The Scenario
MRR has been flat for a month despite healthy new subscriber numbers. You dug into it and found 23 subscription invoices in a failed or pending state — which means 23 subscribers are paying for nothing right now and probably don't know it.
You need those invoices — customer email, amount, billing date — in an Excel workbook to build the dunning outreach list your email platform will import from. Getting them out of Lemon Squeezy requires navigating to the Invoices section, filtering by status, and clicking into each record individually. There is no export button.
The bad version:
- Filter invoices to Failed, click the first one, copy the email and amount
- Open Excel, paste the row, go back to Lemon Squeezy
- Repeat for all failed invoices, then switch filter to Pending and repeat again
- Discover mid-way that the billing date in the dashboard is in a format your email tool won't import
- Reformat 23 dates manually before the import works
Twenty-three invoices. Two filter passes. One spreadsheet that should have been ready before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Lemon Squeezy through its built-in integration and pulls all failed or pending invoices in one pass.
Export every failed or overdue Lemon Squeezy subscription invoice into this sheet with the customer email and invoice amount so I can build a payment-recovery outreach list
What You Get
- Column A: customer email
- Column B: invoice amount in dollars
- Filtered to failed and pending status only — no manual filtering needed
- One row per invoice, ready to import into your email tool
What If the Data Is Not Quite Ready
You want billing date and subscription ID included
List all Lemon Squeezy subscription invoices and write subscription ID, customer email, amount, status, and billing date into columns A through E
You want to prioritize by invoice amount
Pull all failed or pending Lemon Squeezy subscription invoices and write customer email, amount, and billing date into columns A through C — sort by amount descending so highest-value failures appear first
You want to segment high-value failures for a separate outreach
Fetch all failed Lemon Squeezy invoices and write customer email, amount, and billing date into columns A through C — flag any invoice over $50 in column D as Priority
Full dunning list build in one shot
Pull all Lemon Squeezy invoices with failed or pending status, write customer email, amount in dollars, billing date, and days since billing date into columns A through D — sort by days-overdue descending and flag anything over 14 days as Urgent in column E
One pass. Dunning list complete. Import it into your email tool and queue the sequence.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you stage your payment recovery outreach, then ask it to pull all failed invoices sorted by how long they've been overdue. You can also pull subscription status or customer records into the same workbook.
