The Scenario
End of month. The studio has 20 completed projects and a billing sheet that has been accumulating all month — client contact IDs in column A, project descriptions in column B, amounts in column C. The finance lead wants all 20 invoices in Moneybird by Thursday so they can be sent Friday. You open Moneybird and start creating the first one manually, and somewhere around the third invoice you start doing the mental arithmetic on how long this is going to take.
The bad version:
- Click New Invoice in Moneybird, select the contact from a dropdown, type the line item description, type the amount, save
- Repeat 19 more times, switching back to the billing sheet each time to read the next row
- Around invoice 12, copy the wrong amount from the sheet because you were looking at the row above — now you have to find and void a sent invoice
At 20 clients this is tedious. At 40 it is a half-day operation that has no business occupying a finance lead's time. The billing sheet exists precisely because someone already did the work of organising the data — and then you do it all over again by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the billing table, connects to Moneybird through its built-in integration, and creates every invoice in sequence. One prompt. All 20 invoices.
The prompt:
For each row in this sheet, create a Moneybird sales invoice for the contact ID in column A with one line item — description from column B and price from column C — set today as the invoice date and write the returned invoice ID to column D
What You Get
- SheetXAI processes every row in the sheet and sends a separate invoice creation request to Moneybird for each one
- The Moneybird invoice ID lands in column D as each invoice is created — you have a full audit trail in the sheet before the operation even finishes
- Invoices appear in Moneybird in draft state, ready to review and send
- Any row that fails — invalid contact ID, missing amount — shows an error in column D so you know exactly which ones to fix
What If the Data Is Not Quite Ready
Some rows have amounts in a currency format with a euro sign that needs to be stripped
For each row in this sheet, create a Moneybird sales invoice for the contact ID in column A — use the description from column B and strip any currency symbols from column C before using it as the price — set today as the invoice date and write the invoice ID to column D
I need to add a fixed 21% VAT rate to every invoice line item
For each row in this sheet, create a Moneybird sales invoice for the contact ID in column A with one line item — description from column B and price from column C — apply a VAT rate of 21% to the line item — set today as the invoice date and write the returned invoice ID to column D
Skip any rows where column D already has an invoice ID (already created)
For each row in this sheet where column D is blank, create a Moneybird sales invoice for the contact ID in column A with description from column B and price from column C — set today as the invoice date and write the invoice ID to column D
Strip currency formatting, apply VAT, skip already-created rows, and log failures in column E
For each row where column D is blank, create a Moneybird sales invoice for the contact ID in column A — strip currency symbols from column C, use it as the net price, apply 21% VAT — description from column B — set today as the invoice date — write the invoice ID to column D and any error reason to column E
One prompt handles the whole chain — formatting, logic, creation, write-back, and failure capture.
Try It
Get the 7-day free trial of SheetXAI and open your billing sheet, then ask it to push all the rows to Moneybird as invoices. When you are done, check out how to pull those invoices back out and build a monthly revenue summary.