{"id":2586,"date":"2023-08-10T10:23:59","date_gmt":"2023-08-10T10:23:59","guid":{"rendered":"https:\/\/simplygest.cloud\/academy\/?p=2586"},"modified":"2023-08-10T10:26:19","modified_gmt":"2023-08-10T10:26:19","slug":"envia-tus-facturas-y-presupuestos-a-tus-clientes-por-email-whatsapp-o-sms","status":"publish","type":"post","link":"https:\/\/simplygest.cloud\/academy\/envia-tus-facturas-y-presupuestos-a-tus-clientes-por-email-whatsapp-o-sms\/","title":{"rendered":"Env\u00eda tus facturas y presupuestos a tus Clientes por Email, WhatsApp o SMS"},"content":{"rendered":"\n<p>\u00bfTe gustar\u00eda poder <strong>enviarle a tus clientes la factura o presupuesto por Email, por WhatsApp o por SMS<\/strong>?\u00a0Con SimplyGest Cloud es as\u00ed de f\u00e1cil.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send1.png\" alt=\"\" class=\"wp-image-2587\" width=\"509\" height=\"547\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send1.png 799w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send1-279x300.png 279w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send1-768x825.png 768w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/><\/figure><\/div>\n\n\n<p>Hoy en d\u00eda es bastante com\u00fan utilizar los medios digitales en lugar de imprimir la factura o el t\u00edcket en papel. Siempre que tu cliente est\u00e9 conforme, puedes <strong>preguntarle si prefiere recibir la factura por Email o incluso por WhatsApp o en un SMS<\/strong>.<\/p>\n\n\n\n<p>Si el env\u00edo se realiza por WhatsApp o por SMS, <strong>el destinatario recibir\u00e1 un link a tu <a href=\"https:\/\/simplygest.cloud\/academy\/personaliza-un-portal-de-clientes-para-tus-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Portal de Clientes<\/a><\/strong>, donde podr\u00e1 descargar tu factura o incluso <a href=\"https:\/\/simplygest.cloud\/academy\/integracion-con-redsys-cobra-tus-facturas-con-tarjeta-desde-tu-propio-portal-de-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">pagarla online<\/a>.<\/p>\n\n\n\n<p>Adem\u00e1s, si lo que env\u00edas es un Presupuesto, tu Clientes podr\u00e1n aceptar el presupuesto online desde el propio Portal, <a href=\"https:\/\/simplygest.cloud\/academy\/permite-a-tus-clientes-aceptar-tus-presupuestos-desde-tu-portal-de-clientes\/\" target=\"_blank\" rel=\"noreferrer noopener\">si as\u00ed lo has configurado<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Env\u00edo por WhatsApp<\/h3>\n\n\n\n<p>Para enviar tu documento por WhatsApp, simplemente selecciona \u00abWhatsApp\u00bb en la pesta\u00f1as superiores e indica el n\u00famero de tel\u00e9fono del Cliente. Recuerda que los n\u00fameros de tel\u00e9fono deben incluir el prefijo del pa\u00eds (por ejemplo, <strong>34<\/strong>666777888 para Espa\u00f1a) y que el destinatario debe ser un contacto de tu WhatsApp.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send2.png\" alt=\"\" class=\"wp-image-2588\" width=\"599\" height=\"448\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send2.png 799w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send2-300x225.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send2-768x575.png 768w\" sizes=\"(max-width: 599px) 100vw, 599px\" \/><\/figure><\/div>\n\n\n<p>Puedes personalizar el texto del mensaje que recibir\u00e1 tu Cliente, pero evita modificar la variable {{portal}} ya que es donde se incluir\u00e1 autom\u00e1ticamente el link a tu Portal de Clientes. Tu cliente recibir\u00e1 un WhatsApp como el siguiente:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"199\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-1.png\" alt=\"\" class=\"wp-image-2590\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-1.png 692w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-1-300x86.png 300w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">Env\u00edo por SMS<\/h3>\n\n\n\n<p>Para poder enviar SMS desde SimplyGest Cloud necesitas configurar alguna <a href=\"https:\/\/simplygest.cloud\/academy\/como-enviar-sms-desde-simplygest-cloud\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>integraci\u00f3n para el env\u00edo de SMS<\/strong><\/a>. Al igual que ocurre con el env\u00edo de WhatsApp, necesitar\u00e1s indicar el n\u00famero de tel\u00e9fono del destinatario, con el prefijo del pa\u00eds\u00a0(por ejemplo, <strong>34<\/strong>666777888 para Espa\u00f1a) y personalizar el texto del mensaje.