the Fiscal Folio (UUID) of the receipt you want to search for.

Select the icon “Agregar”  to select the corresponding e-document.
The receipt will be added to the list of related e-documents, grouped by the selected relationship type.

Save the receipt and copy the folio or UUID of the new e-document.

Next, go to the original invoice (to be canceled) and click on the "Actions" menu on the left side, then select the option “Cancelar”.

A cancellation window will appear where you must indicate the reason “01 - Comprobante emitido con errores con relación” and in the section “Folio que sustituye al comprobante” indicate the folio or UUID of the new e-document.

Finally, click on the button “Sí” and the SAT confirmation of this request will appear.