The Scenario
You are a billing manager. It is Monday morning and accounts receivable has a problem:120 invoices have been sitting unpaid for more than 30 days in ProAbono, and nobody has a clean list to work from.
Your collection calls start at 10 AM. You need customer reference, amount due, currency, and invoice date in a Google Sheet, sorted oldest first, so your team can work through the list in priority order. You have 45 minutes.
The bad version:
- You open ProAbono's invoice list, filter by status, and start scrolling
- You realize you cannot bulk-export with a date filter applied
- You download the full invoice CSV, import it into Sheets
- You add a filter for unpaid status manually
- You add another filter for invoices older than 30 days, realize the date column came in as text
- You convert the dates, re-sort, delete 15 columns you do not need
- You send a half-formatted sheet to your team at 10:07 AM
- The first call goes to the wrong account.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that queries ProAbono directly so you do not have to wrestle with a CSV filter.
Open the SheetXAI sidebar and type:
List all ProAbono invoices with payment status 'unpaid' that have an invoice date more than 30 days ago. Put customer reference, invoice ID, amount due, currency, and invoice date into this sheet. Sort by invoice date ascending so the oldest invoices are at the top. Add a "Days Overdue" column calculated from today's date.
SheetXAI calls ProAbono's invoice endpoint, filters for unpaid invoices, calculates days overdue per row, and writes the sorted list into the sheet. Your team has a clean call sheet by 9:55 AM.
What You Get
A prioritized AR call sheet:
- Invoice rows — customer reference, invoice ID, amount due, currency, invoice date, days overdue
- Sorted oldest first — so the team works the highest-risk accounts first
- Days overdue calculated — no manual date math
The list reflects what is in ProAbono right now, not what was in a CSV you downloaded last week. If a customer paid this morning, they are not on the list.
Want a summary at the bottom? Add "show total amount outstanding by currency" to the prompt and SheetXAI adds currency-grouped totals.
What If the Data Is Not Quite Ready
Accounts receivable data has its own edge cases. SheetXAI handles them inline.
When you need to exclude disputed invoices
Some invoices are flagged as disputed and should not be called on today.
List all unpaid ProAbono invoices older than 30 days. Exclude any invoice where the notes field contains "disputed." Put customer reference, invoice ID, amount, currency, and days overdue into this sheet.
When you need the list grouped by account manager
Your team has territories. Each account manager should only see their own overdue accounts.
List all unpaid ProAbono invoices older than 30 days. For each invoice, look up the account manager assigned to that customer reference in column A of the AM Assignments tab. Group the results by account manager and write each group to a separate tab named after the account manager.
When you want to flag VIP accounts for escalation
Large accounts need to be escalated to a senior rep, not called by a junior collector.
List all unpaid ProAbono invoices older than 30 days. Flag any invoice with an amount over $5,000 in a "Escalate" column with "YES." Write the rest as "standard." Sort escalations to the top.
When you need the full picture for a single customer before the call
A customer called in advance and you need everything outstanding for that account.
For customer reference CUST-4821, list all unpaid ProAbono invoices. Show invoice ID, amount, currency, due date, and days overdue. Calculate the total amount outstanding for this customer. Write everything into this sheet so I have it ready before the call.
The pattern: instead of downloading and filtering, you describe what you need and SheetXAI queries ProAbono directly.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull your overdue ProAbono invoices sorted by age. The ProAbono integration is included in every SheetXAI plan. For related workflows, see how to export payment transactions for reconciliation or the ProAbono in Google Sheets overview.