Import hundreds of payments in one run

Upload a CSV or Excel file of customer invoice and vendor bill payments, validate every row, preview the result, and post them all at once — with a full import history for every run.

The problem

Registering payments one invoice at a time is slow, repetitive, and error-prone. At month-end close, during a legacy-system migration, or when a customer settles dozens of invoices in one transfer, accounting teams lose hours to manual entry — and every manual row is a chance for a typo or a missed reconciliation.

The solution

Upload a CSV or XLSX file listing your invoice payments and let the wizard do the rest. Every row is validated and shown in a preview before anything is created, so mistakes are caught before they reach the ledger. Confirm once and the wizard creates, posts, and reconciles a payment per row — then logs the whole run for later reference.

Capabilities

Everything you need to clear a batch of payments

Every capability below is implemented in the module.

01

Batch Import, Customer & Supplier

Register payments for many customer invoices and vendor bills in a single run — receivables and payables from one wizard.

02

CSV & XLSX Support

Upload a comma-separated or Excel (.xlsx) file — zero command-line setup, nothing extra to install.

03

Guaranteed-Valid Template

Download a ready-to-fill template straight from the import screen so your file starts in the right format.

04

Row-Level Validation

Every row is checked before anything is created; each failure shows exactly what is wrong — a bad date, an unknown invoice, a missing partner.

05

Pre-Import Preview

See the matched invoice, partner, amount, and status for every row and confirm before anything touches the ledger.

06

Fix Rows Inline

Correct an amount, date, journal, or memo directly in the preview grid before you commit the import.

07

Post or Keep as Draft

Post and reconcile payments immediately, or create them as drafts so a reviewer can check them first.

08

Import Valid Rows or Abort

Choose to import the valid rows and report the failures, or abort the whole file if any row is invalid.

09

Persistent Import History

Every run is logged with per-row results and links to the payments created, ready for month-end audit.

Workflow

How it works

1

Download the Template

Grab the ready-made CSV or XLSX template from the import screen and list your invoices, amounts, and dates.

2

Upload & Validate

Upload the file and set the date format and default journal; every row is validated on the spot.

3

Review the Preview

Check every row: valid rows are ready to go, invalid rows show a plain-language reason to fix.

4

Import & Track

Create the payments and open the persistent import history for a full audit trail of the run.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

CSV and Excel (.xlsx) files. A downloadable template is available for both formats directly from the import screen. Legacy.xls files are not supported — re-save them as.xlsx or CSV before importing.

Get the app

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 Multiple Invoice Payment

Bulk customer and supplier payment registration from CSV or XLSX, with a guaranteed-valid template, row-level validation, a pre-import preview, inline fixes, post-or-draft control and a persistent import history.

Buy on Odoo App Store