Import Invoice from Excel or CSV File

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Odoo 8

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Odoo Online
Odoo.sh
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Odoo Apps Dependencies Inventory Management (stock)
Sales Management (sale_management)
Discuss (mail)
Invoicing Management (account_invoicing)
Lines of code 586
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 8.0 11.0 10.0 12.0 13.0 15.0 14.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory Management (stock)
Sales Management (sale_management)
Discuss (mail)
Invoicing Management (account_invoicing)
Lines of code 586
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 8.0 11.0 10.0 12.0 13.0 15.0 14.0 16.0 17.0

Import Invoice From Excel or CSV File Odoo Apps

Do you want to import bulk invoices together ? Which has multiple product lines ?

Using this Odoo Apps, you can easily do that with single click. Excel file from your supplier no need to enter them manually on odoo, you can easily import them on Odoo ERP.

Our Odoo apps helps you to import customer and supplier(vendor bills) invoices both with very easy excel/csv format . Additionally we provide option to choose existing odoo invoice number or import invoice number from excel file which you can select.

If you want to import extra fields from default odoo apart from our sample files, we will add those on our import module without any extra cost. You can purchase our module and contact us on sales@browseinfo.in
e.,g If you want to add Analytic accounts and analytic tags details or discount on invoice, we will add without any cost

Features

Easy to import

Easily import multiple customer and supplier invoice(vendor bills).

Import Multiple Invoice Lines

Add multiple invoice lines as row on data file.

Add Different Data

Add Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.

Import Different Currency

Add different currency of invoices in single import.

Sequence Option

Import invoices number using with XLS/CSV or with default sequence.

Different Warning

Easy Warning when import fail due to wrong data.

Import Bulk Invoices

Quickly import bulk invoices in one go using Excel or CSV File.

Add Bulk Account

Add bulk account in one go using Excel or CSV file.

Import Order with Date

Import Date which you have in your Database instead of default that Odoo provides

Invoice Stage Options

Import invoices as a "Draft" or "Validate".

Import Product Option

Import products by it's Name/ Barcode or Code(Internal Reference).

CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

Import Customer/Supplier Invoice

Data File Sample.

You have 3 different options to import invoice order.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Import with Code.

Import with Barcode.

Import with Name.

INVOICE ID
- Invoice number for the invoice.
PARTNER
- Vendor/Customer name for the invoice order.
CURRENCY
- Currency for the invoice.
PRODUCT
- Product name for the invoice order.
QUANTITY
- Quantity for the above product.
UOM
- UOM for the above product.
DESCRIPTION
- Description for the product
PRICE
- Price for the above product.
Discount
-Discount for invoice product.
Salesperson
-Name of salesperson
TAX
-Tax for the product
Date
-Date of invoice
Account
-Name of Chart Of Account

The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

1. When code is selected in Import option, please select file that contains code of products.

2. When barcode is selected in Import option, please select file that contains barcode of products.

3. When Name is selected in Import option, please select file that contains name of products.

Import Invoice Menu

Under Invoicing > Customers > Import Invoice menu user can import invoice, vendor bill, customer credit note and vendor credit note.

Import Invoice Wizard

1. Sequence Option :

If you want to import details of invoice number from CSV/XLS you can also have option regarding this in import invoice wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Invoice Stage Option :

If you select "Import Draft Invoice" option then invoice will be import in draft stage.

If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.

3. Account Option :

If you want to import Account from XLS/CSV so you have option for "Account Option" regarding this in import invoice wizard.

4. Type :

You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).

5. Import Product By :

You have also option to import products by it's Name/ Barcode or Code(Internal Reference).

If you want to create product while importing invoice order then you have to select import with "Name".

Import Invoice Tree View

This is the tree view of invoice created from given data file.

After importing CSV/XLS with "Import Draft Invoice" option then you can see the invoice is in draft stage and invoice number is same as we given in CSV/XLS file.

If user select "Validate Invoice Automatically With Import" and "Use System Default Sequence Number" option then you can see the invoice is in Open stage.

If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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Their support gave us a quick response to fix the issue
by
Wellington Souza
on 10/3/18, 1:49 AM

We initially have an error and after talking to their support they fixed it and we could import the invoices with no problem.


Any problems in the import file are very difficult to identify as the module doesn't have any error identifying file. Also, it continuously gives currency error.
by
Ali Khalid
on 8/16/18, 8:01 AM

by
Daniel
on 7/27/18, 11:31 AM

Great app
by
Daniel Kuiper
on 8/22/18, 10:24 AM

Easy to work with and quick responce from the helpdesk. What you can do is limited but it does what it promissed.


@Wellington : module works fine.
by
BrowseInfo
on 8/20/18, 2:10 PM Author

We have checked our module and it works fine please check following video. https://www.youtube.com/watch?v=uXO76Vs7SrE&feature=youtu.be We see that you are already using other custom module(as per your video) which effects to the invoice model and methods of it , So might be other custom module changes that default odoo method of tax calculations that's why its not working at your end. Still if you contact us on sales@browseinfo.in , our support team help you to work our module with your other custom 3rd party apps. Regards


by
Wellington Souza
on 8/20/18, 6:55 AM Confirmed Purchase

There is a bug with this addon, it is not calculating the invoice. See the proof in the video: http://support.disposal-queen.ca/import-invoices-tax-bug.mp4


I have purchased the product and when I import the purchase invoices, it takes the statement of the customer invoices, I have written to the support and I have 2 weeks of waiting for an answer
by
Mario Matamoros
on 8/5/18, 8:29 AM Confirmed Purchase