Import Invoice With Payment from CSV File | Import Invoice With Payment From Excel file | Import Bill With Payment from CSV File | Import Bill With Payment From Excel file
by Softhealer Technologies https://www.softhealer.com$ 18.32
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 634 |
Technical Name |
sh_import_inv_with_payment |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 17.0 16.0 13.0 12.0 15.0 14.0 |
Import Invoice With Payment From CSV/Excel File
This module is useful to bulk import invoices with payment details from CSV/Excel file. You can import customer invoices as well vendor bills both with payment details. Additionally, we provide the option to choose an account, account number, payment type, auto post & auto payment for import invoices with payment. So you do not need to enter records manually.
Hot Features
Features
- Easy to import invoices/bills with payment from CSV or Excel file.
- Import product by name, barcode, internal reference.
- You can import invoice with partial payment & fully paid.
- We provide "Auto Post" and "auto Payment" option while importing.
- You can download the sample file format.
- Easy to import partner by Name, Reference, Id. New
Enable the "Import Invoice With Payment" group.
Click on the "Import Invoice With Payment" menu.
After that, this wizard will open enter details and apply it.
You can import invoice with the different payment method.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Imported data with list view.
following fields are imported.
About Fields
Column | invoice Model | Field Name | Description | Required |
---|---|---|---|---|
A | Invoices (account.move) | Name | You have to write a Name here. | Yes |
B | Invoices (account.move) | Customer | Define the Customer. | No |
C | Invoices (account.move) | Invoice Date | Define the Invoice Date. | Yes |
D | Invoices (account.move.line) | Account | Define the Account. | Yes |
E | Invoices (account.move.line) | Product | Define the Product. | No |
F | Invoices (account.move.line) | Label | You have to write a Label here. | Yes |
G | Invoices (account.move.line) | Quantity | You have to write a Quantity here. | No |
H | Invoices (account.move.line) | Unit of Measure | Take the same name as ERP in the "UOM". | No |
I | Invoices (account.move.line) | Price | You have to write a Price here. | No |
J | Invoices (account.move) | Taxes | Taxes are separated by comma(,). You have to provide tax here. | No |
K | Invoices (account.move) | Journal | Define the Journal. | Yes |
L | Invoices (account.move) | Total | You have to write a Total here. | No |
M | Invoices (account.move) | Date | Define the Date | No |
General Notes:
1)
Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.
2)
Don't change the sample sheet column sequence.
3)
Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then
please check this video.
Watch Video
Your CSV file format must match like below.
Your Excel/XLS file format must match like below.
v 15.0.3
Click on the "Import Invoice With Payment" menu.
Select customer by 'Reference' in import invoice wizard.
v 15.0.2
New fields payment no, salesperson, discount in CSV/XLS sheet.
Import invoice wizard with payment no field.
Payment no in payment list view.
Discount field added in invoice line.
Salesperson field in the invoice.
Version 15.0.3 | Released on : 11th August 2023
Version 15.0.2 | Released on : 15th February 2023
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, This app is not compatible with Odoo's Multi-Company/Multi-Website Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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