Import Invoice With Payment From CSV/Excel File

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  • About Module


    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


    • 1) Easy to import invoices/bills with payment from CSV or Excel file.
    • 2) Import product by name, barcode, internal reference.
    • 3) You can import invoice with partial payment & fully paid.
    • 4) We provide "Auto Post" and "auto Payment" option while importing.
    • 5) You can download the sample file format.
    • 6) No special configuration required, install it, use it.
    • 7) This module saves your important time.

    Versions


    • v15.0
    • v14.0
    • v13.0
    • v12.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_import_inv_with_payment’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_import_inv_with_payment’.

    7) Click on ‘Install’ to install it.

    Workflow


    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.









    Your CSV file format must match like below.

    Your Excel/XLS file format must match like below.