{"id":4924,"date":"2024-12-12T16:06:01","date_gmt":"2024-12-12T16:06:01","guid":{"rendered":"https:\/\/facturacionlinea.com\/academia\/?p=4924"},"modified":"2025-04-30T17:37:02","modified_gmt":"2025-04-30T17:37:02","slug":"genera-facturas-recurrentes","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=4924","title":{"rendered":"Genera facturas recurrentes"},"content":{"rendered":"\n

Las facturas recurrentes son \u00fatiles cuando tienes clientes que requieren facturaci\u00f3n peri\u00f3dica <\/strong>por servicios o productos de manera regular, como suscripciones, alquileres o servicios de mantenimiento. <\/p>\n\n\n\n

Con la opci\u00f3n de facturaci\u00f3n recurrente, puedes automatizar este proceso <\/strong>y asegurar que tus clientes reciban sus facturas a tiempo, <\/strong>sin la necesidad de crearlas manualmente cada vez.<\/p>\n\n\n\n

    \n
  1. Haz clic en el bot\u00f3n + Nuevo > Factura Recurrente <\/strong>desde el panel principal o a trav\u00e9s del m\u00f3dulo de Facturaci\u00f3n > Facturas y Notas de Venta > Facturas Recurrentes > +Nueva Factura.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"nuevafactrecurrente<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    \"facturaci
    facturaci n facturas emitidas 3 3x<\/figcaption><\/figure>\n\n\n\n
      \n
    1. Completa los datos b\u00e1sicos de la factura como lo har\u00edas normalmente:\n
        \n
      • Cliente<\/strong>: Selecciona o registra al cliente al que deseas emitir facturas recurrentes.<\/li>\n\n\n\n
      • Concepto de factura<\/strong>: Ingresa los productos y descripci\u00f3n de los bienes que ser\u00e1n facturados de forma recurrente. Por ejemplo: Renta mensual de bodega <\/em><\/li>\n\n\n\n
      • Monto e impuestos<\/strong>: Proporciona el valor unitario, la clave y unidad SAT y el objeto de impuesto (si aplica).<\/li>\n\n\n\n
      • M\u00e9todo y forma de pago:<\/strong> Ingresa lo que corresponda a la operaci\u00f3n que est\u00e1s facturando<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Una vez que hayas concluido con el llenado de la factura, en la parte inferior encontrar\u00e1s la secci\u00f3n de Recurrencia.<\/strong>
        Define los siguientes par\u00e1metros:<\/li>\n<\/ol>\n\n\n\n
          \n
        • Frecuencia<\/strong>: Selecciona la frecuencia con la que deseas generar la factura ( semanal, quincenal, mensual, etc.).<\/li>\n\n\n\n
        • Fecha inicial<\/strong>: Indica a partir de cu\u00e1ndo comenzar\u00e1 a generarse la factura recurrente.<\/li>\n\n\n\n
        • Fecha final: <\/strong>Establece la fecha de finalizaci\u00f3n de la recurrencia.<\/li>\n<\/ul>\n\n\n\n
          \"Paso3<\/figure>\n\n\n\n
            \n
          1. Aseg\u00farate de que el cliente, los conceptos, los montos y las condiciones fiscales est\u00e9n correctamente configurados.<\/li>\n\n\n\n
          2. Si lo deseas, puedes personalizar el campo Nota<\/strong>. Esto es \u00fatil si quieres a\u00f1adir recordatorios, condiciones de pago, etc. <\/li>\n\n\n\n
          3. Haz clic en Guardar Factura<\/strong>.<\/li>\n\n\n\n
          4. La primera factura se timbrara en la fecha que hayas establecido previamente.<\/li>\n<\/ol>\n\n\n\n
            \"Paso07<\/figure>\n\n\n\n
            \n\n\n\n

            Administraci\u00f3n de facturas recurrentes<\/strong><\/h3>\n\n\n\n
              \n
            1. Para visualizar y gestionar tus facturas recurrentes, ingresa al m\u00f3dulo de Facturaci\u00f3n > Facturas y Notas de Venta > Facturas Recurrentes<\/strong>.<\/li>\n\n\n\n
            2. Aqu\u00ed puedes ver el listado de todas las facturas programadas, la frecuencia y el estatus de cada una.<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
                \n
              1. Si es necesario, puedes editar, suspender o eliminar cualquier ciclo de facturaci\u00f3n recurrente desde esta secci\u00f3n.<\/li>\n<\/ol>\n\n\n\n
                \"administracion
                administracion p03 3x<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

                Las facturas recurrentes son \u00fatiles cuando tienes clientes que requieren facturaci\u00f3n peri\u00f3dica por servicios o productos de manera regular, como suscripciones, alquileres o servicios de mantenimiento. Con la opci\u00f3n de facturaci\u00f3n recurrente, puedes automatizar este proceso y asegurar que tus clientes reciban sus facturas a tiempo, sin la necesidad de crearlas manualmente cada vez. Administraci\u00f3n de facturas recurrentes<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,17,38],"tags":[30],"class_list":["post-4924","post","type-post","status-publish","format-standard","hentry","category-academia","category-facturacion-electronica","category-facturas","tag-facil"],"aioseo_notices":[],"yoast_head":"\nGenera facturas recurrentes - Academia<\/title>\n<meta name=\"description\" content=\"Configura facturas recurrentes en docDigitales y automatiza la facturaci\u00f3n para clientes con pagos peri\u00f3dicos\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=4924\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Genera facturas recurrentes - 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