The Scenario
Month-end. You have 25 client projects in the billing worksheet — hours, rates, contact IDs, descriptions — all the work tracked and waiting to become invoices. Your invoicing policy is draft first, review, then finalize. In practice that means someone has to build 25 drafts in Lexoffice before anyone can review anything. Last month it took four hours. This month the review meeting is tomorrow morning.
The bad version:
- Open Lexoffice, click New Invoice, find the contact, add the line item, enter the description, set the net amount, pick the VAT rate, save as draft — repeat for all 25 projects
- Discover on invoice 14 that one of the contact IDs in the billing worksheet doesn't match any Lexoffice contact — stop, investigate, realize it was entered with a typo months ago
- Finish the other 24, send a message to the reviewer, and spend Monday morning answering questions about the three invoices where the VAT rate looks off because the worksheet was storing rounded values
The billing worksheet has all the right data. Moving it into Lexoffice should not take four hours.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the project billing data and creates each draft invoice in Lexoffice from the row — no form navigation, no manual field entry.
Open the billing worksheet and type:
Create a draft Lexoffice invoice for each row using contact ID in column A, description in B, net amount in C, and VAT rate in D
What You Get
- A draft Lexoffice invoice created for each of the 25 projects
- The Lexoffice invoice ID written back into column E for every successful row
- Error notes for rows where the contact ID didn't resolve — so you know exactly which ones need attention before the review meeting
What If the Data Is Not Quite Ready
Only billable rows should become invoices
Create a draft Lexoffice invoice for each row where column E says "ready to bill" — use contact ID in A, description in B, net amount in C, and VAT rate in D
VAT rates are stored as percentages instead of decimals
For all rows where column E is "ready to bill", convert the VAT rate in column D from percentage to decimal, then create a draft Lexoffice invoice using contact ID in A, description in B, net amount in C, and the corrected rate
Multiple rows belong to the same project and should collapse into one invoice
Group the rows in this workbook by project code in column F, sum the net amounts in column C for each group, and create one draft Lexoffice invoice per group using the contact ID from the first row, the project name as the description, the total net amount, and the VAT rate in column D
Full pass: validate, build, and log in one shot
For all rows where column E is "ready to bill": check that the contact ID in column A resolves in Lexoffice, create a draft invoice for each valid row using description in B, net amount in C, and VAT rate in D, write the invoice ID into column F, and flag any rows where the contact lookup failed with "contact not found" in column G
One prompt handles validation and invoice creation together.
Try It
Get the 7-day free trial of SheetXAI and open your billing workbook before the next month-end — ask it to generate the draft invoices and you'll walk into the review meeting with everything already built. You can also look at how to export invoice payment status, or return to the full Lexoffice integration overview.