Having an office involves many responsibilities that go beyond patient care. You should especially focus on the legal part because it is essential for your space to be able to maintain itself and prosper. Paying taxes is an obligation that you cannot refuse and so is issuing your Annual statement before him Service tax administration (SAT). And there is also the possibility that the people you serve may request medical bills because for them it works as a form of accreditation of the service and when that happens there are some frequent mistakes that your colleagues make and you should avoid.

Now, with regard to this issue, there are some practices that some clinics use, although they are erroneous. Sometimes they act this way out of ignorance and at other times to obtain their own benefits.

Manual with what you should NOT do

Therefore, the SAT itself has issued ten recommendations that you must follow when issuing electronic medical bills to your patients. Remember to follow the following tips to avoid having legal problems that affect you and your practice.

Request different data from the RFC

The patient who requests an invoice is not obliged to provide information such as their domiciliary data because in the issuance of 3.3 the only necessary requirement is the Federal Taxpayers Registry. With this in mind, avoid requesting any other information to avoid getting into trouble.

You cannot require your patient’s email to issue medical bills

According to the SAT this is optional because the patient can verify in real time that the invoice arrived through the SAT portal with their RFC and password, so it is not necessary to provide their email.

You cannot raise the price of your service or product if they ask you for an invoice

It should not be generalized but some offices have the bad habit of raising a percentage if the patient requests an invoice. In this sense, the SAT affirms that the price of the consultation or services must always include VAT, regardless of whether the person requires an invoice or not.


You cannot force the patient to bill on your practice website

Another common mistake is asking the patient to request their bill online, specifically on the website where they purchased the service. The SAT indicates that the invoices must be issued in the same establishment.

You cannot deny the invoice because your patient did not request it before the consultation

Not only medical establishments but many other businesses have this bad habit. That is why the SAT is emphatic in saying that the invoice can be issued at any time as long as it is made in the same fiscal year.

You cannot register a form of payment other than the one received or register it without it having been paid

The form of payment must be registered at the time it is made.

You cannot force the patient to indicate the use they will give to their bill

It is better to use the key “P01 To be defined”.

You can’t deny an invoice just because your patient paid cash

The invoice must always be issued regardless of the form of payment.

You must issue an invoice even when you receive advance payments

This form of payment can and must also be invoiced.

You can’t just not issue an invoice

Not giving medical bills can cause you to receive infractions or even the tax authority to close your practice.