| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1120 |
| Technical Name |
import_invoice_with_payment |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 11.0 13.0 14.0 15.0 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.
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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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.
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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