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importcsvinvoices
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Robin Dierckx

Hi there,

My company is sending hundreds of invoices a month. Clients are recurent, and on a monthly basis quantities and products are changing.

I explored the import button, managed to create a draft invoice with the following CSV (sorry for ugly formatting, i don't manage to get it right) :

account_id/id,company_id/id,currency_id/id, invoice_line_ids/account_id/id,invoice_line_ids/nameinvoice_line_ids/quantity,    invoice_line_ids/price_unit, journal_id/idpartner_id/idreference_type
__export__.account_account_156, base.main_companybase.EUR,__export__.account_account_156, Bonne Action10.69 __export__.account_journal_1, __export__.res_partner_136

none

However, I expected standard information such as taxes, invoice number, dates, payement terms, etc. would be filled in automatically (as when creating the invoice manually) but it doesn't. All those fields are empty in my draft invoice. It seems like I am not in the same workflow as when I am creating the invoice manually.

Is there a way to be in the same workflow so that odoo calculates taxes, dates, etc. automatically as it usually does ?

I am using Odoo 8 and I am new to Odoo.

Thanks !

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Ermin Trevisan

Sorry, this is unreadable. Please find another way to provide the information.

Robin Dierckx
Forfatter

I got a 403 error when trying to edit message above. Here is a better overview of the imported fields:

company_id/id base.main_company

currency_id/id base.EUR

invoice_line_ids/product_id/id __export__.product_product_2

invoice_line_ids/account_id/id __export__.account_account_156

invoice_line_ids/name Bonne Action

invoice_line_ids/quantity 1

invoice_line_ids/price_unit 0.69

partner_id/id __export__.res_partner_136

reference_type none

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Dilip Dabhi
Bedste svar

When you create invoice manually then conform and follow below steps :

  ->  Taxes and payment terms you have to set in related customer that you have selected in invoice.

  ->  Invoice date will be set automatically when you click on validate button, it will not set automatically in draft state (means at time of creation)

  ->  Invoice Number will be set automatically when you validate invoice, for invoice number if you want to see in detail can go in  Settings -> Accounting -> eInvoicing & Payment. In that you can see Next Invoice Number (for both supplier invoice and customer invoice).   and for more detail you can go in Settings - > Sequences & Identifiers -> Sequences.


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Robin Dierckx
Forfatter

Step 1 is true when creating the invoice manually, but not when creating the invoice with csv import. Am I not importing all necessary fields for the taxes and payment terms to be filled in automatically? Or am I doing something else wrong?

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Robin Dierckx
Forfatter Bedste svar

I got a 403 error when trying to edit message above. Here is a better overview of the imported fields:
 

company_id/idbase.main_company
currency_id/idbase.EUR
invoice_line_ids/product_id/id__export__.product_product_2
invoice_line_ids/account_id/id __export__.account_account_156
invoice_line_ids/nameBonne Action
invoice_line_ids/quantity1
invoice_line_ids/price_unit0.69
partner_id/id__export__.res_partner_136
reference_typenone

 

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Fabien Pinckaers (fp)
Bedste svar

Did you check the Subscription module of Odoo 9 Enterprise. It allows to manage contracts & plans and automate invoicing (as well as payments if you support credit cards).

In addition to automating billing and payments, it provides great dashboards for recurring business: mrr, churn, cltv, ...

We use this module to manage thousands of our customers with complex offers: monthly, yearly, multi-year, options, ability to switch plans, customer portal...

All you have to do is to import quantities to bill on each contract periodically.

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