The Scenario
It's Thursday afternoon and the owner just asked how much is sitting in unpaid invoices. You're the billing coordinator, and you know the number is in RepairShopr — but to answer with confidence, you need all 60 unpaid invoices in an Excel workbook where you can sort by overdue date, total amount, and customer to prioritize who to call before Friday. The request came in at 3:30. The owner checks back at 5.
The bad version:
- Open RepairShopr, filter invoices to unpaid, export to CSV. Open the CSV in Excel.
- Find that the due date came over as a UTC millisecond timestamp. Spend ten minutes writing a formula to convert it.
- Sort by days overdue — but "days overdue" is not a field in the export. Build a formula against TODAY(). Realize you need to fix the date format first before the formula will calculate correctly.
You've spent 45 minutes on data prep and haven't made a single call.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the collections context, and through its built-in RepairShopr integration it can pull all unpaid invoices with dates in readable format and a calculated days-overdue column — no post-processing required.
List all RepairShopr invoices with payment status 'unpaid' and put invoice ID, customer email, balance due, and created date into columns A through D
What You Get
- Column A: invoice ID
- Column B: customer email
- Column C: balance due (numeric)
- Column D: created date in readable format
- Any invoice that fails to pull surfaces an error message so nothing is silently dropped
What If the Data Is Not Quite Ready
You want days overdue calculated without a separate formula
Fetch all unpaid RepairShopr invoices and write invoice number, customer name, total amount, due date, and days overdue into columns A through E
You only want invoices overdue by more than 30 days
Pull all RepairShopr invoices with payment status unpaid where the due date is more than 30 days ago and write invoice number, customer name, total, and days overdue into columns A through D
You need customer phone number for the call list instead of email
Fetch all unpaid RepairShopr invoices and write invoice number, customer name, customer phone, total, and days overdue into columns A through E
Full AR review in one shot: pull, classify severity, sort
Fetch all unpaid RepairShopr invoices and write invoice number, customer name, total, due date, and days overdue into columns A through E; put "CRITICAL" in column F for invoices more than 60 days overdue, "FOLLOW UP" for 15-60 days, and leave column F blank for under 15 days; sort the table by column E descending
The pattern: one prompt gives you the sorted, severity-flagged sheet that would otherwise take 45 minutes of data prep to assemble.
Try It
Open an Excel workbook and get the 7-day free trial of SheetXAI — ask it to pull all unpaid RepairShopr invoices, flag by severity, and sort by days overdue so you can start making calls immediately. For related work, see how to export payment records for reconciliation or the RepairShopr integration overview.