The Scenario
It's the last day of the month and 80 client invoices are due. The billing workbook has been ready for two weeks — client ID in column A, service description in B, quantity in C, unit price in D, tax rate in E — one row per invoice. Every client is expecting a bill in their inbox today.
The bad version:
- Open sevdesk, click New Invoice, search for the client by ID (which requires a name lookup since sevdesk searches by name), add each line item manually, set the tax rate, save, click Send. Repeat for client 2.
- By invoice 20, you've entered the wrong unit price on two of them. You discover it after sending when a client replies querying the amount.
- It's 6 PM. You've done 50 of 80 invoices. The other 30 go out tomorrow, which means a portion of your month-end billing lands in the following month's receivables.
Month-end invoicing at this volume is a deadline, not a background task. The data is already in the workbook. The creation and sending should happen in one pass.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads your billing workbook and creates invoices in sevdesk directly.
For each row in my Monthly Billing sheet, create a sevdesk invoice using the contact ID in column A, line items in columns B through E, and mark each invoice as sent via email after creation — write the invoice number into column F
What You Get
- One sevdesk invoice created and sent per row in the workbook.
- Invoice numbers written into column F for each successful row — ready for your payment tracking log.
- Any row that fails (contact not found, tax rate mismatch) gets an error in column F instead of stopping the run.
- All 80 invoices out the door in one operation.
What If the Data Is Not Quite Ready
Multiple rows share a client ID — each client should get one invoice with multiple line items
Group my Monthly Billing sheet by the client ID in column A — for each unique client, create one sevdesk invoice with all matching rows as line items using columns B through E — write the invoice number into column F next to the first row for each client group
The price column has text formatting — some cells show "EUR 1,200.00" instead of a number
Clean column D of my Monthly Billing sheet — strip currency labels and convert comma decimals to period decimals — then create sevdesk invoices for each row using columns A through E and write the invoice number into column F
Billing data spans two worksheets: Domestic and Export, with different tax rates
Create sevdesk invoices from both the Domestic worksheet (columns A through E, 19% tax applies) and the Export worksheet (columns A through D, tax-exempt) — write the invoice number into column F on each worksheet after each successful creation
End-of-month kill chain: validate, create, send, and log
In my Monthly Billing sheet: skip rows where column A is empty or column C is zero — for all valid rows, create a sevdesk invoice using columns A through E, mark as sent, and write the invoice number into column F; for skipped rows, write SKIPPED with the reason in column F — write the total invoice count into cell A1 when done
The validation and creation in one prompt means you know exactly which rows went through and which were skipped, without a separate cleanup pass.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your monthly billing data lives, then ask it to create and send all sevdesk invoices in one go. When they're out, see how to book incoming payments as they arrive, or pull open invoices for aging analysis.