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Section: Register and start with the Platform

Onboarding

The trainee must be able to download and create an account on a key generator (Authy or Google Authenticator) and register via QR code and enroll for the first time.





Section: Inbound Orders

Invoices

Learn how to generate an Inbound Order of the invoice type. You will become familiar with the tax requirements and the specific features of invoices (facturas) in Mexico. You will learn how to register a client and how to create, authorize, or eliminate Inbound Orders.

Section: Currency Conversion

Currency Conversion (Transfer Order)

Learn how to perform a currency exchange, either from MXN $\rightarrow$ USD or vice versa. We explain how to generate the transfer order to execute this action.

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