{"id":1093,"date":"2026-02-17T15:09:11","date_gmt":"2026-02-17T19:09:11","guid":{"rendered":"https:\/\/ayuda.webconsystem.com\/?p=1093"},"modified":"2026-02-17T15:09:11","modified_gmt":"2026-02-17T19:09:11","slug":"como-crear-un-cliente","status":"publish","type":"post","link":"https:\/\/ayuda.webconsystem.com\/?p=1093","title":{"rendered":"C\u00f3mo crear un cliente"},"content":{"rendered":"\n<p>Para crear un cliente en la plataforma, el usuario debe dirigirse al m\u00f3dulo <strong>Clientes<\/strong>. Puede acceder haciendo clic directamente en la opci\u00f3n <strong>Cliente<\/strong> o en el \u00edcono de <strong>m\u00e1s (+)<\/strong> que aparece al lado.<\/p>\n\n\n\n<!--more-->\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"947\" height=\"543\" src=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-10.png\" alt=\"\" class=\"wp-image-1094\" srcset=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-10.png 947w, https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-10-300x172.png 300w, https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-10-768x440.png 768w\" sizes=\"auto, (max-width: 947px) 100vw, 947px\" \/><\/figure>\n\n\n\n<p>Una vez dentro, debe seleccionar <strong>A\u00f1adir<\/strong>. El sistema mostrar\u00e1 una plantilla donde se deben completar las informaciones del cliente, tales como:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tipo de documento (RNC o C\u00e9dula, seg\u00fan corresponda)<\/li>\n\n\n\n<li>Nombre y apellido<\/li>\n\n\n\n<li>Correo electr\u00f3nico<\/li>\n\n\n\n<li>Direcci\u00f3n y dem\u00e1s datos generales<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1010\" height=\"974\" src=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-11.png\" alt=\"\" class=\"wp-image-1095\" srcset=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-11.png 1010w, https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-11-300x289.png 300w, https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-11-768x741.png 768w\" sizes=\"auto, (max-width: 1010px) 100vw, 1010px\" \/><\/figure>\n\n\n\n<p>El campo de <strong>correo electr\u00f3nico<\/strong> es importante si se desea enviar la factura directamente al cliente por esa v\u00eda. Tambi\u00e9n se debe especificar si el cliente utilizar\u00e1 <strong>comprobante fiscal o no comprobante<\/strong>, seg\u00fan corresponda.<\/p>\n\n\n\n<p>El sistema permite agregar una foto o documento del cliente seleccionando la opci\u00f3n <strong>Cambiar foto<\/strong>, donde se podr\u00e1 cargar la imagen correspondiente. Adem\u00e1s, se puede anexar cualquier informaci\u00f3n adicional necesaria.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"613\" height=\"951\" src=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-12.png\" alt=\"\" class=\"wp-image-1096\" srcset=\"https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-12.png 613w, https:\/\/ayuda.webconsystem.com\/wp-content\/uploads\/2026\/02\/image-12-193x300.png 193w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/figure>\n\n\n\n<p>Antes de guardar, es recomendable verificar que todos los datos est\u00e9n correctamente completados. Luego, se debe seleccionar <strong>Grabar<\/strong> para finalizar el registro.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Para crear un cliente en la plataforma, el usuario debe dirigirse al m\u00f3dulo Clientes. Puede acceder haciendo clic directamente en la opci\u00f3n Cliente o en el \u00edcono de m\u00e1s (+) que aparece al lado.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-1093","post","type-post","status-publish","format-standard","hentry","category-general"],"_links":{"self":[{"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/posts\/1093","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1093"}],"version-history":[{"count":1,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/posts\/1093\/revisions"}],"predecessor-version":[{"id":1097,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=\/wp\/v2\/posts\/1093\/revisions\/1097"}],"wp:attachment":[{"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ayuda.webconsystem.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}