The Scenario
It is 8:40 AM on a Tuesday. The finance manager has an AR review call at 9. She needs a list of every open MOCO invoice — client, amount, due date, invoice number — so she can walk the team through which accounts need follow-up and in what order.
She has 35 open invoices in MOCO. She knows this because she counted them last week.
The bad version:
- Open MOCO Invoices, filter by status Open, and start writing down numbers into a spreadsheet by hand — client name from one field, invoice number from another, due date from a third.
- Realize partway through that MOCO's default sort is by invoice number, not due date, so the most overdue ones aren't at the top. Resort, re-enter.
- Get to the call seven minutes late with a spreadsheet that is technically correct but manually assembled under pressure.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and uses its built-in MOCO integration to pull open invoice data in one shot, sorted and labeled exactly how you need it.
List all open MOCO invoices and add invoice number, client name, total amount, due date, and status to the AR tab, sorted by due date ascending
What You Get
- Every open MOCO invoice appears in the AR tab, one row per invoice.
- Columns: invoice number, client name, total amount (in the invoice currency), due date, and current status.
- Sorted by due date ascending so the most overdue invoices are at the top of the list.
- The pull is live data from MOCO, not a cached export — what you see reflects the current state of your AR.
What If the Data Is Not Quite Ready
I also need invoices that are partially paid, not just fully open
List all MOCO invoices with status Open or Partial and write invoice number, client name, total amount, amount paid, outstanding balance, and due date to the AR tab, sorted by outstanding balance descending
I want to flag invoices that are more than 30 days overdue
Pull all open MOCO invoices, write them to the AR tab, and add a column that marks any invoice where today's date is more than 30 days past the due date as Overdue
I need to break it down by client to see which accounts have the most exposure
List all open MOCO invoices grouped by client, with a subtotal of outstanding amount per client, sorted by total outstanding descending — write to the AR tab
One pass: pull open invoices, flag overdue ones, and draft the follow-up call priority order
Pull all open MOCO invoices, add a Days Overdue column, flag anything over 30 days, sort by days overdue descending, and add a Priority column that ranks the top 5 accounts for follow-up calls — write everything to the AR tab
The call starts on time. The list is already sorted. Nobody hand-keyed anything.
Try It
Get the 7-day free trial of SheetXAI and open your AR tracking sheet, then ask it to pull all open MOCO invoices sorted by due date. See also the spoke on bulk-recording invoice payments when the money comes in.