The Scenario
You are a small agency owner. It is the last working day of the month and the billing workbook is done.
You have an Excel workbook with 31 rows — one per client deliverable. Each row has a contact ID, description, quantity, and unit price. You need all of them created as draft invoices in FreeAgent so you can review and send them tomorrow morning.
The slow version:
- Open FreeAgent
- Click New Invoice, select the client, type the description, enter quantity and price
- Save as draft
- Switch back to the Excel workbook, find the next row
- Repeat 31 times
- It is 7 PM and you still have not reviewed a single invoice.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can create FreeAgent invoices from each row and write the returned URLs back so you have a direct link to every draft.
Open the SheetXAI sidebar and type:
Create a FreeAgent invoice for each row in this workbook using the contact ID in column B, description in column C, quantity in column D, and price in column E. Save each as a draft. Write the returned FreeAgent invoice URL into column F.
SheetXAI reads each row, calls FreeAgent once per invoice, creates the draft, and writes the URL back to column F. You end up with a billing workbook where every row has a direct link to its invoice in FreeAgent.
What You Get
A billing workbook with:
- Column F — FreeAgent invoice URL for each row, written back automatically
- Draft invoices in FreeAgent — one per row, ready to review before sending
- Existing columns untouched — only column F is written
Every URL in column F is clickable and goes directly to that invoice in FreeAgent. Any row without a URL failed — SheetXAI writes the reason to column F so you can fix and retry just that row.
What If the Data Is Not Quite Ready
Month-end billing workbooks always have edge cases.
When only some rows should be billed this month
Column G has a flag — some rows say "bill this month," some say "defer."
For every row where column G says 'bill this month', create a FreeAgent draft invoice using contact ID from column B, description from column C, quantity from column D, and price from column E. Write 'created' to column H and the FreeAgent URL to column F for each row processed.
When descriptions need combining before invoicing
Column C has the project name and column D has the deliverable detail. The invoice description should be both.
For each row, combine the project name from column C and the deliverable from column D into a description formatted as 'Project: [C] — [D]'. Create a FreeAgent draft invoice using that combined description, contact ID from column B, quantity from column E, and price from column F. Write the URL to column G.
When VAT needs to be flagged per line item
Prices in column E are ex-VAT and FreeAgent needs each line marked as 20% VAT applicable.
For each row, create a FreeAgent draft invoice with the contact ID in column B, description in column C, quantity in column D, and net price in column E marked as 20% VAT applicable. Write the returned URL to column F.
When the workbook has mixed clients, currencies, and billing rules
Some clients are billed in GBP, some in EUR based on column H. Some rows are fixed-fee, some hourly based on column I.
For each row where column I says 'fixed', create a FreeAgent draft invoice with quantity 1 and price from column E. For each row where column I says 'hourly', create a FreeAgent draft invoice with quantity from column D and price from column E. Use the currency in column H for each invoice. Write the URL to column F and 'created' to column G.
The pattern: your billing workbook is the source of truth. You describe the rules once in the prompt and SheetXAI applies them across every row.
Try It
Get the 7-day free trial of SheetXAI and open your billing workbook, then ask it to create FreeAgent draft invoices for each row. The FreeAgent integration is included in every SheetXAI plan. See also how to track unpaid invoices in an Excel workbook or the FreeAgent in Excel overview.