{"id":181140,"date":"2024-11-04T05:26:10","date_gmt":"2024-11-04T13:26:10","guid":{"rendered":"https:\/\/foosales.com\/?p=181140"},"modified":"2024-11-06T22:53:57","modified_gmt":"2024-11-07T06:53:57","slug":"woocommerce-sistema-de-presupuestos-y-facturacion","status":"publish","type":"post","link":"https:\/\/www.foosales.com\/es\/woocommerce-quotation-and-invoicing-system\/","title":{"rendered":"Cree un sistema de presupuestos y facturaci\u00f3n WooCommerce con FooSales"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-181160\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system.png\" alt=\"WooCommerce Sistema de oferta y facturaci\u00f3n\" width=\"1000\" height=\"665\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system.png 1000w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-300x200.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-768x511.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-18x12.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-600x399.png 600w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/WooCommerce-Quotation-and-Invoicing-system-700x467.png 700w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p class=\"box-intro\">En este post, le mostraremos c\u00f3mo crear un sistema de presupuestos y facturaci\u00f3n WooCommerce que le permita generar un pedido en FooSales, establecerlo como 'Pendiente de pago' y enviarlo autom\u00e1ticamente a su cliente como factura con un enlace de pago.<\/p>\n<p>Imagine poder iniciar un pedido en su tienda f\u00edsica y que sus clientes realicen el pago del pedido en l\u00ednea cuando les resulte m\u00e1s c\u00f3modo. FooSales hace que la creaci\u00f3n de un 'Presupuesto WooCommerce' sea perfecta gracias a su integraci\u00f3n \u00fanica entre su tienda WooCommerce en l\u00ednea y su tienda f\u00edsica. Esta funci\u00f3n es perfecta para crear presupuestos y facturas WooCommerce que agilizar\u00e1n las comunicaciones y garantizar\u00e1n la eficacia de las operaciones.<\/p>\n<h4 data-pm-slice=\"1 1 []\"><strong>Utilizaci\u00f3n de FooSales para crear presupuestos y facturas<\/strong><\/h4>\n<p>FooSales facilita la generaci\u00f3n de presupuestos WooCommerce o facturas impagadas sin confirmar el pago en el momento de la compra. En lugar de marcar los pedidos como <strong>Complete<\/strong>puede utilizar los estados de los pedidos para indicar los pagos pendientes. A continuaci\u00f3n, utilizaremos <a href=\"https:\/\/woocommerce.com\/products\/automatewoo\/?aff=8264&amp;cid=702463\" rel=\"noopener\">AutomatizarWoo<\/a> enviar al cliente un correo electr\u00f3nico que incluya un enlace de pago que le permita completar el pedido en l\u00ednea. Este proceso le permite:<\/p>\n<ul data-spread=\"false\">\n<li>Ofrezca a los clientes la posibilidad de pagar m\u00e1s tarde, ya sea en l\u00ednea o en la tienda.<\/li>\n<li>Env\u00ede facturas profesionales y automatizadas que muestren claramente el vencimiento del pago (utilizando AutomateWoo).<\/li>\n<\/ul>\n<h4><strong>C\u00f3mo habilitar estados de pedido para facturas impagadas<\/strong><\/h4>\n<p>Por defecto, FooSales s\u00f3lo le permitir\u00e1 <strong>Complete<\/strong> en el momento de pagar. Para a\u00f1adir <strong>Pendiente de pago<\/strong>, <strong>Tratamiento<\/strong> y <strong>En espera<\/strong>tendr\u00e1 que actualizar los ajustes del FooSales:<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-181245 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52.png\" alt=\"Estado de los pedidos\" width=\"805\" height=\"682\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52.png 805w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-300x254.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-768x651.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-14x12.png 14w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-07-at-08.52.52-600x508.png 600w\" sizes=\"(max-width: 805px) 100vw, 805px\" \/><\/p>\n<ol start=\"1\" data-spread=\"false\">\n<li>Con\u00e9ctese a su <strong>Panel de administraci\u00f3n de WordPress<\/strong> y navegue hasta <strong>FooSales &gt; Configuraci\u00f3n &gt; Pedidos<\/strong>.<\/li>\n<li>En virtud de la <strong>Estado de los pedidos para cargar<\/strong>, <strong>Estados de env\u00edo de pedidos<\/strong> y <strong>Estados de pedidos incompletos<\/strong> secciones, aseg\u00farese de que <strong>Pendiente de pago<\/strong>, <strong>Tratamiento<\/strong>, <strong>En espera<\/strong> y <strong>Completado<\/strong> antes de guardar estos ajustes.<\/li>\n<li>Guarda la configuraci\u00f3n y vuelve a cargar FooSales para aplicar los cambios.