The Scenario
A colleague who managed the agency's client billing left last month. She had a system: she'd log into Poof, create fiat invoices one by one, and paste the checkout URLs into the shared workbook before sending them to clients. You inherited the workbook. Twenty billing rows are sitting there — client name in column A, USD amount in column B, description in column C, column D empty. Invoices were supposed to go out three days ago.
The bad version:
- Log into Poof, navigate to invoice creation, manually enter the client name, amount, and description from row 2, generate the checkout URL, copy it, paste into D2.
- Repeat for all 20 rows. Realize on row 11 that you've been creating the wrong invoice type because the dashboard defaults are different from what your predecessor used.
- Go back and regenerate the ones you got wrong, re-paste the corrected URLs, and spend 20 minutes checking that each URL in column D matches the right client row.
Twenty invoices at five minutes each is a hundred minutes of work that should have been one step in a workflow, not the workflow itself.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the 'Client Billing' sheet, understands the layout, and through the Poof integration it generates a fiat invoice for each row and writes the checkout URL back — no dashboard visits required.
For each row in my Excel 'Client Billing' sheet, create a Poof fiat invoice using the client name in column A and USD amount in column B, then write the checkout URL into column C.
What You Get
- Column C filled with a Poof fiat checkout URL for each billing row.
- Rows where column B is blank or non-numeric get a note in column C rather than a malformed invoice.
- Columns A and B remain untouched.
- If a row generates an API error, that row's column C shows the error message so you know exactly which client needs manual attention.
What If the Data Is Not Quite Ready
Description column has inconsistent formatting
Some entries in column C have trailing punctuation, extra spaces, or are in all-caps — which shows up awkwardly in the Poof invoice description.
For each row in my 'Client Billing' worksheet, normalize the description in column C by trimming whitespace and converting to title case, then create a Poof fiat invoice using the amount in column B and the cleaned description, writing the checkout URL into column D.
Some clients have a different currency requirement
A handful of rows in column E say "EUR" — those invoices need a different amount field passed to Poof.
For each row in my 'Client Billing' worksheet, check column E for the currency code. If column E says 'EUR', convert the amount in column B using today's exchange rate and create a Poof fiat invoice in EUR. Otherwise create it in USD. Write the checkout URL into column D.
Billing rows are split across monthly worksheets
Your workbook has 'April Billing' and 'May Billing' sheets with identical layouts, and both need invoices generated.
Create a Poof fiat invoice for every row in both my 'April Billing' and 'May Billing' worksheets using column A for client name and column B for USD amount, writing the checkout URL into column D of each sheet.
The full cleanup-plus-invoice kill chain
Amounts have mixed formatting, descriptions need trimming, and rows marked 'HOLD' in column F should be skipped.
For every row in my 'Client Billing' worksheet where column F does not contain 'HOLD', strip currency symbols from column B to get a numeric amount, trim the description in column C, create a Poof fiat invoice with those values, write the checkout URL into column D, and note 'Skipped' in column D for any HOLD rows. Flag any row that errors after cleaning with 'Review' in column D.
Running the cleanup and the invoice generation as a single ask means no intermediate save-and-check step.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with client billing rows — even if the amounts need cleaning or the descriptions aren't consistent — and ask it to generate the Poof invoices in one pass. You can also see how this works for generating crypto payment links from an Excel workbook or go back to the full Poof integration overview for Excel.