The Scenario
You organized a two-day conference and collected 120 on-site payments over the weekend — card swipes, bank transfers, cash — all logged in an Excel workbook by a volunteer: column A is the attendee's Quaderno contact ID, column B is the item description (conference ticket, workshop add-on, merchandise), column C is the amount, column D is the payment date. You committed to sending every attendee a receipt by Tuesday. It's Sunday evening.
The bad version:
- Open Quaderno, find the first contact, click New Receipt, fill in the item description, amount, and date, click save, copy the receipt PDF URL, switch back to the workbook, paste it into column E, go to the next row
- 119 rows to go
- Hit row 70 and realize you have been setting the date field to today's date instead of the payment date in column D, which means 70 receipts have the wrong date on them — and since Quaderno receipts can't be edited after creation, you have to void and recreate those 70
The attendees are expecting receipts. Some of them need them for expense reimbursement. Tuesday is not a soft deadline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your payment log and creates Quaderno receipts for you.
For all 120 rows in this sheet, create Quaderno receipts (contact ID in A, item in B, amount in C) and then deliver each receipt by email to the contact
What You Get
- One Quaderno receipt is created per row using the contact ID, description, amount, and payment date from that row
- The receipt PDF URL writes to column E as each receipt completes — these are the URLs you can include in follow-up emails if needed
- Payment dates are taken from column D, not from today's date
- Rows with missing contact IDs are flagged in column F so you can handle the walk-in attendees who didn't pre-register
What If the Data Is Not Quite Ready
I need to create receipts but not send them yet — I'll review first
Create a Quaderno receipt for each row in this workbook — contact ID in A, description in B, amount in C, payment date in D — write the receipt PDF URL to column E but do not deliver by email
Some attendees paid for multiple items — they need one receipt per item, not one combined
Create a separate Quaderno receipt for each row in this workbook — even when the same contact ID appears in multiple rows — using the description in column B and amount in column C for each individual receipt, write the receipt URL to column E
The amounts include a mix of currencies — some paid in EUR, some in USD
Create a Quaderno receipt for each row — contact ID in A, description in B, amount in C, currency in D, payment date in E — write the receipt URL to column F
Create all receipts, deliver by email, and generate a summary of total revenue collected in one shot
For each row: create a Quaderno receipt using contact ID in A, description in B, amount in C, date in D; deliver the receipt by email; write Sent or Failed to column E; then sum all amounts in column C and write the total revenue collected to cell G1 with a label in F1
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your on-site payment log is recorded, then ask it to generate and send all 120 Quaderno receipts before Tuesday. Also see: bulk creating invoices from an Excel workbook, and the hub overview of all Quaderno connection methods.