<\/li>\n<\/ol>\n<p>Con estos ajustes, ahora puede seleccionar un estado de pedido como <strong>Pendiente de pago, Tramitaci\u00f3n<\/strong> o <strong>En espera<\/strong> en la caja, indicando que el pago a\u00fan no se ha efectuado.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-181146 size-large\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-1024x684.png\" alt=\"Captura de pantalla de FooSales que muestra c\u00f3mo seleccionar un estado de pedido en la caja para crear un Presupuesto WooCommerce\" width=\"1024\" height=\"684\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-1024x684.png 1024w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-300x200.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-768x513.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-18x12.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08-600x401.png 600w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.08.png 1396w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>A continuaci\u00f3n, se generar\u00e1 un pedido con el estado de pedido seleccionado, que se mostrar\u00e1 en la factura impresa.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181147 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44.png\" alt=\"WooCommerce Presupuesto\" width=\"595\" height=\"417\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44.png 595w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44-300x210.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-09.54.44-18x12.png 18w\" sizes=\"(max-width: 595px) 100vw, 595px\" \/><\/p>\n<p>El estado del pedido tambi\u00e9n se reflejar\u00e1 en la secci\u00f3n Pedidos de FooSales y en WooCommerce al visualizar el pedido:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181152 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51.png\" alt=\"Captura de pantalla de un pedido WooCommerce que est\u00e1 pendiente de pago\" width=\"656\" height=\"591\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51.png 656w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-300x270.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-13x12.png 13w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-14.09.51-600x541.png 600w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/p>\n<h4 data-pm-slice=\"1 1 []\"><strong>Notifique a los clientes los pagos pendientes mediante AutomateWoo (correo electr\u00f3nico y SMS)<\/strong><\/h4>\n<p>Para una experiencia a\u00fan m\u00e1s \u00e1gil, puede utilizar <a href=\"https:\/\/woocommerce.com\/products\/automatewoo\/?aff=8264&amp;cid=702463\" rel=\"noopener\">AutomatizarWoo<\/a> para enviar autom\u00e1ticamente una notificaci\u00f3n por correo electr\u00f3nico cuando el estado de un pedido cambie a <strong>Pendiente de pago<\/strong>. Esto garantiza que los clientes sean informados r\u00e1pidamente de que su pedido est\u00e1 pendiente de pago y les proporciona un enlace directo para completar el pago.<\/p>\n<p><em>Es importante crear un perfil de usuario para el cliente a trav\u00e9s de <a href=\"https:\/\/www.foosales.com\/es\/caracteristicas\/clientes\/\">FooSales<\/a> en la caja, o en su backend WooCommerce, ya que necesitar\u00e1n este perfil para iniciar sesi\u00f3n y completar el pago cuando se genere el pedido.<\/em><\/p>\n<p>A continuaci\u00f3n te explicamos c\u00f3mo configurar la automatizaci\u00f3n:<\/p>\n<p>Ir a <strong>AutomateWoo &gt; Flujos de trabajo<\/strong> y haga clic en <strong>A\u00f1adir nuevo<\/strong>. En el <strong>Disparador<\/strong> seleccione <strong>Pedido creado<\/strong>. Proceda a la <strong>Regla<\/strong> y establezca la <strong>Estado del pedido<\/strong>\u00a0opci\u00f3n de <strong>Pendiente de pago<\/strong>. Esto garantizar\u00e1 que s\u00f3lo cuando se genere un nuevo pedido y el estado del pedido se establezca en <strong>Pago pendiente<\/strong>se activa la automatizaci\u00f3n.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181142 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44.png\" alt=\"Configuraci\u00f3n de reglas y activadores de AutomateWoo\" width=\"917\" height=\"380\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44.png 917w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-300x124.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-768x318.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-18x7.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.44-600x249.png 600w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/p>\n<p>A continuaci\u00f3n, a\u00f1ada un <strong>Acci\u00f3n<\/strong> como un correo electr\u00f3nico o un SMS y completar los datos. En nuestro caso, enviaremos un correo electr\u00f3nico al cliente e incluiremos el ID del pedido en el asunto.