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Import Invoice With Payment From CSV/Excel File

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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

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Import Invoice/Bill With Payment
Import From CSV
Import From XLS/Excel
Auto Payment
Auto Post
Download Sample Sheet

Features

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  • 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 16.0.3

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Click on the "Import Invoice With Payment" menu.


Select customer by 'Reference' in import invoice wizard.


v 16.0.2

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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 17.0.1 | Released on : 12th December 2023

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas).
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
Import Invoice from CSV File | Import Invoice From Excel file | Import Invoice from CSV/Excel file v17

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