Import Invoice from Excel or CSV Fileby BrowseInfo https://www.browseinfo.in
Inventory Management (stock)
• Sales Management (sale_management)
• Invoicing Management (account_invoicing)
|License||See License tab|
|Also available in version||v 9.0 v 10.0 v 8.0 v 12.0 v 13.0|
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 firstname.lastname@example.org
e.,g If you want to add Analytic accounts and analytic tags details or discount on invoice, we will add without any cost
Easy to importEasily import multiple customer and supplier invoice(vendor bills).
Import Multiple Invoice LinesAdd multiple invoice lines as row on data file.
Add Different DataAdd Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.
Import Different CurrencyAdd different currency of invoices in single import.
Sequence OptionImport invoices number using with XLS/CSV or with default sequence.
Different WarningEasy Warning when import fail due to wrong data.
Import Bulk InvoicesQuickly import bulk invoices in one go using Excel or CSV File.
Add Bulk AccountAdd bulk account in one go using Excel or CSV file.
Import Order with DateImport Date which you have in your Database instead of default that Odoo provides
Invoice Stage OptionsImport invoices as a "Draft" or "Validate".
Import Product OptionImport products by it's Name/ Barcode or Code(Internal Reference).
CSV/XLS file SupportedYou 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.
- - Vendor/Customer name for the invoice order.
- - Currency for the invoice.
- - Product name for the invoice order.
- - Quantity for the above product.
- - UOM for the above product.
- - Description for the product
- - Price for the above product.
- -Discount for invoice product.
- -Name of salesperson
- -Tax for the product
- -Date of invoice
- -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).
You will get 90 Days free support incase any bugs or issue (Except data recovery).
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 email@example.com or raise a ticket on support.
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Their support gave us a quick response to fix the issue
We initially have an error and after talking to their support they fixed it and we could import the invoices with no problem.