The Scenario
The refund decision came down on Friday. A billing error hit 25 subscription customers — overcharged by a fixed amount — and the finance team has approved a credit note for each affected account. The spreadsheet is ready: invoice IDs in column A, amounts in column B, approval flags in column C. The customer success team is fielding tickets. Every day without a credit note is another support reply to write.
The bad version:
- Open sevdesk, navigate to the invoice from row 1, trigger the credit note workflow, confirm the line items, add the correct amount, save the credit note document. Note the credit note number somewhere. Navigate back to row 2.
- The credit note workflow in sevdesk isn't a single click — it's a multi-step confirmation process. For 25 records, that's a lot of navigation.
- By credit note 10, you realize you forgot to log the credit note numbers for the first nine. You have to go back and pull them from the document list and match them to the customer IDs manually.
The refunds are approved. The data is organized. Generating 25 credit notes should take one operation, not a morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads your refund workbook and creates sevdesk credit notes in one pass.
Read my Refunds Excel table and create a sevdesk credit note from the invoice in column A for each row where column C says 'approved', then write the credit note number into column D
What You Get
- One sevdesk credit note created from each approved invoice ID in the workbook.
- Credit note numbers written into column D for each successful row — ready to paste into support ticket resolutions.
- Any row that fails (invoice not found, already has a credit note) gets an error in column D rather than stopping the run.
- All 25 credit notes issued in a single operation.
What If the Data Is Not Quite Ready
The credit notes should only cover a partial amount — not the full invoice value
For each row in my Refunds worksheet where column C says 'approved', create a partial sevdesk credit note from the invoice in column A for the amount in column B — write the returned credit note ID into column D
You need an internal note added to each credit note for audit trail purposes
For each row in my Refunds worksheet where column C says 'approved', create a sevdesk credit note from the invoice in column A, add an internal note with the text 'Customer refund — billing correction ref May 2026', and write the credit note number into column D
The refund workbook spans two worksheets — Annual and Monthly subscriptions
Create sevdesk credit notes from both the Annual worksheet and the Monthly worksheet — for each, use the invoice ID in column A, create the credit note only where column C says 'approved', and write the credit note number into column D
Full refund pipeline: validate, create, and close out
In my Refunds worksheet: skip rows where column C is not 'approved' or column A is empty — for all valid rows, create a sevdesk credit note from the invoice in column A — write the credit note number into column D and mark column E as 'issued' — write the total number of credit notes created into cell A1 when finished
The approval filter and the creation in one prompt means only the right rows generate credit notes — no manual pre-sorting of the worksheet required.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your approved refund list, then ask it to issue all sevdesk credit notes in one pass. Once they're in, you can pull open invoices to confirm the affected accounts are cleared, or book any remaining payment adjustments.