Import Customer and Supplier Payment from Excel File

by
Odoo

23.03

v 13.0 Third Party 4
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Required Apps Invoicing (account)
Lines of code 144
Technical Name bi_import_customer_supplier_payment
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 12.0 v 9.0 v 10.0 v 11.0
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Required Apps Invoicing (account)
Lines of code 144
Technical Name bi_import_customer_supplier_payment
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 14.0 v 12.0 v 9.0 v 10.0 v 11.0

Import Customer/Supplier Payment details Odoo Apps

This Odoo apps helps to Import Customer/Supplier Payments from XLS file.
Import Odoo payment apps Quickly import bulk payments in one click using XLS file.
You can add different data in file while importing. i.e Partner,Payment Amount, Payment Journal, Payment Date, Memo.
You can import payment in Excel formated file for both customer and supplier.
Will have different warning which avoid the error on import time(You can see this below with details).

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 currency or company on payment, we will add without any cost

Features

Import Payment Data

Import customer and supplier payment.

XLS file Supported

You can import XLS file as per as your convenience.

Import Customer/Supplier Payment

Data File Sample.

Partner
- Customer/Supplier name for payment.
Payment Amount
-Amount of payment for customer/supplier payment.
Payment Journal
-Payment journal type for customer/supplier payment.
Payment Date
- Payment date for customer/supplier payment.
Memo
- Invoice payment receipt number for customer/supplier payment.

Import Payment Menu

Menu for importing data of Customer/Supplier Payment.

Option 1 : Import Draft Payment

User can import payment for both customer or supplier, for that user just have to select "Customer Payment" or "Supplier Payment" option, If user wants to import payment in draft state than user have to select "Import Draft Payment" option on import wizard.

User can see that imported draft payment in tree view.

User can also see all imported payment record in draft state from data file with custom fields.

Option 2 : Confirm Payment Automatically With Import

If user selects "Confirm Payment Automatically With Import" option to import payment then payment will automatically validated after import.

User can see that imported payment in posted state on tree view.

User can also see all imported payment record in posted state from data file with custom fields.

Option 3 : Import Posted Payment With Reconcile Invoice

Data File Sample.

If user wants to import posted payment with reconcile invoice option then user need to add invoice fields in data file as shown bellow image, if user importing payments with above two option then invoice field not required.

Invoice Number
- Invoice number for customer/supplier payment.

Here user can see validated invoice but payment for invoice is not paid.

If user selects "Import Posted Payment With Reconcile Invoice" option to import payment then user have to provide invoice number on data file and payment will imported to validated state and payment will paid for selected invoice.

User can see that imported payment in posted state on tree view.

User can also see all imported payment record in posted state from data file with custom fields.

User can also see that for selected invoice payment is paid.

Warning/Validation.

1. If you enter wrong customer/supplier then it will raise warning.

2. If you enter wrong journal then it will raise warning.

3. It will raise warning is invoice not found in system.

4. It will raise warning if invoice is paid.

5. It will raise warning if invoice is not in "Open" state.

Installation Guide

Before installing this module you have to install following packages in your system.

1.sudo pip install xlrd

2.sudo pip install xlwt

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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Free Support

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 sales@browseinfo.in or raise a ticket on support.

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
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by depending on it, importing it and using its resources), but without copying
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modules under the license of your choice, provided that this license is
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