{"id":162,"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":"clientes","status":"publish","type":"docs","link":"https:\/\/aprende.dora.ec\/?docs=clientes","title":{"rendered":"Modulo de cliente vista general"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Modulo de cliente vista general<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Descripci\u00f3n:<\/strong> Este procedimiento sirve para crear, parametrizar y administrar la base de datos de clientes dentro del sistema Dora. Permite definir plazos de cr\u00e9dito, agrupar clientes por categor\u00edas contables y registrar identificaciones nacionales o extranjeras para la emisi\u00f3n de facturaci\u00f3n electr\u00f3nica y gesti\u00f3n de cartera<\/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=\"Dora Ecuador \u00bfC\u00f3mo manejar clientes en la plataforma?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/jV_KDELSMCg?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 a Ingresos > Clientes. 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 2:<\/strong> Registrar los datos de identificaci\u00f3n Ingresa el RUC, C\u00e9dula o n\u00famero de documento. Identificaci\u00f3n extranjera (Pasaporte): Antepone la letra P al inicio del n\u00famero, sin guiones ni caracteres especiales. Completa los Nombres \/ Raz\u00f3n Social del cliente.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 3:<\/strong> Completar datos de contacto y par\u00e1metros comerciales Contacto: Completa el correo electr\u00f3nico (indispensable para el env\u00edo de comprobantes electr\u00f3nicos), direcci\u00f3n y tel\u00e9fono. D\u00edas de cr\u00e9dito: Asigna los d\u00edas de plazo autorizados para ventas a cr\u00e9dito (ej. 10 o 15 d\u00edas). Tipo de cliente: Permite agrupar a varios clientes bajo una misma cuenta contable por cobrar (ej. Clientes VIP); por defecto, el sistema asigna una cuenta por cobrar individual a cada cliente.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Paso 4:<\/strong> Guardar el registro Revisa los campos y haz clic en Agregar nuevo cliente. El cliente aparecer\u00e1 inmediatamente en el listado para la emisi\u00f3n de facturas o cotizaciones<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Modulo de cliente vista general Descripci\u00f3n: Este procedimiento sirve para crear, parametrizar y administrar la base de datos de clientes 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