{"id":24759,"date":"2025-05-26T06:19:30","date_gmt":"2025-05-26T06:19:30","guid":{"rendered":"https:\/\/mountainstream.co\/docs\/anadir-clientes\/"},"modified":"2025-12-17T06:55:04","modified_gmt":"2025-12-17T06:55:04","password":"","slug":"anadir-clientes","status":"publish","type":"docs","link":"https:\/\/mountainstream.co\/es\/docs\/anadir-clientes\/","title":{"rendered":"A\u00f1adir clientes"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:16px\">A\u00f1ada nuevos clientes utilizando la interfaz de usuario o imp\u00f3rtelos desde QuickBooks o Xero, o en archivos CSV.<\/p>\n\n\n\n<p style=\"font-size:16px\">Para utilizar la interfaz, vaya a <a href=\"https:\/\/mountainstream.co\/es\/docs\/la-lista-de-clientes\/\">la Lista de clientes<\/a> o al Panel de control del cliente y haga clic en \u00abA\u00f1adir cliente\u00bb.<\/p>\n\n\n\n<p style=\"font-size:16px\">Streamline le guiar\u00e1 a trav\u00e9s de los pasos necesarios para configurar los contactos, las direcciones y los ajustes.<\/p>\n\n\n\n<p style=\"font-size:16px\">Para poder hacer un pedido, un cliente debe tener al menos:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Un contacto<\/li>\n\n\n\n<li>Una direcci\u00f3n<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e454e31a71e&quot;}\" data-wp-interactive=\"core\/image\" class=\"wp-block-image size-full website-custom-border wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1290\" height=\"816\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on-async--click=\"actions.showLightbox\" data-wp-on-async--load=\"callbacks.setButtonStyles\" data-wp-on-async-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/mountainstream.co\/wp-content\/uploads\/2023\/10\/09-10-2023_14-46-55.png\" alt=\"La pantalla de un software de gesti&#xF3;n empresarial muestra una p&#xE1;gina titulada &#xAB;Clientes&#xBB;, con un formulario emergente titulado &#xAB;A&#xF1;adir cliente&#xBB; superpuesto a la lista, que permite capturar f&#xE1;cilmente los datos de los nuevos clientes con campos para el nombre, el estado, el c&#xF3;digo de cliente, el tipo y las opciones de guardar o cancelar.\" class=\"wp-image-10689\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Agrandar\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on-async--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n<\/div>\n\n<p>Streamline es un software para empresas y las cuentas funcionan a cr\u00e9dito. Una factura es un documento legal y debe tener una direcci\u00f3n v\u00e1lida para que sea v\u00e1lida ante un tribunal. Es necesario un contacto porque alguien debe recibir la factura, lo cual tambi\u00e9n es necesario para fines legales.   <\/p>\n\n<p>Es posible configurar contactos y direcciones ficticios para eludir los requisitos y procesar los pedidos, sin embargo, los correos electr\u00f3nicos y documentos del sistema se perder\u00e1n en un agujero negro. <\/p>\n\n<h4 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-bdcbab0c076529db9140f607dbcc530d\" id=\"h-synching-with-quickbooks-and-xero\" style=\"color:#113058\"><strong>Sincronizaci\u00f3n con QuickBooks y Xero<\/strong><\/h4>\n\n<p style=\"font-size:16px\">Podemos importar y exportar clientes entre Streamline y QuickBooks, as\u00ed como entre Streamline y Xero. <\/p>\n\n<p style=\"font-size:16px\">Cuando cree un nuevo cliente y\/o un nuevo art\u00edculo, Streamline le pedir\u00e1 que lo exporte a QuickBooks y Xero al exportar la primera factura. <\/p>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#cccccc;color:#cccccc\"\/>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bdocs-custom-btn\"><a class=\"wp-block-button__link wp-element-button\">\u00a1Comienza ahora!<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A\u00f1ada nuevos clientes utilizando la interfaz de usuario o imp\u00f3rtelos desde QuickBooks o Xero, o en archivos CSV. Para utilizar la interfaz, vaya a la Lista de clientes o al&#8230;<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[158],"doc_tag":[],"class_list":{"0":"post-24759","1":"docs","2":"type-docs","3":"status-publish","5":"doc_category-clientes"},"year_month":"2026-04","word_count":214,"total_views":"343","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Dwight Vista","author_nicename":"vistadwight","author_url":"https:\/\/mountainstream.co\/es\/author\/vistadwight\/"},"doc_category_info":[{"term_name":"Clientes","term_url":"https:\/\/mountainstream.co\/es\/docs-category\/clientes\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\r\n<title>A\u00f1adir clientes - Mountain Stream Bakery Software<\/title>\r\n<meta name=\"description\" content=\"Descubra los pasos para a\u00f1adir un nuevo cliente en Streamline. 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