{"id":1394,"date":"2025-06-20T08:43:39","date_gmt":"2025-06-20T13:43:39","guid":{"rendered":"https:\/\/agilcolombia.com\/ayuda\/?p=1394"},"modified":"2026-03-02T13:07:35","modified_gmt":"2026-03-02T18:07:35","slug":"guia-para-la-configuracion-basica-en-agil-cloud","status":"publish","type":"post","link":"https:\/\/agilcolombia.com\/ayuda\/agil-cloud\/guia-para-la-configuracion-basica-en-agil-cloud\/","title":{"rendered":"Gu\u00eda para la Configuraci\u00f3n B\u00e1sica en AGIL Cloud"},"content":{"rendered":"

[vc_row css=\u00bb.vc_custom_1749662760090{padding-left: 20px !important;background-color: #F7F7F7 !important;border-radius: 10px !important;}\u00bb][vc_column][vc_column_text css=\u00bb\u00bb]\"\"[\/vc_column_text][vc_empty_space][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb]<\/p>\n

1. Crea al Cliente \ud83d\udc64<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Antes de emitir cualquier factura, necesitas tener creado el cliente a quien se va a facturar.<\/span>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]<\/p>\n

2. Crea los vendedores \ud83d\udce6<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Esto es \u00fatil para asignar las ventas a cada miembro del equipo.<\/span><\/p>\n

Haz clic para saber c\u00f3mo crear los clientes y vendedores \ud83d\udc49<\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″ css=\u00bb.vc_custom_1749662845908{padding-left: 10px !important;}\u00bb][vc_column_text css=\u00bb\u00bb]https:\/\/agilcolombia.com\/ayuda\/crea-y-modifica-clientes-agil-cloud\/[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb]<\/p>\n

3. Crea las Cajas \ud83d\udcb0<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Las cajas representan los puntos de ingreso de dinero (efectivo, dat\u00e1fono, etc.)<\/span>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Haz clic para saber c\u00f3mo crear las cajas \ud83d\udc47<\/strong><\/p>\n

https:\/\/agilcolombia.com\/ayuda\/crea-y-gestiona-las-cajas-en-agil-cloud\/[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb]<\/p>\n

4. Crea las Unidades de Medida \ud83d\udccf<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Estas son necesarias para definir c\u00f3mo se venden tus productos (unidad, kilogramo, metro, etc.).<\/span>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Haz clic para saber c\u00f3mo crear las unidades de medida \ud83d\udc47<\/strong><\/p>\n

https:\/\/agilcolombia.com\/ayuda\/crea-unidades-de-medida-agil-cloud\/[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb]<\/p>\n

5. Crea tus productos o servicios \ud83c\udff7\ufe0f<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Registra los productos o servicios que ofrece tu empresa.<\/span>[\/vc_column_text][vc_column_text css=\u00bb\u00bb]Haz clic para saber c\u00f3mo crear los productos y servicios \ud83d\udc47<\/strong><\/p>\n

https:\/\/agilcolombia.com\/ayuda\/crea-productos-o-servicios-agil-cloud\/[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb]<\/p>\n

6. Crea la factura de venta \ud83e\uddfe<\/b><\/span><\/h3>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator css=\u00bb\u00bb][vc_column_text css=\u00bb\u00bb]<\/p>\n

\ud83d\udcd7 Preguntas Frecuentes<\/b><\/span><\/h3>\n

[\/vc_column_text][vc_tta_accordion][vc_tta_section title=\u00bb\u00bfPuedo crear una factura sin tener el cliente registrado previamente?\u00bb tab_id=\u00bb1749664028946-09a58420-a0b1″][vc_column_text css=\u00bb\u00bb]No, <\/span>no es posible<\/b>. El cliente debe estar creado antes de emitir una factura.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=\u00bb\u00bfQu\u00e9 pasa si el cliente no me quiere dar sus datos?\u00bb tab_id=\u00bb1749664028994-b03a8740-ce10″][vc_column_text css=\u00bb\u00bb]Puedes emitir la factura a nombre de <\/span>\u00abConsumidor Final\u00bb<\/b>.<\/span><\/p>\n

La DIAN permite este tipo de cliente para los casos en que el comprador no desea brindar su informaci\u00f3n.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=\u00bb\u00bfPuedo crear el cliente desde la misma pantalla de facturaci\u00f3n?\u00bb tab_id=\u00bb1749664476947-efa1feca-4eb3″][vc_column_text css=\u00bb\u00bb]No, <\/span>debes crearlo primero<\/b> desde el m\u00f3dulo de Clientes.<\/span>[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css=\u00bb.vc_custom_1749662760090{padding-left: 20px !important;background-color: #F7F7F7 !important;border-radius: 10px !important;}\u00bb][vc_column][vc_column_text css=\u00bb\u00bb][\/vc_column_text][vc_empty_space][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text css=\u00bb\u00bb] 1. Crea al Cliente \ud83d\udc64 [\u2026]<\/span><\/p>\n","protected":false},"author":2,"featured_media":1468,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-1394","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agil-cloud"],"_links":{"self":[{"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/posts\/1394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/comments?post=1394"}],"version-history":[{"count":33,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/posts\/1394\/revisions"}],"predecessor-version":[{"id":1466,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/posts\/1394\/revisions\/1466"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/media\/1468"}],"wp:attachment":[{"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/media?parent=1394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/categories?post=1394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/agilcolombia.com\/ayuda\/wp-json\/wp\/v2\/tags?post=1394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}