The Scenario
Your AR queue has 55 overdue invoices. You've been asked to send payment reminders to all of them before end of day — the operations director wants it done and a confirmation by 5 PM. The invoice IDs are already in an Excel workbook from last week's aging export.
The bad version:
- Open Zoho Books, search for invoice 1, open the invoice detail page, click Send Reminder, confirm the email, close.
- Search for invoice 2 and repeat. Fifty-five times.
- Lose track somewhere around invoice 30, have to check your workbook against the sent history to figure out where you left off.
The operations director asked for confirmation, not a status update at 4:55 saying you got through 40 of them and need another hour.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your invoice ID list and fires the Zoho Books payment reminder for each one — writing the send status back to column B so you have a clean record to share.
Bulk-send Zoho Books payment reminders for all invoice IDs in my Excel column A and report back how many reminders were sent successfully
What You Get
- Payment reminder triggered in Zoho Books for every invoice ID in column A.
- Column B populated with SENT or ERROR for each row.
- Error rows include the reason (invoice not found, already paid, customer email missing).
- Total sent count returned in a summary message when complete.
What If the Data Is Not Quite Ready
Some invoice IDs are duplicates from the export
Send Zoho Books payment reminders for each unique invoice ID in column A, deduplicating first; write SENT or ERROR into column B and DUPLICATE for any repeated IDs that were skipped
You only want to send reminders for invoices overdue more than 30 days
For each invoice ID in column A, check the invoice in Zoho Books and only send a payment reminder if it is overdue by more than 30 days; write SENT, SKIPPED, or ERROR into column B
The invoice IDs have a prefix that Zoho Books doesn't recognise
Send Zoho Books payment reminders for all invoice IDs in column A, stripping any leading INV- prefix before the lookup; write SENT or ERROR into column B
Full AR chase run in one shot
For each invoice ID in column A, look up the Zoho Books invoice, skip any that are paid or less than 14 days overdue, send a reminder to the rest, write SENT, SKIPPED, PAID, or ERROR into column B, and write the customer name into column C for every row processed
The pattern: ask for the filter logic and the writeback in the same prompt. SheetXAI handles both.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your overdue invoice IDs in column A, then ask it to fire all the reminders and report back. See also how to export all unpaid invoices or return to the Zoho Books integration overview.