What is the customer invoice in Odoo 18?
A customer invoice is a document that records the details of a sale made to a customer and serves as a request for payment. It is used to track the amounts customers owe for products or services the business provides.
Importing customer invoices in Odoo 18
To import an invoice, first, there should be a template to import the customer invoice details. To get the template to import the data, select one of the invoices in Odoo and export it first. Move to the Accounting application, then open the invoices from the Customers menu, and select the Invoices sub-menu. Then, all the invoices will be listed.
Select one of the invoices from the list and click the action button as marked in the screenshot above. In this action button, there will be an Export option.
On clicking the Export button, a popup window emerges with two sections: the right side shows all available fields, while the left side reveals the fields to export. We can add more fields to the export area by clicking the plus symbol next to the available fields. There is an option to build a new template so that if we need to export the data multiple times, we can utilize the existing template. Add all of the fields necessary for exporting invoices for customers to the field to export section.
The fields selected for exporting the products are Number, Partner, Invoice/Bill Date, Journal, Payment Terms, Invoice line/Product, Invoice line/Quantity, Invoice line/Unit of Measure, Invoice line/Unit Price, Invoice line/Taxes, Sales Team, Incoterm, Invoice line/Account, Currency.
* Number: This relates to the invoice's unique number.
* Partner: Refers to the customer who receives goods or services and is responsible for paying the invoice.
* Invoice/Bill Date: This refers to the date when the invoice is issued or created.
* Journal: This is the accounting book for which the invoice entries are posted in this journal.
* Payment Terms: Refers to the conditions that define when and how the payment for the invoice is due.
* Invoice line/Product: Refers to the specific products or services that are being invoiced in each line of an invoice.
* Invoice line/Quantity: Refers to the number of units of a specific product or service that is being invoiced in each line of an invoice.
* Invoice line/Unit of Measure: Refers to the unit used to measure and quantity the product or service being invoiced.
* Invoice line/Unit Price: Refers to the price per unit of the product or service being invoiced in a particular invoice line.
* Invoice line/Taxes: Refers to the taxes that are applied to a specific product or service within an invoice line.
* Sales Team: Describes to the specific team or group of salespeople responsible for handling a particular sale
* Incoterm: This refers to the International Commercial Terms that define the responsibilities of the buyer and seller in an international transaction.
* Invoice line/Account: Corresponds to the accounts to which the revenue or expense related to a particular product or service is recorded.
* Currency: Refers to the currency used for a particular transaction.
Once the fields needed in an invoice are added to the template, you can save the template and use it in the future. When the template is saved, select the export format. Odoo 18 provides mainly two export formats: XLSX and CSV. Select one of the formats and click the Export button. Then a file with all the details of the invoice will be downloaded to your system.
The data in the above screenshots are taken by exporting one of the invoices. Then this sheet can be used to add the details of the invoice that is to be imported. Then click the action button on the invoices page, and then there will be an option ‘Import records’.
When the import records button is clicked, there will be the option to upload the data file. Then select the file that contains the details of the new invoice or the file that needs to be imported and then click the Test button. If all the data in the file and the selected fields are correct, Odoo provides an ‘Everything seems valid’ message. Then click the import button to import this data to Odoo.
Once the invoice is imported, Odoo gives a message that says the record was successfully imported, and it will show in the list of the invoice.
Once this invoice is opened, the data in the sheet will be added to this invoice, and this invoice will be in draft state. 
In the form view, it is visible that all the data, like the payment terms, journals, accounts, incoterms, sales teams, etc are also successfully imported to the invoice.
Importing Vendor Bill in Odoo 18
When importing a vendor bill, there should be a template to import the data. Similarly to importing the customer invoice, you can import a vendor bill. A template can be obtained by exporting one of the bills in Odoo 18.
Under the Vendors menu in the Accounting application, there will be a Vendor bill sub-menu. On clicking this, all the bills that are already created will be listed. Select one of the bill and from the action button, choose the Export button.
When the export button is clicked, we can select the fields to import. The fields that are essential in a vendor bill are Number, Partner, Invoice/Bill Date, Payment Term, Invoice line/Product, Invoice line/Quantity, Invoice line/units of Measure, Invoice line/Unit price, Invoice line/taxes, Fiscal Position, Incoterm, Invoice line/Account, Currency.
* Number: This relates to the bill's unique number.
* Partner: This refers to the vendor who keeps a relationship with the company.
* Invoice/Bill Date: The date when the bill is issued or created.
* Payment Term: Refers to the conditions that define when and how the payment for the bill is due.
* Invoice line/Product: The specific products or services that are being billed in each line of a vendor bill.
* Invoice line/Quantity: The number of units of a specific product or service that is being billed in each line of a vendor bill.
* Invoice line/units of Measure: The unit used to measure and quantify the product or service being billed.
* Invoice line/Unit price: The price per unit of the product or service being invoiced in a particular invoice line.
* Invoice line/taxes: Taxes that are applied to a specific product or service within a vendor bill.
Then click the export button, and a sheet with all the details included in the template will be downloaded. Edit the sheet and add details of the vendor bill that you need to import to the sheet.
The data shown in the screenshot are the details of the new vendor bill. Once the details are added, save the sheet and move to the list view of the vendor bills. Then click the action button on that page to choose the import option. After choosing the import records option, click the upload data file button and select the sheet that contains the details of the invoice.
If all the data in the file and the selected fields are correct, Odoo provides an ‘Everything seems valid’ message. Then, click the import button to import this data to Odoo.
Once the invoice is imported, Odoo gives a message that says the record was successfully imported, and it will show in the list of the invoice.
If all the data in the file and the selected fields are correct, Odoo provides an ‘Everything seems valid’ message. Then, click the import button to import this data to Odoo.
Once the invoice is imported, Odoo gives a message that says the record was successfully imported, and it will show in the list of the invoice.
All the data included in the sheet is added to the vendor bill successfully. This importing feature in Odoo 18 helps businesses to import bulk data quickly without errors and mistakes.
To read more about How to Import Customer Invoices & Vendor Bills in Odoo 17, refer to our blog How to Import Customer Invoices & Vendor Bills in Odoo 17.