{"id":262,"date":"2021-06-08T12:12:52","date_gmt":"2021-06-08T12:12:52","guid":{"rendered":"https:\/\/simplygest.cloud\/academy\/?p=262"},"modified":"2021-06-08T12:22:14","modified_gmt":"2021-06-08T12:22:14","slug":"personaliza-tus-formas-de-pago","status":"publish","type":"post","link":"https:\/\/simplygest.cloud\/academy\/personaliza-tus-formas-de-pago\/","title":{"rendered":"Personaliza tus Formas de Pago"},"content":{"rendered":"\n<p>Puedes personalizar las formas de pago que utilizar\u00e1s habitualmente para cobrar o pagar tus documentos. Para ello, simplemente dir\u00edgete a <strong>Administraci\u00f3n <\/strong>y pulsa en <strong>Formas de Pago<\/strong>:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"444\" height=\"232\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-57.png\" alt=\"\" class=\"wp-image-265\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-57.png 444w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-57-300x157.png 300w\" sizes=\"(max-width: 444px) 100vw, 444px\" \/><\/figure><\/div>\n\n\n\n<p>Se abrir\u00e1 una ventana donde podr\u00e1s ver, editar, crear y borrar tus formas de pago.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"615\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-58-1024x615.png\" alt=\"\" class=\"wp-image-266\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-58-1024x615.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-58-300x180.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-58-768x461.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-58.png 1136w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p><strong>IMPORTANTE<\/strong>: SimplyGest Cloud incluye algunas formas de pago predeterminadas que no pueden eliminarse ni modificarse, ya que forman parte de la aplicaci\u00f3n. Solo puedes editar o borrar las formas de pago que hayas creado manualmente.<\/p>\n\n\n\n<p>Las formas de pago predeterminadas son las siguientes:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Efectivo<\/li><li>Transferencia<\/li><li>Tarjeta<\/li><li>PayPal<\/li><li>Recibo<\/li><li>Recibo Domiciliado<\/li><\/ul>\n\n\n\n<p>Puedes crear m\u00e1s formas de pago pulsando en \u00abCrear Nueva\u00bb. Simplemente escribe el nombre de la misma y autom\u00e1ticamente pasar\u00e1 a formar parte de las formas de pago disponible en la aplicaci\u00f3n:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-59.png\" alt=\"\" class=\"wp-image-267\" width=\"733\" height=\"385\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-59.png 919w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-59-300x158.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2021\/06\/image-59-768x404.png 768w\" sizes=\"(max-width: 733px) 100vw, 733px\" \/><\/figure><\/div>\n\n\n\n<p>Puedes indicar la <strong>cuenta contable<\/strong> para cada forma de pago que crees. Las formas de pago predeterminadas ya utilizan la cuenta contable adecuada (Caja, Banco&#8230;). Esto es \u00fatil para poder crear correctamente el diario de asientos autom\u00e1tico y obtener informes contables lo m\u00e1s precisos posible.<\/p>\n\n\n\n<p>Indica tambi\u00e9n si la forma de pago que crees <strong>afecta al saldo de efectivo (caja)<\/strong>. Normalmente solo la forma de pago \u00abefectivo\u00bb afecta al saldo de \u00abcaja\u00bb (dinero en met\u00e1lico). Las formas de pago \u00abTransferencia\u00bb, \u00abTarjeta\u00bb, etc. no influyen en la \u00abcaja\u00bb sino en el \u00abbanco\u00bb por lo que en principio no es necesario activar esta opci\u00f3n.<\/p>\n\n\n\n<p>Una vez tengas tus formas de pago creadas, cuando realices nuevos documentos, ingresos, gastos, cobros, etc. podr\u00e1s <strong>indicar la forma de pago de cada movimiento<\/strong>, as\u00ed como <strong>asignar una forma de pago predeterminada a tus clientes y proveedores<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Puedes personalizar las formas de pago que utilizar\u00e1s habitualmente para cobrar o pagar tus documentos. Para ello, simplemente dir\u00edgete a Administraci\u00f3n y pulsa en Formas de Pago: Se abrir\u00e1 una ventana donde podr\u00e1s ver, editar, crear y borrar tus formas de pago. IMPORTANTE: SimplyGest Cloud incluye algunas formas de pago predeterminadas que no pueden eliminarse [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11,12],"tags":[],"class_list":["post-262","post","type-post","status-publish","format-standard","hentry","category-administracion","category-opciones-generales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Personaliza tus Formas de Pago | SimplyGest Cloud Academy<\/title>\n<meta name=\"description\" content=\"Personaliza tus Formas de Pago | SimplyGest Cloud Academy\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/simplygest.cloud\/academy\/personaliza-tus-formas-de-pago\/\" \/>\n<meta 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