The Scenario
You are an accounts receivable coordinator at a consulting firm. It is the 25th of the month. You have 60 client invoices ready in a Google Sheet — customer ID in column A, description in column B, amount in column C, and an approval status in column D.
The process: create each one as a draft invoice in Razorpay so the accounts manager can review it in the dashboard, then issue the ones marked "Approved" in column D. The ones marked "Pending" wait until next month.
Last month, the accounts manager approved 47 invoices and you had to issue each one manually in the Razorpay dashboard. Forty-seven clicks, forty-seven page loads, forty-seven times copying the invoice ID back to the sheet.
The slow version:
- Create draft invoice in Razorpay (one by one)
- Copy the invoice ID, paste it into column E
- Wait for the accounts manager's approvals
- Go back into each approved invoice in Razorpay and click Issue
- Update column F with "Issued" status
- You miss two invoices because the dashboard pagination skipped a page.
The fast version is one prompt after approvals are in.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that can create draft invoices in bulk, write the IDs back, and then issue the approved ones, all from a single prompt.
Open the SheetXAI sidebar and type:
For each row in this sheet, create a draft Razorpay invoice using the customer ID in column A, description in column B, and amount in column C (convert from rupees to paise). Write the resulting invoice ID to column E. Then, for every row where column D says "Approved," issue the invoice and write "Issued" to column F. For all other rows, write "Draft — Pending Review" to column F.
SheetXAI creates all 60 drafts, writes their IDs to column E, issues the 47 approved ones, and logs the status per row in column F.
What You Get
A fully updated sheet after one prompt:
- Column E — Razorpay invoice ID for every row
- Column F — "Issued" for approved invoices, "Draft — Pending Review" for the rest
- No missed invoices — SheetXAI iterates all 60 rows, not just the ones visible on the current dashboard page
The accounts manager can see the status directly in the sheet. No one needs to log into the Razorpay dashboard to check what happened.
If a customer ID in column A does not exist in Razorpay, SheetXAI logs the error in column G instead of silently skipping. You know exactly which rows need manual attention.
What If the Data Is Not Quite Ready
Billing sheets accumulate inconsistencies. SheetXAI handles them in the same prompt.
When some customer IDs are missing and you have the customer email instead
Column A has customer IDs for most rows, but 8 rows have an email in column H instead because the customer was not yet in Razorpay.
For rows with a customer ID in column A, create the draft Razorpay invoice directly. For rows where column A is empty but column H has an email, first look up the Razorpay customer by email to get their ID, then create the invoice. Write the invoice ID to column E and log any lookup failures in column G.
When the amounts have been entered with GST already and you need to split it out
The amounts in column C include 18% GST. Razorpay invoices expect the base amount and GST as a separate line item.
For each row, calculate the base amount and 18% GST from the total in column C. Create the Razorpay draft invoice with the base amount as the line item and GST as a separate tax line. Write the invoice ID to column E.
When only some invoices should be created this month
Column D has "Approved," "Pending," and "On Hold." You want to create drafts only for Approved and Pending rows, and skip On Hold entirely.
Create draft Razorpay invoices only for rows where column D is "Approved" or "Pending." Skip rows marked "On Hold." Write the invoice ID to column E and the status label to column F.
When you want the full flow — create, log IDs, issue approved, and summarize what happened
For each row in this sheet: create a draft Razorpay invoice using customer ID in column A, description in column B, and amount in column C converted to paise. Write the invoice ID to column E. Then issue every invoice where column D says "Approved" and write "Issued" to column F. For rows where column D says "Pending," write "Draft — Awaiting Approval" to column F. Finally, write a summary at the top of the sheet (row 1, offset to column H) showing: total invoices created, total issued, total pending.
The pattern: the creation, the conditional issuing, and the summary all happen in one prompt. No second pass required.
Try It
Get the 7-day free trial of SheetXAI and open your monthly invoice sheet, then ask it to create the Razorpay drafts and issue the approved ones. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to generate payment links in bulk or the Razorpay in Google Sheets overview.