Import Invoice with Payment details in Odoo

by
Odoo

$ 27.46

v 15.0 Third Party 44
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 1109
Technical Name import_invoice_with_payment
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 14.0 15.0 13.0 11.0 12.0 16.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 1109
Technical Name import_invoice_with_payment
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 14.0 15.0 13.0 11.0 12.0 16.0

Import Invoice with Payment Details 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 import bulk invoices with payment info with single click from xls or csv file, user have different options to import invoice with or without payments, import product with name, code, or barcode and accounts. When you get excel file from your supplier no need to enter them manually on odoo, you can easily import them as vendor bills on Odoo ERP using this odoo module.

Our Odoo apps helps you to import customer invoice and vendor bills both with payment details very easily from 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

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.

English Arabic French Spanish Dutch

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 Invoice with Partial Payment

Now user can import bulk invoce with patial payment option.

Partial Payment Option

User have option to import invoice with payment like Keep Open and Write-Off.

Easy to Download Sample File Format

You can easily downloaded sample file format.

Download CSV/XLS Sample File Format

You can download both csv and xls file format.

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.
Account
-Name of Chart Of Account
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 product.
SALESPERSON
-Name of salesperson.
TAX
-Tax for the product.
DATE
-Date of invoice.
JOURNAL
-Payment Journal for invoice payment.
AMOUNT
-Payment Amount for created payment for invoice.
PAYMENT DATE
-Payment Date for register payment created for invoice.

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 from xls or csv file.

Import Customer Invoice

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

User can see tree view of imported invoice from xls or csv file.

User can see imported invoices from CSV/XLS with "Import Draft Invoice" option in draft stage and invoice number is same as given in CSV/XLS file.

If user select "Validate Invoice Automatically With Import" option then imported invoices is in Open stage.

Import Vendor Bill

If user select "Use System Default Sequence Number" option then name field will follow the system sequence.

Import Customer Credit Note

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

Import Invoice with Partial Payment

If user select "Import Invoice with Payment" on Invoice Stage Option and "Keep Open" on Partial Payment then user can see imported invoice with payment entry in "Open" state.

If user select "Import Invoice with Payment" on Invoice Stage Option and "Write-Off" on Partial Payment then user can see invoice is fully paid and payment entry is created.

User can select the file format and download the sample file.

Warning/Validation.

It will generate error if you import wrong partner.

It will also generates errors when you import wrong value of Currency,Pricelist,UOM,Salesperson and Tax.


It will generate error if you import wrong file type.

It will generate error if date is not given in CSV/XLS file.

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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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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by
Shoukath Mohammed Khan
on 5/22/22, 3:44 AM Confirmed Purchase

Hi

Can we import customer and vendor payments for existing invoices and bills?

Regards,

Shoukath

Re:
by
BrowseInfo
on 5/23/22, 1:56 AM Author

Hello Sir,

No sir it only creates new invoice in draft posted and if it is posted then it can create payments for existing no.

Regards