The Scenario
A billing error ran through the system three weeks ago — 25 customers were charged incorrectly and the finance team has been fielding support tickets ever since. The decision came down on Monday: issue credit notes for all 25. The finance lead has the approved refunds in a Google Sheet — affected invoice IDs in column A, amounts in column B, approval status in column C.
The bad version:
- Open sevdesk, navigate to the invoice from row 1, click the option to create a credit note, verify the amounts, save — then find the next invoice and repeat.
- Creating a credit note from an invoice in sevdesk isn't a one-click action. It involves navigating to the invoice, triggering the credit note flow, confirming the line items carry over, and saving the new document.
- By credit note 8, you realize you need to also track which credit note numbers were issued so finance can close the support tickets. You forgot to write them down for the first seven and now have to go back.
The approvals have already been reviewed. The data is already in the sheet. Issuing 25 credit notes should not require 25 separate sevdesk navigation sessions.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets that reads your refund list and creates sevdesk credit notes in one operation.
For each invoice ID in column A of my Refunds sheet, create a sevdesk credit note from that invoice and write the new credit note ID into column B
What You Get
- One sevdesk credit note generated from each invoice ID in the sheet.
- Credit note IDs written into column B for each successful row — ready to paste into support ticket closures.
- Any row that fails (invoice not found, already has a credit note) surfaces an error in column B instead of stopping the run.
- All 25 credit notes issued in a single operation.
What If the Data Is Not Quite Ready
You only want to create credit notes for approved rows — column C contains the approval flag
Read my Refunds Excel table and create a sevdesk credit note from the invoice in column A for each row where column C says 'approved', then write the credit note number into column D
The credit notes need a custom internal note attached for the support team
For each row in my Refunds sheet where column C says 'approved', create a sevdesk credit note from the invoice in column A, add the text 'Billing correction — ref: support ticket' as an internal note, and write the credit note ID into column B
The refund amounts differ from the original invoice — partial credits only
For each row in my Refunds sheet, create a partial sevdesk credit note from the invoice in column A for the amount in column B — write the returned credit note ID into column D
Full refund pipeline: validate, create, and close out
In my Refunds sheet: skip any rows where column C is not 'approved' or column A is empty — for all valid rows, create a sevdesk credit note from the invoice in column A, write the credit note number into column B, and mark column D as 'issued' — write the total number of credit notes created into cell A1 when finished
Combining the approval filter with the creation means only the right rows get credit notes, without any manual pre-sorting of the sheet.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet with your approved refund list, then ask it to generate all sevdesk credit notes in one pass. Once the credit notes are issued, you might also want to pull open invoices to confirm the affected accounts are cleared, or book any remaining payment adjustments.