Invoices Report ZIP Export with Password Protection
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 15.05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 462 |
| Technical Name |
invoicing_report_zip_secure |
| License | LGPL-3 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Exporting Invoices with ZIP Password Protection
This functionality allows you to seamlessly export and download multiple QWeb reports into a single, password-protected ZIP file. Whether you need to compile documents such as Invoices (Customer Invoices, Vendor Bills, Customer Credit Notes, Vendor Credit Notes, Payments), this feature simplifies the process. It efficiently gathers all the QWeb-generated documents you require into one secure, compressed file for easy access and storage.
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FAQs - Allows you to export multiple documents, including Customer Invoices, Vendor Bills, Credit Notes, and Payments, in one go.
- Offers an option to create a password-protected ZIP file, ensuring that sensitive financial data is securely stored and only accessible to authorized users.
- Compiles all selected QWeb-generated reports into a single compressed file for easy organization and storage.
- Provides the ability to create either password-protected or unprotected ZIP files based on your needs.
- The process is initiated through a simple and intuitive wizard, guiding you through the steps to select records, apply filters, and set password protection if desired.
- Collect The feature helps safeguard your financial documents by preventing unauthorized access, adding an extra layer of security to your data management practices.
- Integrates smoothly with existing Odoo workflows, allowing you to manage and export invoices without interrupting your regular business processes.
1. To Configuration Invoices follow below steps .
- Go to "Settings."
- Navigate to the "User" section.
- Scroll down until you see a new field labeled " Export Invoice".
- Activate or enable this field.
- After enabling, refresh the page.
- Once enabled, a button will be visible in Customers Invoices tree view, as well as within the server actions for Invoices.
2. Enabling the Wizard Button in Invoices Views
- Go to "Invoicing" module.
- Navigate to the "Customers" section.
- Select "Invoices" in the drop-down menu of Customers
- The "Export Invoices" button becomes visible when you select records in the Invoices tree view.
- The same functionality is accessible via server actions in the Invoices menu.
3. Exporting Invoices as ZIP Files with Optional Password Protection
- Select records in the Invoices tree view.
- Click the "Export Invoices" button.
- A wizard will open, displaying the selected records.
- In the wizard, you will find the "Export Customer Invoice Zip" button.
- Options to enter a ZIP password will be available.
- You can create a password-protected or unprotected ZIP file:
- To create a password-protected ZIP: Enter a password in the ZIP Password fields.
- To create an unprotected ZIP: Leave the ZIP Password fields empty.
- Fill in the ZIP Password fields as needed during the export process for the Sale Order ZIP.
4. Generating and Extracting Password-Protected Invoices ZIP Files
- Click the "Export Customer Invoice Zip" button.
- Enter a ZIP password to create a password-protected Invoices ZIP file.
- Refer to the image for a visual representation.
- When you extract the ZIP file, you will need to enter the ZIP password to open it
** Viewing Password-Protected Invoices PDF **
- When you unzip the file, you will need to enter the ZIP password.
- This will allow you to open and view the Invoices PDF.
5. To Configuration Customers Credit Notes and Vendors Refunds(Credit Notes) follow below steps.
- Go to "Settings."
- Navigate to the "User" section.
- Scroll down until you see a new field labeled " Export Customer Credit Notes" & "Export Vendor Credit Notes".
- Activate or enable this field.
- After enabling, refresh the page.
- Once enabled, a button will be visible in both Customers Credit Notes and Vendors Refunds(Credit Notes) tree view.
- The button will also be available in the Customers Credit Notes and Vendors Refunds server actions.
6. Enabling the Wizard Button in Customers Credit Notes and Vendors Credit Notes Views
- Go to "Invoicing" module.
- Navigate to the "Customers" section.
- Select "Credit Notes" in the drop-down menu of Customers
- Once enabled:
- An "Export Customers Credit Notes" button will appear when you select records in the Customers Credit Notes tree view.
- This functionality is also accessible via server actions in the Credit Notes menu.
- Similarly:
- Navigate to the "Vendors" section.
- Select "Refunds(Credit Notes)" in the drop-down menu of Vendors
- An "Export Vendors Credit Notes" button will appear when you select records in the Vendors Refunds (Credit Notes) tree view.
- This functionality can also be accessed through server actions in the Refunds menu.
- Refer to the image for a visual representation.
7. Exporting Customers Credit Notes and Vendors Refunds(Credit Notes) Filter Applied with Optional ZIP Password Protection
- For Customer Credit Notes:
- Select records in the Credit Notes tree view.
- Click the "Export Customer Credit Notes" button.
- A wizard will open, displaying the selected records.
- In this wizard, you will find the "Export Customer Credit Note Zip" button.
- Options to enter a ZIP password will be available.
- You can create either a password-protected or unprotected ZIP file:
- For a password-protected ZIP: Enter a password in the ZIP Password fields.
- For an unprotected ZIP: Leave the ZIP Password fields empty.
- Fill in or leave the ZIP Password fields empty as needed during the export process for the Customer Credit Notes ZIP.
- Similarly For Vendor Credit Notes:
- Select records in the Vendors Refunds (Credit Note) tree view.
- Click the "Export Vendors Credit Notes" button.
- A wizard will open, displaying the selected records.
- In this wizard, you will find the "Export Vendor Credit Note Zip" button.
- Options to enter a ZIP password will be available.
- You can create either a password-protected or unprotected ZIP file:
- For a password-protected ZIP: Enter a password in the ZIP Password fields.
- For an unprotected ZIP: Leave the ZIP Password fields empty.
- Fill in or leave the ZIP Password fields empty as needed during the export process for the Vendor Credit Notes ZIP.
8. Generating and Extracting Password-Protected Customers Credit Notes and Vendors Credit Notes ZIP Files
- For Customer Credit Notes:
- Click the "Export Customer Credit Notes Zip" button.
