The Scenario
Every Monday morning your finance lead opens a chat message from the founder: "Can you send me the current state of outstanding invoices?" You know what that means — open Lexoffice, click through the invoice list, filter to open status, check the payment details on each one, build a spreadsheet. Last week it took 90 minutes. The week before, someone had already half-started it in a different tab and you spent 20 minutes figuring out which version was current.
The bad version:
- Open Lexoffice, navigate to Vouchers, filter to open invoices, and read through each one — noting the invoice number, contact name, total, amount paid, and outstanding balance
- Paste each record into a Google Sheet row by row, watching for the ones where partial payments have been made and the balance doesn't match the total
- Email the finished sheet to the founder, only to receive a reply 10 minutes later asking you to add the due date column you forgot
Ninety minutes every Monday for a snapshot that's already slightly outdated the moment you finish it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Lexoffice and pulls the invoice and payment data directly — no manual filtering, no copy-paste, no missing columns.
Open a blank sheet or a designated reporting tab and type:
List all open Lexoffice invoices and pull the payment status for each one into this sheet with columns for invoice number, contact, total, paid amount, and outstanding balance
What You Get
- A full list of open Lexoffice invoices written into the sheet — invoice number, contact name, invoice total, amount paid to date, and outstanding balance per row
- Partial payments reflected accurately — the paid amount and balance columns show the real state, not just paid or unpaid
- A snapshot you can share in two minutes instead of ninety
What If the Data Is Not Quite Ready
You only want invoices from the past 90 days
List all open Lexoffice invoices created in the last 90 days and write the invoice number, contact, total, paid amount, outstanding balance, and due date into this sheet
You already have invoice IDs in column A and want to enrich them with payment details
For each invoice ID in column A fetch the payment details from Lexoffice and write the paid amount and due date into columns B and C
You want to flag which invoices are more than 30 days overdue
Pull all open Lexoffice invoices into this sheet with invoice number, contact, total, due date, and outstanding balance — then add a column marking any invoice whose due date is more than 30 days ago as "overdue"
Full reporting pass: pull, calculate aging, and flag escalations in one shot
Pull all open Lexoffice invoices into this sheet with invoice number, contact, total, paid amount, due date, and outstanding balance — calculate the days overdue for each one based on today's date, flag any invoice more than 60 days overdue as "escalate," and sort the results by outstanding balance descending
One prompt builds the complete accounts-receivable snapshot.
Try It
Get the 7-day free trial of SheetXAI and open a blank reporting sheet — ask it to pull your open Lexoffice invoices and you'll have the full payment status picture in under a minute. You can also look at how to bulk-create invoices, or return to the full Lexoffice integration overview.