The Scenario
It's the last working day of the month. You have an Excel workbook with 25 completed project rows — each with a client ID, invoice date, currency, service description, quantity, and unit price — and every one of those rows needs to become an Elorus invoice before tomorrow morning so the billing run goes out on time.
The bad version:
- Open Elorus, click "New Invoice," select the client from the dropdown, type the invoice date, add the service line item with quantity and unit price, click Save, copy the invoice ID, paste it back into column G of your workbook, move to the next row.
- Repeat that sequence twenty-four more times, switching between Excel and the browser each time, hoping you don't confuse which client gets which amount.
- At row eighteen, realise you put the wrong invoice ID into row twelve's column G, go back to Elorus to find the correct one, and spend ten minutes you didn't have on a mistake that manual data entry made inevitable.
The month-end billing run is not the place to find out you mixed up two clients' invoice IDs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your billing table, understands the column structure, and creates the Elorus invoices through the built-in integration without you switching between windows.
Create an Elorus invoice for each row in the "Billing" worksheet — columns are client_id (A), invoice_date (B), currency (C), service description (D), quantity (E), and unit price (F) — and write the returned invoice ID to column G
What You Get
- One Elorus invoice created per row in the Billing worksheet, using the exact client, date, currency, description, quantity, and price from each row.
- The Elorus-generated invoice ID written back to column G as each invoice is created.
- Any rows that fail validation — invalid client ID, unsupported currency — flagged in column H with the specific error so you can fix and re-run just those rows.
- A complete audit trail in the workbook: column G tells you exactly which Elorus invoice corresponds to which billing row.
What If the Data Is Not Quite Ready
The currency codes are written out as full names
Some rows in column C have "US Dollar" or "Euro" instead of "USD" or "EUR". Elorus expects ISO codes.
For each row in the "Billing" worksheet, convert any full currency name in column C to the 3-letter ISO code, then create the Elorus invoice and write the invoice ID to column G
Some rows are missing the client ID
The client_id column is blank for five rows where the client was added to Elorus after the workbook was assembled.
Skip any rows in the "Billing" worksheet where column A is blank, write "MISSING CLIENT ID" to column G for those rows, and create Elorus invoices for all other rows with valid client IDs
The line item descriptions live in a different worksheet
Your billing worksheet has one row per project but the detailed service descriptions sit in a "Services" worksheet keyed by project ID.
Join the "Billing" worksheet (column A = project_id) with the "Services" worksheet (column A = project_id, column B = description) to get the full service description for each project, then create an Elorus invoice per project using that description alongside the quantity and unit price, writing the invoice ID to column G of "Billing"
Normalise currencies, skip rows already invoiced, and create all remaining invoices in one shot
In the "Billing" worksheet, convert full currency names in column C to ISO codes, skip any row where column G already has an invoice ID, create Elorus invoices for the remaining rows using columns A through F, and write each invoice ID to column G — flag any validation failures with the error in column H
The billing run is more trustworthy when every ID is written back automatically and every failure is visible.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you stage your monthly billing data, then ask it to convert the rows into Elorus invoices and write the IDs back. You can also look at exporting your Elorus invoices into a workbook or the hub overview for connecting Elorus to Excel.