- Enter a ZIP password to generate a password-protected ZIP file.
- Refer to the image for a visual representation.
- When you extract the file, you will need to enter the ZIP password to open
- Similarly For Vendor Credit Notes:
- Click the "Export Vendor Credit Notes Zip" button.
- Enter a ZIP password to generate a password-protected ZIP file.
- Refer to the image for a visual representation.
- When you extract the file, you will need to enter the ZIP password to open it.
9. Accessing Password-Protected ZIP Files for Credit Notes Documents
- For Customer Credit Notes:
- When you unzip the Customer Credit Notes ZIP file, you will need to enter the ZIP password.
- This will allow you to open and view the Customers Credit Notes PDF.
- Similarly For Vendor Credit Notes:
- When you unzip the Vendors Credit Notes ZIP file, you will be prompted to enter the ZIP password.
- This will allow you to open and view the Vendors Credit Notes PDF.
10. To Configuration Payments follow below steps.
- Go to "Settings."
- Navigate to the "User" section.
- Scroll down until you see a new field labeled " Export Payment".
- Activate or enable this field.
- After enabling, refresh the page.
- Once enabled, a button will be visible in Customers Payments and in the Vendors Payments tree view.
- The button will also be available in the Customers Payments and in the Vendors Payments server actions.
11. Enabling the Wizard Button in Customers Payments Views
- Go to "Invoicing" module.
- Navigate to the "Customers" or "Vendors" section.
- Select "Payments" in the drop-down menu of Customers or Vendors
- Once enabled:
- An "Export Payment" button will appear when you select records in the Customers Payments or in the Vendors Payments tree view.
- This functionality is also accessible via server actions in the Customers Payments and Vendors Payments menu.
12. Exporting Customers Payments and Vendors Payments Filter Applied with Optional ZIP Password Protection
- Select records in the Customers Payments or in the Vendors Payments tree view.
- Click the "Export Payments" button.
- A wizard will open, displaying the selected records.
- In this wizard, you will find the "Export Payment Zip" button.
- Options to enter a ZIP password will be available.
- You can create either a password-protected or unprotected ZIP file:
- For a password-protected ZIP: Enter a password in the ZIP Password fields.
- For an unprotected ZIP: Leave the ZIP Password fields empty.
- Fill in or leave the ZIP Password fields empty as needed during the export process for the Customers Payment ZIP.
13. Generating and Extracting Password-Protected Payments
- Click the "Export Payment Zip" button.
- Enter a ZIP password to generate a password-protected ZIP file.
- Refer to the image for a visual representation.
- When you extract the file, you will need to enter the ZIP password to open it.
** Accessing Password-Protected ZIP Files for Customers Payments Documents**
-
When you unzip the Customers Payments ZIP file:
- You will need to enter the ZIP password to open it.
- This will allow you to view the Customers Payments PDF.
14. To Configuration Vendors Bills follow below steps.
- Go to "Settings."
- Navigate to the "User" section.
- Scroll down until you see a new field labeled "Export Vendor Bill".
- Activate or enable this field.
- After enabling, refresh the page.
- Once enabled, a button will be visible in Vendor Bills tree view.
- The button will also be available in the Vendor Bills server actions.
15. Enabling the Wizard Button in Vendor Bills Views
-
Once enabled:
- An "Export Vendor Bill" button will appear when you select records in the Vendor Bills tree view.
- This functionality is also accessible via server actions in the Vendor Bills menu.
16. Exporting Vendor Bills as ZIP Files with Optional Password Protection
- Select records in the Vendor Bills tree view.
- Click the "Export Vendor Bill" button.
- A wizard will open, displaying the selected records.
- In this wizard, you will find the "Export Vendor Bill Zip" button.
- Options to enter a ZIP password will be available.
- You can create either a password-protected or unprotected ZIP file:
- For a password-protected ZIP: Enter a password in the ZIP Password fields.
- For an unprotected ZIP: Leave the ZIP Password fields empty.
- Fill in or leave the ZIP Password fields empty as needed during the export process for the Vendor Bill ZIP.
17. Generating and Extracting Password-Protected Vendor Bill ZIP Files
- Click the "Export Vendor Bill Zip" button.
- Enter a ZIP password to generate a password-protected Vendor Bill ZIP file.
- Refer to the image for a visual representation.
- When you extract the file, you will need to enter the ZIP password to open it.
** Viewing Password-Protected Vendor Bills PDF **
-
When you unzip the file:
- You will need to enter the ZIP password.
- This will allow you to open and view the Vendor Bills PDF.
- We are provide 90 days bug free support related to our module.
- The support team is availbale from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create ticket send email to support@techultra.in.
This feature is designed to securely compile and store multiple invoices and related financial documents in a single compressed file. The password protection ensures that only authorized users can access the sensitive information within the ZIP file.
You can include various QWeb reports such as Customer Invoices, Vendor Bills, Customer Credit Notes, Vendor Credit Notes, and Payments.
When exporting documents, youâll be prompted to enter a password in the export wizard. If you enter a password, the ZIP file will be protected; if you leave the field blank, the file will be created without password protection.
Yes, you can select multiple types of documents, including invoices and credit notes, and export them together in a single ZIP file.
No, password protection is optional. If you prefer to create an unprotected ZIP file, simply leave the password field blank during the export process.
If you forget the password, you will not be able to access the contents of the ZIP file. It's recommended to store the password securely.
Yes, you can export documents with or without applying filters, depending on your selection in the tree view.
Before exporting, use filters and selection options to choose the specific documents you want to include in the ZIP file.
The feature supports bulk exporting, but the exact limit may depend on your systemâs performance and Odooâs configuration settings.
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