{"id":173,"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":"contratos","status":"publish","type":"docs","link":"https:\/\/aprende.dora.ec\/?docs=contratos","title":{"rendered":"Contratos"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Contratos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Descripci\u00f3n:<\/strong> Este procedimiento unificado permite crear, parametrizar, gestionar y finalizar contratos de venta recurrente en el sistema Dora. Est\u00e1 dise\u00f1ado para empresas que prestan servicios por suscripci\u00f3n, alquileres o mantenimientos peri\u00f3dicos, ya que automatiza la emisi\u00f3n de facturas seg\u00fan la frecuencia programada (mensual, trimestral, anual), permite cobrar cuotas iniciales o anticipos y mantiene el historial centralizado de todas las facturas generadas por cada contrato<\/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=\"\u00bfC\u00f3mo crear un nuevo contrato y configurar la facturaci\u00f3n para dicho contrato?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/2QFT9Bg5TJ8?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<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=\"\u00bfInformaci\u00f3n de registro adicional y d\u00f3nde visualizar los contratos y facturas generadas?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/V1WtTQc5Lh8?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<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=\"\u00bfC\u00f3mo facturar el pago inicial configurado en un contrato y como finalizar un contrato?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/JhvJR3zbIqE?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>Proceso:<\/strong> PARTE 1: Crear un nuevo contrato y configurar la facturaci\u00f3n En el men\u00fa lateral de Dora, dir\u00edgete a Ingresos y selecciona Contratos. En la esquina superior derecha, haz clic en el bot\u00f3n Nuevo contrato. Datos principales: Cliente: Selecciona al cliente correspondiente desde tu base de datos. Nombre del contrato: Asigna un t\u00edtulo descriptivo (ej. &#8220;Servicio de Mantenimiento Anual 2026&#8221;). Fecha de inicio y Fecha de fin: Define el periodo de vigencia del contrato. Configuraci\u00f3n de la facturaci\u00f3n recurrente: Frecuencia: Elige la periodicidad con la que se emitir\u00e1n las facturas (Mensual, Trimestral, Semestral, Anual). D\u00eda de facturaci\u00f3n: Especifica el d\u00eda del mes en que el sistema debe generar autom\u00e1ticamente la factura. Forma de pago por defecto: Configura el m\u00e9todo de pago predeterminado (Cuentas por cobrar, Efectivo, Transferencia, etc.). Detalle de productos o servicios: Agrega los \u00edtems del cat\u00e1logo que forman parte del contrato, asignando cantidades, precios unitarios e impuestos (IVA). Configuraci\u00f3n de Pago Inicial (opcional): Si el contrato requiere un anticipo o cuota inicial al momento de la firma, ingresa el monto en el campo de Pago inicial. Haz clic en Guardar para dar de alta el contrato. PARTE 2: Facturar el Pago Inicial y ciclo autom\u00e1tico Facturar el Pago Inicial: Si configuraste un pago inicial, ubica el contrato en Ingresos > Contratos y selecciona la opci\u00f3n Facturar pago inicial. El sistema crear\u00e1 inmediatamente la primera factura correspondiente a dicho anticipo. Generaci\u00f3n autom\u00e1tica recurrente: Una vez facturado el pago inicial, las cuotas posteriores se emitir\u00e1n de forma autom\u00e1tica en la fecha y frecuencia programadas sin requerir intervenci\u00f3n manual. PARTE 3: Registro adicional y consulta de contratos y facturas Informaci\u00f3n adicional: Puedes ingresar a la ficha del contrato para a\u00f1adir observaciones, notas aclaratorias o asignar el c\u00f3digo del vendedor responsable. Visualizaci\u00f3n y filtro de contratos: En la pantalla principal de Ingresos > Contratos dispones de un listado con filtros por cliente, rango de fechas o estado (Activo \/ Finalizado). Consultar facturas generadas por el contrato: Al hacer clic en un contrato espec\u00edfico, puedes acceder a la secci\u00f3n de Facturas generadas (o Historial de facturas) para revisar todas las facturas emitidas bajo ese acuerdo. Dichas facturas tambi\u00e9n quedan registradas en el historial general de Ingresos > Facturas. PARTE 4: Finalizar o cerrar un contrato Cuando venza el plazo acordado o se requiera dar por terminado el servicio, ingresa a Ingresos > Contratos. Ubica el contrato en la lista, haz clic en el men\u00fa de opciones y selecciona Finalizar contrato. Confirma la finalizaci\u00f3n. El estado del contrato cambiar\u00e1 a Finalizado, lo que detendr\u00e1 inmediatamente la generaci\u00f3n autom\u00e1tica de facturas futuras sin alterar ni borrar las facturas ya emitidas en el historial.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Contratos Descripci\u00f3n: Este procedimiento unificado permite crear, parametrizar, gestionar y finalizar contratos de venta recurrente en el sistema Dora. Est\u00e1 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","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 center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[8],"doc_tag":[],"class_list":["post-173","docs","type-docs","status-publish","hentry","doc_category-contratos"],"year_month":"2026-09","word_count":548,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Felix Gomez","author_nicename":"felix","author_url":"https:\/\/aprende.dora.ec\/?author=2"},"doc_category_info":[{"term_name":"Contratos","term_url":"https:\/\/aprende.dora.ec\/?doc_category=contratos"}],"doc_tag_info":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Felix Gomez","author_link":"https:\/\/aprende.dora.ec\/?author=2"},"uagb_comment_info":0,"uagb_excerpt":"Contratos Descripci\u00f3n: Este procedimiento unificado permite crear, parametrizar, gestionar y finalizar contratos de venta recurrente en el sistema Dora. 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