{"id":9251,"date":"2025-12-04T21:49:19","date_gmt":"2025-12-04T21:49:19","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9251"},"modified":"2025-12-04T21:49:20","modified_gmt":"2025-12-04T21:49:20","slug":"convertir-cotizacion-a-factura-o-nota-de-venta","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9251","title":{"rendered":"Convierte una Cotizaci\u00f3n a Nota de Venta o Factura"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Puedes convertir una Cotizaci\u00f3n en Nota de Venta y agregar los datos fiscales desde esta misma pantalla.<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Ingresa a<strong> Facturaci\u00f3n > Cotizaciones.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"650\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image.png\" alt=\"Cotizaci\u00f3n a Nota de venta o Factura\" class=\"wp-image-9252\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image.png 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-1024x583.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-768x437.png 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Ubica la casilla de selecci\u00f3n que aparece al principio de cada fila y haz clic sobre ella para seleccionar la cotizaci\u00f3n a convertir en Nota de Venta o Factura.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-1.png\" alt=\"Cotizaci\u00f3n a factura o nota de venta\" class=\"wp-image-9253\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-1.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-1-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-1-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Haz clic en la funci\u00f3n <strong>Convertir a Nota de Venta<\/strong> o <strong>Convertir a Factura<\/strong> seg\u00fan sea el caso.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-2.png\" alt=\"Cotizaci\u00f3n a factura o nota de venta\" class=\"wp-image-9254\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-2.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-2-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-2-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Para agregar los datos fiscales, da clic en el bot\u00f3n<strong> +Agregar datos fiscales.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-3.png\" alt=\"Cotizaci\u00f3n a nota de venta, cotizaci\u00f3n a factura\" class=\"wp-image-9255\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-3.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-3-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-3-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Completa la informaci\u00f3n con los siguientes datos:\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Raz\u00f3n Social.<\/li>\n\n\n\n<li>Nombre comercial.<\/li>\n\n\n\n<li>RFC.<\/li>\n\n\n\n<li>Selecciona el uso de CFDI.<\/li>\n\n\n\n<li>Selecciona el r\u00e9gimen fiscal.<\/li>\n\n\n\n<li>Correo electr\u00f3nico.<\/li>\n\n\n\n<li>Direcci\u00f3n fiscal (tal como aparece en su constancia de situaci\u00f3n fiscal).<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Una vez completada la informaci\u00f3n da clic en Guardar.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-4.png\" alt=\"Cotizaci\u00f3n a factura en un solo clic\" class=\"wp-image-9256\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-4.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-4-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-4-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Confirma que toda la informaci\u00f3n sea correcta y finaliza el proceso dando clic en <strong>Generar Nota de Venta <\/strong>o<strong> Timbrar Factura <\/strong>seg\u00fan sea el caso.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-5.png\" alt=\"Cotizaci\u00f3n a factura o nota de venta en un solo clic\" class=\"wp-image-9257\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-5.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-5-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-5-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-6.png\" alt=\"Cotizaci\u00f3n a nota de venta o factura en tan solo un clic\" class=\"wp-image-9258\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-6.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-6-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-6-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"Background-blue wp-block-paragraph\"><em><strong>Nota:<\/strong> Al agregar los datos fiscales,<strong> el prospecto quedar\u00e1 convertido a cliente de manera autom\u00e1tica<\/strong> y dejar\u00e1 de aparecer en el listado de prospectos y aparecer\u00e1 en el listadi de clientes activos.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Puedes convertir una Cotizaci\u00f3n en Nota de Venta y agregar los datos fiscales desde esta misma pantalla. Nota: Al agregar los datos fiscales, el prospecto quedar\u00e1 convertido a cliente de manera autom\u00e1tica y dejar\u00e1 de aparecer en el listado de prospectos y aparecer\u00e1 en el listadi de clientes activos.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,11,16],"tags":[],"class_list":["post-9251","post","type-post","status-publish","format-standard","hentry","category-academia","category-administra-tu-negocio","category-cotizaciones"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Con tu cuenta de docDigitales puedes convertir una Cotizaci\u00f3n en Nota de Venta y agregar los datos fiscales desde esta misma pantalla en pocos clics\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Montserrat 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