{"id":8050,"date":"2025-07-04T16:47:28","date_gmt":"2025-07-04T16:47:28","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8050"},"modified":"2025-07-04T16:47:29","modified_gmt":"2025-07-04T16:47:29","slug":"genera-facturas-notas-de-venta-cotizaciones-desde-trato","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8050","title":{"rendered":"Genera facturas, notas de venta o cotizaciones desde un trato"},"content":{"rendered":"\n<p>Desde el detalle de un trato <strong>puedes generar documentos<\/strong> de forma r\u00e1pida, <strong>usando la informaci\u00f3n ya registrada<\/strong> del cliente o prospecto.<\/p>\n\n\n\n<p><br>Ten en cuenta que solo podr\u00e1s generar facturas o notas de venta si el trato ya est\u00e1 marcado como cliente; si a\u00fan es un prospecto, \u00fanicamente podr\u00e1s crear cotizaciones.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Crea una nueva factura, nota de venta o cotizaci\u00f3n desde un trato<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ingresa al detalle de Trato desde<strong> CRM > Embudo de ventas<\/strong>.<\/li>\n\n\n\n<li>Haz clic en la pesta\u00f1a <strong>Tratos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12-1024x575.webp\" alt=\"\" class=\"wp-image-8051\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-12.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Localiza el trato al cual deseas generar un nuevo documento y da clic sobre \u00e9l para abrir el detalle.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12-1024x575.webp\" alt=\"\" class=\"wp-image-8052\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-12.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>En el panel de opciones en la parte superior haz clic en la opci\u00f3n del documento a generar:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nueva Factura.<\/strong><\/li>\n\n\n\n<li><strong>Nueva Nota de Venta.<\/strong><\/li>\n\n\n\n<li><strong>Nueva Cotizaci\u00f3n.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9-1024x576.webp\" alt=\"\" class=\"wp-image-8053\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-9.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue\"><em>*Si el trato es de un prospecto, los botones de factura y nota de venta aparecer\u00e1n deshabilitados.<\/em><\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>El formulario del documento se abrir\u00e1 con los siguientes campos ya precargados:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cliente o Prospecto: <\/strong>Relacionado con el trato.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11-1024x577.webp\" alt=\"\" class=\"wp-image-8054\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11-1024x577.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11-768x433.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11-1536x866.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-11.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Relacionada a Trato:<\/strong> Con la opci\u00f3n ya habilitada y relacionado en autom\u00e1tico al trato en cuesti\u00f3n.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8-1024x577.webp\" alt=\"\" class=\"wp-image-8055\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8-1024x577.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8-768x433.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8-1536x866.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-8.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Completa el llenado del documento de acuerdo al producto \/ servicio que se vaya a facturar o cotizar.<\/li>\n<\/ol>\n\n\n\n<p> <\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Desde el detalle de un trato puedes generar documentos de forma r\u00e1pida, usando la informaci\u00f3n ya registrada del cliente o prospecto. Ten en cuenta que solo podr\u00e1s generar facturas o notas de venta si el trato ya est\u00e1 marcado como cliente; si a\u00fan es un prospecto, \u00fanicamente podr\u00e1s crear cotizaciones. Crea una nueva factura, nota de venta o cotizaci\u00f3n desde un trato *Si el trato es de un prospecto, los botones de factura y nota de venta aparecer\u00e1n deshabilitados.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,40,42],"tags":[30],"class_list":["post-8050","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-tratos","tag-facil"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Genera facturas, notas de venta o cotizaciones desde un trato - Academia<\/title>\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=8050\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Genera facturas, notas de venta o cotizaciones desde un trato - Academia\" \/>\n<meta property=\"og:description\" content=\"Desde el detalle de un trato puedes generar documentos de forma r\u00e1pida, usando la informaci\u00f3n ya registrada del cliente o prospecto. Ten en cuenta que solo podr\u00e1s generar facturas o notas de venta si el trato ya est\u00e1 marcado como cliente; si a\u00fan es un prospecto, \u00fanicamente podr\u00e1s crear cotizaciones. 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