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accountinginvoiceimportrefundserrorscreditnotes
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Lutz

PROBLEM IN SHORT: 

When i try to import Excel files which incl. fields "invoice_line_ids/is_refund" or "invoice_line_ids/move_type" i get Error Import preview failed due to: 'model_name' 


More COMPLETE:

I use odoo 18 online in germany.

I want to import lists with invoices (invoice lines). A way like in the video at the End of my posting seems to work for me. I have tried import successfully.


But my lists also include refunds (reversed invoices or credit notes ).


To find out, how credit notes are marked in the database, i made a credit note from an invoice on the GUI and exported it with a lot of possible invoice_line_ids fields. I found the fields "invoice_line_ids/is_refund" (values are boolean) and "invoice_line_ids/move_type" (values are 'out_refund' or 'out_invoice') deal with refunds.

 

But when i try to import excel tables which have one of these fields included i get an Error:

Import preview failed due to: 'model_name'


To find the reason i also reduced my export only to 1 field "invoice_line_ids/move_type" (with the import hug set). When i try to reimport these unchanged export Excel file i get the same error!


What is wrong with this?

Or how can i import credit notes / refunds?


Here the Video from Cybrosys Technologies, how to import invoices in bulk :


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Lutz
Author Best Answer

After days of trying and searching for a solution, i found it as answer to an other question here: https://www.odoo.com/de_DE/forum/hilfe-1/set-move-type-on-import-account-moves-222403

The solution is simple: Split the file into invoices and credit notes

Import the invoices in the menue customers / invoices
Import the credit note in the menue customer / credit notes

So there is no special field necessary, to say odoo that this is a credit note.

I was simply blind. all the time I have not seen, that there is a seperated menue available for credit notes. I all the time thought credit notes are reversed invoices, so i have tried to import them in the invoice menue, which not worked.

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