1.) Import Invoices by Product Name

Invoice data can be uploaded by matching products using their names, making spreadsheet preparation simple for users who already maintain product labels in their accounting files.

2.) Import Invoices by Product Code

Using internal product codes allows highly accurate invoice line matching during import. It supports businesses that manage inventory and accounting records through SKU-based product identification.

3.) Import Invoices by Product Barcode

Barcode-based import provides an efficient way to process invoices when products are identified through barcode systems. It helps maintain consistency in environments where barcode references are part of daily operations.

4.) Import Invoices Menu

The invoice import option is available inside the reporting section of the invoicing module, allowing accounting users to access the feature directly within their regular workflow.

Navigation : Invoices → Reporting

5.) Wizard for Importing Customer Invoices

A dedicated import wizard guides users through file selection, import configuration, and execution. It simplifies bulk invoice creation while reducing the possibility of formatting mistakes.

6.) Customer Invoice Import Through Excel File

Customer invoices can be generated in bulk from Excel files, helping finance teams process multiple records quickly without manual entry.

7.) Missing Products in Customer Invoices

When imported invoice lines contain products that are not yet available in Odoo, the system highlights them clearly so corrections can be made before completing the import.

8.) Wizard for Importing Vendor Bills

Vendor bill imports are handled through a structured wizard that helps users upload supplier billing data accurately and efficiently

9.) Vendor Bill Import Through Excel File

Supplier bills can be imported directly from Excel into the bills section, reducing repetitive accounting work for purchase-related transactions.

Navigation : Invoice → Vendors → Bills

10.) Missing Products in Vendor Bills

Missing product references are identified during vendor bill import, helping users maintain clean purchasing records and avoid incomplete entries.

11.) Wizard for Importing Credit Notes

Credit note imports are managed through an easy-to-follow wizard that supports file upload and structured validation before record creation.

12.) Credit Note Import Through Excel File

Bulk credit notes can be added through Excel files, making return adjustments and customer corrections easier to manage.

Navigation : Invoicing → Customers → Credit Notes

13.) Missing Products in Credit Notes

Any unavailable product references are listed before import completion, allowing users to correct product data without affecting accounting accuracy.

14.) Wizard for Importing Debit Notes

The debit note import wizard provides a guided process for uploading refund-related accounting documents.

15.) Debit Note Import Through Excel File

Debit notes can be imported from Excel into vendor refund records, helping businesses process supplier adjustments more efficiently.

Navigation : Invoicing → Vendors → Refunds

16.) Missing Products in Debit Notes

Unavailable product entries are identified during debit note import, ensuring that all records remain complete before validation.