$ 8.42
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
import_invoice
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 15.0 |
Introduction
Optimize your financial operations and achieve unparalleled efficiency with the Import Invoices with Payments module for Odoo. This indispensable tool is expertly crafted to solve the tedious and error-prone challenges of manual invoice and payment entry. By empowering you to bulk import customer invoices and vendor bills—along with their full or partial payment details—from a single Excel or CSV file, you can streamline your entire accounting cycle. This module is the ultimate solution for businesses migrating financial data, managing high volumes of transactions, or seeking to automate and simplify their invoicing and reconciliation processes.
Key Features
Import a wide range of documents: Customer Invoices, Vendor Bills, Credit Notes, and Refunds.
Simultaneously import invoices and their corresponding payment information in one go.
Supports both Excel (.xlsx) and CSV (.csv) file formats for maximum flexibility.
Multiple options to map products on invoice lines: by name, internal reference, or barcode.
Automatically validate or post invoices upon import to accelerate your workflow.
Intelligently handles partial payments with options to keep invoices open or write off the remainder.
Import crucial payment details like the payment journal, amount, and date.
Includes clear, easy-to-use sample files to ensure your data is perfectly formatted for a seamless import.
Benefits
Drastically reduces the time and manual effort required for data entry in Odoo Accounting.
Significantly improves the accuracy of your financial records by eliminating manual errors.
Accelerates the entire accounts receivable and accounts payable lifecycle.
Simplifies the process of migrating historical financial data from legacy systems.
Provides a complete and accurate view of your cash flow by keeping invoice statuses current.
Empowers accounting teams to manage large volumes of transactions with greater speed and precision.
Enhances overall financial control and reporting accuracy within your Odoo environment.
Compatibility & Technical Details
Required Modules: Invoicing (account).
License: OPL-1
Technical Name: import_invoice_with_payment
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.
Search for "Import Invoice with Payment from Excel/CSV file" and click 'Install'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.