Import Customer and Supplier Payment from Excel File
by BrowseInfo https://www.browseinfo.com/demo-request?app=bi_import_customer_supplier_payment&version=18&edition=Community$ 10.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 159 |
| Technical Name |
bi_import_customer_supplier_payment |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 18.0 13.0 14.0 15.0 12.0 17.0 16.0 11.0 9.0 10.0 |
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
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that 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 download sample file to import customer/supplier payment by clicking "CSV FILE or EXCEL FILE" button on 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 download sample file to import customer/supplier payment by clicking "CSV FILE or EXCEL FILE" button on wizard.
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 download sample file to import customer/supplier payment by clicking "CSV FILE or EXCEL FILE" button on wizard.
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 ticket@browseinfo.in or raise a ticket on support.
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