{"id":151,"date":"2026-09-25T19:43:45","date_gmt":"2026-09-25T19:43:45","guid":{"rendered":"http:\/\/felix"},"modified":"2026-09-25T19:43:45","modified_gmt":"2026-09-25T19:43:45","password":"","slug":"como-crear-cliente-desde-la-interfaz-de-dora","status":"publish","type":"docs","link":"https:\/\/aprende.dora.ec\/?docs=como-crear-cliente-desde-la-interfaz-de-dora","title":{"rendered":"Como crear cliente desde la interfaz de dora"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Como crear cliente desde la interfaz de dora<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Descripci\u00f3n:<\/strong> Este procedimiento sirve para dar de alta un nuevo cliente de forma individual desde la interfaz de Dora. Es esencial para mantener actualizada la base de datos comercial y permitir la emisi\u00f3n inmediata de comprobantes electr\u00f3nicos (facturas, cotizaciones, notas de cr\u00e9dito) y la gesti\u00f3n de cartera por cobrar.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Como crear cliente desde la interfaz de dora\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/MfGiShG_9zU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Proceso<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 1:<\/strong> Acceder al m\u00f3dulo de Clientes En el men\u00fa lateral de Dora, dir\u00edgete al m\u00f3dulo de Ingresos. Selecciona la opci\u00f3n Clientes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 2:<\/strong> Iniciar el registro Haz clic en el bot\u00f3n Nuevo cliente ubicado en la esquina superior derecha.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 3:<\/strong> Ingresar la informaci\u00f3n de identificaci\u00f3n Tipo de identificaci\u00f3n: Selecciona el tipo de documento (RUC, C\u00e9dula, Pasaporte o Consumidor Final). N\u00famero de identificaci\u00f3n: Ingresa el n\u00famero de documento correspondiente. Nombres \/ Raz\u00f3n Social: Completa la raz\u00f3n social o los nombres y apellidos del cliente.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 4:<\/strong> Registrar datos de contacto y facturaci\u00f3n Correo electr\u00f3nico: Registra el correo del cliente (campo indispensable para el env\u00edo de la facturaci\u00f3n electr\u00f3nica). Direcci\u00f3n y Tel\u00e9fono: Ingresa la ubicaci\u00f3n f\u00edsica y n\u00famero de contacto. Par\u00e1metros adicionales (opcional): Asigna vendedor, d\u00edas de cr\u00e9dito o tipo de cliente si manejas categor\u00edas comerciales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 5:<\/strong> Guardar Revisa que los datos ingresados est\u00e9n correctos. Haz clic en Guardar. El cliente aparecer\u00e1 disponible en el listado general para cualquier transacci\u00f3n comercial.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Como crear cliente desde la interfaz de dora Descripci\u00f3n: Este procedimiento sirve para dar de alta un nuevo cliente de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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interfaz de dora Descripci\u00f3n: Este procedimiento sirve para dar de alta un nuevo cliente de 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