The Scenario
You are on the accounts team at an online retailer. Month-end. 120 orders from the previous month need invoices. The order IDs are in column A of an Excel workbook. Finance wants the invoice IDs written back into column B so they can be linked to the payment records.
BaseLinker can generate invoices through its API. But doing it manually means logging in, finding each order, clicking "issue invoice," and copying the invoice ID back to the workbook. For 120 orders, that is the better part of a morning.
The bad version:
- Open BaseLinker, search for the first order ID
- Navigate to the invoice section
- Issue the invoice with the correct numbering series
- Copy the invoice ID
- Switch back to the workbook, paste it into column B
- Repeat
- Finish 60 orders before lunch. Lose track of where you were. Issue invoice 61 twice. Finance has a duplicate on the books and asks you to explain yourself.
The fast version is one prompt and the invoices are done before the second cup of coffee.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the order ID column, issues an invoice for each order through BaseLinker, and writes the invoice ID back to the workbook, all in one operation.
Open the SheetXAI sidebar and type:
For every order ID in column A of this workbook, create a BaseLinker invoice using series ID 5566 and write the invoice ID back to column B. If an invoice already exists for an order, write the existing invoice ID instead of issuing a duplicate.
SheetXAI reads column A, calls BaseLinker's invoice creation API for each order, and writes the returned invoice IDs to column B.
What You Get
120 issued invoices, with IDs written back to the workbook:
- Invoice IDs in column B — one per order, ready to link to payment records
- Duplicate protection — existing invoices are flagged rather than reissued
- Error handling — orders that fail get an error note in column B
- Zero navigation in BaseLinker — every invoice went through the API
Column B is the audit handoff. Finance takes the workbook, matches invoice IDs to payments, and does not need to ask you for anything else.
What If the Data Is Not Quite Ready
Invoice batches come with edge cases. SheetXAI handles them in the same prompt.
When different orders use different numbering series
Orders from marketplace A use series 3344. Orders from marketplace B use series 5566. Column C indicates the marketplace.
Issue BaseLinker invoices for each order ID in column A of this workbook. Use numbering series 3344 if column C says "MarketA" and series 5566 if column C says "MarketB." Write the resulting invoice ID into column B for each row.
When some orders are outside the invoice period
You only want to invoice orders placed in the previous calendar month. Column D has the order date.
Filter to rows where the order date in column D is within the previous calendar month. For those rows, issue a BaseLinker invoice using series 5566 and write the invoice ID into column B. For rows outside that range, write "out of period" and skip.
When you need to verify an order is in the correct status before issuing an invoice
You do not want to issue an invoice for an order that has been cancelled.
For each order ID in column A, check the current BaseLinker order status before issuing an invoice. If the status is "Cancelled" or "Returned," write "skipped — cancelled" in column B and do not issue the invoice. For all other statuses, issue the invoice using series 5566 and write the invoice ID into column B.
When you need to pull the orders, filter them, issue invoices, and create a finance summary in one pass
Finance wants a summary alongside the invoice IDs.
Fetch all BaseLinker orders placed between the 1st and last day of last month. Write order ID, order date, order value, and customer name into this workbook starting at row 2. Then issue an invoice using series 5566 for each order and write the invoice ID into column E. Calculate the total invoice value and write it into cell F1 as a summary.
The pattern: the pull, the filter, the invoice creation, and the summary happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your order ID workbook, then ask it to issue the invoices and write the IDs back. The BaseLinker integration is included in every SheetXAI plan. For related workflows, see how to pull order event logs for compliance reporting or the BaseLinker in Excel overview.