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send3.png\" alt=\"\" class=\"wp-image-2591\" width=\"597\" height=\"429\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send3.png 799w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send3-300x216.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/send3-768x553.png 768w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/figure><\/div>\n\n\n<p>Recuerda que el los SMS el n\u00famero de caracteres est\u00e1 limitado a 160 caracteres, seg\u00fan el contenido del mensaje. Te recomendamos usar mensajes cortos, ya que el link al portal suele ocupar como m\u00ednimo 70 caracteres.<\/p>\n\n\n\n<p><strong>IMPORTANTE<\/strong>: Adem\u00e1s, si se utilizan caracteres especiales, el l\u00edmite de caracteres ser\u00e1 de solo 70, por lo que tu Cliente recibir\u00e1 el link \u00abcortado\u00bb y no ser\u00e1 v\u00e1lido.<\/p>\n\n\n\n<p>Aqu\u00ed puede ser un ejemplo de factura enviada por SMS:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-677x1024.png\" alt=\"\" class=\"wp-image-2592\" width=\"543\" height=\"821\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-677x1024.png 677w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-198x300.png 198w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-768x1162.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-1015x1536.png 1015w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2-1354x2048.png 1354w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/image-2.png 1439w\" sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/figure><\/div>\n\n\n<p><mark style=\"background-color:#cf2e2e\" class=\"has-inline-color has-white-color\">NOTA:<\/mark>\u00a0\u00daltimamente se recibe SPAM o links fraudulentos (phishing, etc.) por SMS o por WhatsApp. Ten en cuenta que tus Clientes podr\u00edan no confiar en el link recibido, por lo que quiz\u00e1s sea una buena idea avisarles con antelaci\u00f3n, o bien hacer el env\u00edo por varios medios.<\/p>\n\n\n\n<p>Tus Clientes podr\u00e1n acceder al Portal de Clientes desde su propio m\u00f3vil, ya que el Portal est\u00e1 adaptado a cualquier tama\u00f1o de pantalla, y podr\u00e1n ver o descargar la factura o presupuesto, pagarlo, aceptarlo, firmarlo y mucho m\u00e1s!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"461\" height=\"1024\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-461x1024.jpg\" alt=\"\" class=\"wp-image-2595\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-461x1024.jpg 461w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-135x300.jpg 135w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-768x1707.jpg 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-691x1536.jpg 691w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-922x2048.jpg 922w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2023\/08\/Screenshot_20230809_123523_Edge-scaled.jpg 1152w\" sizes=\"(max-width: 461px) 100vw, 461px\" \/><\/figure><\/div>","protected":false},"excerpt":{"rendered":"<p>\u00bfTe gustar\u00eda poder enviarle a tus clientes la factura o presupuesto por Email, por WhatsApp o por SMS?\u00a0Con SimplyGest Cloud es as\u00ed de f\u00e1cil. Hoy en d\u00eda es bastante com\u00fan utilizar los medios digitales en lugar de imprimir la factura o el t\u00edcket en papel. Siempre que tu cliente est\u00e9 conforme, puedes preguntarle si prefiere [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,5,7,12],"tags":[],"class_list":["post-2586","post","type-post","status-publish","format-standard","hentry","category-addons-y-modulos-opcionales","category-clientes","category-crear-facturas-presupuestos-ingresos","category-opciones-generales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Env\u00eda tus facturas y presupuestos a tus Clientes por Email, WhatsApp o SMS | SimplyGest Cloud Academy<\/title>\n<meta name=\"description\" content=\"Env\u00eda tus facturas y presupuestos a tus Clientes por Email, WhatsApp o SMS | Clientes | SimplyGest Cloud Academy\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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