Batch-import invoices, bills and payments without the cleanup
One unified Excel/CSV importer for customer invoices, vendor bills, credit notes, debit notes and payments — with guided column mapping and a full dry-run preview before a single document is created.
The problem
Loading historical invoices, bills and payments from spreadsheets means matching every row to the right partner, product, tax and account by hand. Odoo's native import demands exact field names and external IDs, and most import apps only cover a single document type — so mismatches surface only after records already exist, leaving hours of manual cleanup.
The solution
One import screen handles customer invoices, vendor bills, credit notes, debit notes and payments from CSV or Excel. Every row is matched and validated first, staged for review with per-row status — you see exactly what will be created, fix what is wrong, and only then commit.
Everything a migration needs
Every capability below is implemented in the module.
One Tool, Every Document Type
Import customer invoices, vendor bills, credit notes, debit notes and payments from a single screen and file format.
Guided Column Mapping
Column headers are auto-suggested to the right field, with a sample value shown per column so mapping is never a guessing game.
Dry-Run Preview Before You Commit
Every row is scored matched, warning, error or skipped before any document is created, so surprises never make it past the preview.
Flexible Partner and Product Matching
Match partners by name or reference and products by name, reference or barcode, with optional auto-creation of missing records.
Product or GL-Account Lines
Post lines against a product master or code them straight to a chart-of-accounts account — choose the strategy per import.
Invoice-Number Control
Keep the invoice numbers from your source file or assign an Odoo sequence, with duplicates handled by skipping, renumbering, or linking to the existing document.
Combined Invoice and Payment Import
Register a payment alongside its invoice or bill in the same pass, so imported documents reflect true outstanding balances immediately.
Draft or Posted on Arrival
Land every imported document as a draft for review, or post it immediately — your choice per import run.
Row-Level Errors and Re-Queue
Failures point to the exact spreadsheet row and reason. Fix the source file and re-run only the rows that failed.
How it works
Upload and Map
Pick the document type, upload a CSV or Excel file, and confirm the auto-suggested column mapping.
Set Options
Choose numbering, duplicate handling, target status, line strategy and auto-create rules for partners and products.
Preview and Fix
Review every row's match status and resolve warnings or errors before anything is created.
Import
Commit the matched rows as draft or posted documents, then re-queue only the rows that failed.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Customer invoices, vendor bills, customer and vendor credit notes, debit notes, and standalone customer or vendor payments, all from CSV or Excel (.xlsx) files.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Import Invoices, Bills & Payments
One Excel/CSV importer for customer invoices, vendor bills, credit notes, debit notes and payments — with guided column mapping and a full dry-run preview.
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