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181143 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59.png\" alt=\"Configuraci\u00f3n del correo electr\u00f3nico de AutomateWoo\" width=\"845\" height=\"453\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59.png 845w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-300x161.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-768x412.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-18x10.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.21.59-600x322.png 600w\" sizes=\"(max-width: 845px) 100vw, 845px\" \/><\/p>\n<p><span style=\"font-size: 16px;\">Personalizar el <strong>contenido del correo electr\u00f3nico<\/strong> para notificar al cliente el pago pendiente:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181144 size-full\" style=\"font-style: inherit; font-weight: inherit;\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09.png\" alt=\"Ejemplo de cuerpo de correo electr\u00f3nico de AutomateWoo\" width=\"847\" height=\"432\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09.png 847w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-300x153.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-768x392.png 768w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-18x9.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-13.22.09-600x306.png 600w\" sizes=\"(max-width: 847px) 100vw, 847px\" \/><\/p>\n<p><strong>Guardar<\/strong> el flujo de trabajo y <strong>activar<\/strong> eso.<\/p>\n<p>Sus clientes recibir\u00e1n autom\u00e1ticamente un correo electr\u00f3nico notific\u00e1ndoles que su pedido est\u00e1 pendiente de pago, con un c\u00f3modo enlace para finalizar el proceso de pago.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-181173 size-full\" src=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1.png\" alt=\"\" width=\"755\" height=\"380\" title=\"\" srcset=\"https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1.png 755w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-300x151.png 300w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-18x9.png 18w, https:\/\/www.foosales.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-04-at-16.24.59-1-600x302.png 600w\" sizes=\"(max-width: 755px) 100vw, 755px\" \/><\/p>\n<h4><strong>Estados de pedido personalizados para mejorar el flujo de trabajo<\/strong><\/h4>\n<p>Si su empresa necesita soluciones m\u00e1s personalizadas, FooSales admite estados de pedido personalizados. Puede a\u00f1adir estados de pedido personalizados de forma programada o mediante un bot\u00f3n <a href=\"https:\/\/www.foosales.com\/es\/top-5-woocommerce-custom-order-status-plugins-free-and-premium\/\">plugin de terceros<\/a>.<\/p>\n<h4><strong>Conclusi\u00f3n<\/strong><\/h4>\n<p>Con FooSales, crear presupuestos y facturas impagadas es sencillo y eficaz. Estas funciones permiten a las empresas ofrecer opciones de pago flexibles, agilizar los procesos de pedido y mantener una comunicaci\u00f3n clara con los clientes. Empiece a utilizar estas herramientas hoy mismo para mejorar las capacidades de su sistema POS y ofrecer una mejor experiencia al cliente.<\/p>","protected":false},"excerpt":{"rendered":"<p>In this post, we will show you how to create a WooCommerce quotation and invoicing system that allows you to [&hellip;]<\/p>\n","protected":false},"author":68,"featured_media":181160,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"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":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"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":""},"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-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":"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":""},"mobile":{"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":""}},"footnotes":""},"categories":[107],"tags":[453],"class_list":["post-181140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to","tag-automatewoo"],"_links":{"self":[{"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/posts\/181140","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/users\/68"}],"replies":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/comments?post=181140"}],"version-history":[{"count":0,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/posts\/181140\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/media\/181160"}],"wp:attachment":[{"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/media?parent=181140"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/categories?post=181140"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.foosales.com\/es\/wp-json\/wp\/v2\/tags?post=181140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}