API referenceDocumentsFiles and delivery
Send document
Emails a supported production document or its available files to the selected recipient. Sandbox artifacts can be downloaded but not emailed.
- Endpoint
POST /v1/documents/{documentRef}/send- Authorization
- The document category encoded in the reference determines the required permission: `cfdi` → `invoices:manage`, `withholding` → `invoices:manage`, `sales_receipt` → `receipts:update`, `quote` → `quotes:manage`.
- Environments
- Production only
- Idempotency
- Required for safe retries.
- Common next step
Download document file GET
Downloads an available document file. For an unstamped CFDI draft, use preview_pdf to inspect the rendered PDF before stamping; the preview has no fiscal validity.
List receivable accounts GET
Lists customer receivable accounts with the documented balance, status, search, and pagination filters.