SUPPORT APPS
Skip to Content

Invoices Import from Excel

by

$ 27.51

17.0 0
Live Preview
Required Apps • Invoicing (account)
• Discuss (mail)
Technical Name odoo_invoice_import
License OPL-1
You bought this module and need support ? Click here!
Technical Name odoo_invoice_import
License OPL-1

Introduction

The Invoices Import from Excel module allows businesses to easily import invoices, vendor bills, credit notes, and debit notes directly into Odoo from Excel files. It is designed to save time, minimize manual data entry, and reduce errors, ensuring smooth and efficient accounting processes. With a user-friendly wizard and ready-to-use templates, financial teams can manage invoice data quickly and accurately.

Key Features

  • Import customer invoices, vendor bills, credit notes, and debit notes from Excel.

  • Wizard interface with options to select document type and invoice stage (draft or auto-validate).

  • Product identification supported by name, code, or barcode.

  • Import key fields such as invoice ID, partner, invoice date, product, description, quantity, unit price, discount, tax, analytic account, analytic tags, and notes.

  • Comes with a sample Excel template for easy setup and quick use.

  • Requires the xlwt Python library for full functionality.

Benefits

  • Save time by importing multiple invoices and bills in bulk.

  • Improve accuracy with structured templates and precise field mapping.

  • Accelerate accounting operations with automated invoice validation.

  • Flexible product matching ensures clean and reliable data entry.

  • Reduce manual effort, allowing teams to focus on core financial tasks.

Compatibility & Technical Details

  • Required Modules: Invoicing (account), Discuss (mail).

  • Technical Name: odoo_invoice_import

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Installation Steps:

    1. Install the required modules (Invoicing, Discuss).

    2. Ensure the xlwt Python library is installed.

    3. Use the sample Excel template provided with the module.

    4. Launch the import wizard, select document type and stage, map fields, and complete the import.

Import Invoices from Excel in Odoo

Import Customer Invoice, Vendor Bill, Credit Note, Debit Note from Excel

This app will allow you to import Invoices / Vendor Bills / Debit-Credit Notes from excel into Odoo.

Main Features:

  • This module will allow you to import Customer Invoices from excel.
  • This module will allow you to import Vendor Bill from excel.
  • This module will allow you to import Credit Note from excel.
  • This module will allow you to import Debit Note from excel.
  • Make sure you have xlwt Python libarary installed.
  • Sample Excel is available inside sample folder in module.
  • For more details please see below screenshots and video.

    • Wizard Filter

  • Filters:
      Type
      • Customer Invoice ==> If Selecting Customer Invoice Option you will be Importing Customer Invoices.
      • Vendor Bill ==> If Selecting Vendor Bill Option you will be Importing Vendor Bill.
      • Credit Note ==> If Selecting Credit Note Option you will be Importing Credit Note.
      • Debit Note ==> If Selecting Debit Note Option you will be Importing Debit Note.
      Invoice Stage Option
      • Draft Invoice ==> If Selecting Import Draft Invoice with Invoice Stage Option Importing Invoices in Draft State.
      • Validate Invoice ==> If Selecting Validate Invoice Automatically with with Invoice Stage Option Importing and Validating Invoices automatically.
      Import Product By
      • Name ==> If Selecting Import Product By Name than Search Product with Name.
      • Code ==> If Selecting Import Product By Code than Search Product with Code.
      • Barcode ==> If Selecting Import Product By Barcode than Search Product with Barcode.

    • Following fields can be Import From Excel Column.

    • INVOICE_ID : Invoice Id
    • PARTNER : Partner/Customer/Vendor Name
    • INVOICE DATE : Date of Invoice or Bill
    • PRODUCT : Product Name or Code or Barcode
    • DESCRIPTION : Description of Product
    • QUANTITY : Quantity
    • UNIT PRICE : Price Unit of Product
    • DISCOUNT : Discount
    • TAX : Multiple Tax are Seperated by Comma
    • ANALYTIC ACCOUNT : Analytic Account
    • ANALYTIC TAGS : Multiple Analytic Tags are Seperated by Comma.
    • NOTES : Comment

    Edition Compatibility:


    Enterprise Odoo.sh Community

    Import Invoices Menu

    Wizard for Import Invoices from Excel

    Imported Customer Invoices

    Wizard Option for Import Vendor Bill from Excel

    Imported Vendor Bills

    Wizard Option for Import Credit Note from Excel

    Imported Credit Notes

    Wizard Option for Import Debit Note / Refund from Excel

    Imported Debit Notes

    Sample Excel File for Import Customer Invoice

    Sample Excel File for Import Vendor Bill

    Sample Excel File for Import Product With Code

    Sample Excel File for Import Product With Barcode

    Contact / Support
    Introducing Probuse Consulting Services Pvt. Ltd.

    If you need any help or want more additional features, you may contact us through:
    Email: [email protected]
    Website: www.probuse.com
    Skype: mustufa_probuse

    Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

    Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

    Our Services

    • Odoo Implementation

    • Odoo Support

    • Odoo Customization

    • Odoo Migration

    • Odoo Training 

    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.