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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.

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.
  • No special configuration required, install it, use it.
  • This module saves your important time.

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.

Version 13.0.1 | Released on : 26 May 2021

  • Initial Release.
  • Yes, we provide free support for 90 days.
Import Invoice from CSV File | Import Invoice From Excel file | Import Invoice from CSV/Excel file v13

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