The Scenario
You are an accounts receivable coordinator at a consulting firm. It is the 25th of the month. You have 60 client invoices ready in an Excel workbook — customer ID in column A, description in column B, amount in column C, approval status in column D.
The process: create each one as a draft invoice in Razorpay, let the accounts manager review, then issue the ones marked "Approved" in column D. Last month: 47 approvals, 47 manual clicks in the Razorpay dashboard, and you missed two invoices because the dashboard paginated.
The slow version:
- Create draft invoice in Razorpay for each row, one by one
- Copy the invoice ID back to column E
- Wait for approvals
- Go back into each approved invoice in the dashboard and click Issue
- Update column F manually
- Two invoices slipped through the pagination and went un-issued for a week.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that creates draft invoices in bulk, writes the IDs back, and issues the approved ones, all from a single prompt.
Open the SheetXAI sidebar and type:
For each row in this workbook, create a draft Razorpay invoice using the customer ID in column A, description in column B, and amount in column C (convert from rupees to paise). Write the resulting invoice ID to column E. Then, for every row where column D says "Approved," issue the invoice and write "Issued" to column F. For all other rows, write "Draft — Pending Review" to column F.
SheetXAI creates all 60 drafts, writes their IDs to column E, issues the 47 approved ones, and logs the status per row in column F.
What You Get
A fully updated workbook after one prompt:
- Column E — Razorpay invoice ID for every row
- Column F — "Issued" for approved invoices, "Draft — Pending Review" for the rest
- No missed invoices — SheetXAI iterates all 60 rows
The accounts manager can see the status in the workbook. No one needs the Razorpay dashboard to verify.
What If the Data Is Not Quite Ready
When some customer IDs are missing and you only have the customer email
8 rows have an email in column H instead of a customer ID in column A.
For rows with a customer ID in column A, create the draft Razorpay invoice directly. For rows where column A is empty but column H has an email, look up the Razorpay customer by email first, then create the invoice. Write the invoice ID to column E and log lookup failures in column G.
When the amounts include 18% GST and Razorpay needs the split
For each row, calculate the base amount and 18% GST from the total in column C. Create the Razorpay draft invoice with the base amount as the line item and GST as a separate tax line. Write the invoice ID to column E.
When only Approved and Pending rows should be created
Create draft Razorpay invoices only for rows where column D is "Approved" or "Pending." Skip rows marked "On Hold." Write the invoice ID to column E and the status label to column F.
When you want the full flow — create, log IDs, issue approved, and summarize
For each row in this workbook: create a draft Razorpay invoice using customer ID in column A, description in column B, and amount in column C converted to paise. Write the invoice ID to column E. Issue every invoice where column D says "Approved" and write "Issued" to column F. For "Pending" rows, write "Draft — Awaiting Approval" to column F. Then write a summary starting in cell H1: total invoices created, total issued, total pending.
The pattern: creation, conditional issuing, and the summary all happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your monthly invoice workbook, then ask it to create the Razorpay drafts and issue the approved ones. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to generate payment links in bulk in Excel or the Razorpay in Excel overview.