With Clara, you can easily link invoices to each transaction, helping you maintain organized and accurate expense reports for your team. 🧾
What invoice reconciliation is
It’s the process of attaching an invoice or receipt to the corresponding Clara card transaction. This keeps your accounting organized and complete.
Requirements for Mexico (SAT)
In Mexico, invoices must be issued by the SAT in order to be linked correctly.
Key requirements:
| Requirement | Description |
|---|---|
| SAT-issued invoice | A CFDI must exist in the SAT system for correct linking. |
| Matching data | Clara validates merchant name, amount and date. |
How to link an invoice (step by step)
Apply rounded style.
Go to the Movements section in your Clara account.
Find the transaction and click the “Link invoice” icon.
Insert image hereChoose whether to:
Upload your invoice manually, or
Select one of the SAT-suggested invoices.
If the invoice has been issued by SAT, the system will show matches based on:
Merchant name
Amount
Date
Select the correct invoice and confirm.
About SAT-suggested invoices
When Clara detects CFDIs that match your transaction, you’ll see them listed as suggestions, making the process faster and reducing errors.
Important considerations
You can attach an invoice at any time — you don’t need to wait for the transaction to change status.
If the invoice doesn’t appear as a suggestion, you can upload it manually.
Verify that the amount matches the transaction.
Make sure the file format is correct (CFDI or PDF as applicable).
What’s next
Keep your reports up to date by linking your invoices as soon as they become available. 📌
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