How to invoice a Toks expense?

Step-by-step guide to invoice Toks expenses

We give you two options to invoice expenses at Toks: the first is through the Toks website (estimated time: 8 minutes), and the second through Zumma Financial (estimated time: 2 minutes):

Option 1: Toks invoicing portal

Step 1: Go to the Toks invoicing portal.

Step 2: Click "Crear factura" (Create invoice) and enter your RFC, the ticket number, and the ticket amount without tip, then click "Agregar ticket" (Add ticket)

Step 3: Confirm the amount to invoice and complete your tax information.

Step 4: Verify the information is correct and click "Facturar" (Invoice). You'll be able to download your invoice in PDF and XML, and you can also download it from your email

And that's it! This is how you can get your invoice through the Toks invoicing portal

Option 2: Invoice through Zumma Financial

If you're already a Zumma customer and have already entered your tax information in your account profile, just follow these steps:

Step 1: Send a photo of your ticket via WhatsApp

Step 2: Choose the CFDI use and the payment method that should appear on your invoice

Step 3: Wait to receive your invoice via WhatsApp and email

If you're not yet a Zumma user and want to start automatically invoicing your expenses via WhatsApp, request a demo of our service here.

Start invoicing your expenses from WhatsApp

To invoice receipts from other stores, see the guide how to invoice receipts in Mexico: data, portals and deadlines.

More guides to invoice restaurants and coffee shops

• How to invoice a McDonald's expense

• How to invoice a Starbucks expense

• How to invoice a Subway expense

Find more guides on invoicing company expenses in the Zumma blog.