Automatically generate invoices

Question

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/name invoice_line_ids/quantity ,    invoice_line_ids/price_unit,  journal_id/id partner_id/id reference_type

Dilip Dabhi · Answer

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.

Robin Dierckx · Answer

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

Fabien Pinckaers (fp) · Answer

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

Related Posts	Răspunsuri	Vizualizări
Import Invoices - Invoice Address? import invoices	2 oct. 23	3051
Disable automatic follow when importing res.partner csv import csv	3 iun. 20	3901
Enable/disable import rights? import csv	1 nov. 18	9385
'utf8' codec can't decode byte error when importing a list of products as a CSV file Rezolvat import csv	11 feb. 17	63666
Import contacts through CSV Rezolvat import csv	2 mar. 15	10818

Această întrebare a fost marcată

Enjoying the discussion? Don't just read, join in!

account_id/id,	company_id/id,	currency_id/id,	invoice_line_ids/account_id/id,	invoice_line_ids/name	invoice_line_ids/quantity	, invoice_line_ids/price_unit,	journal_id/id	partner_id/id	reference_type
__export__.account_account_156	, base.main_company	base.EUR,	__export__.account_account_156,	Bonne Action	1	0.69	__export__.account_journal_1	, __export__.res_partner_136	none

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