The Scenario
You are a freelance designer. It is the 15th of the month and you have been sending invoices through Square all year. Some clients pay fast. Some do not.
Right now you have no idea how many invoices are outstanding, for how much, or which ones are past due. You need a Google Sheet with every open invoice — invoice ID, recipient name, total amount, status, and due date — so you can send follow-up emails today without forgetting anyone.
The bad version:
- Log into Square's Invoices section
- Set the filter to "Unpaid" or "Overdue"
- Read each invoice off the screen, note the details
- Switch to your sheet, type the details in
- Go back to Square, click the next invoice
- Twelve invoices in, you are not sure if you already logged that one or not.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that queries your Square invoices and writes the details directly to the sheet, so you are not toggling between tabs or transcribing anything.
Open the SheetXAI sidebar and type:
List all Square invoices for my main location and write each invoice's ID, recipient name, total amount, status, and due date into this sheet. Sort by due date ascending so the most overdue invoices are at the top.
SheetXAI calls Square's invoices endpoint, handles pagination, and writes every invoice to the sheet sorted by due date. You open the sheet and the oldest unpaid invoices are at the top.
What You Get
A clean invoice tracker with every record from Square:
- Invoice ID — the Square-assigned ID you can reference when contacting clients
- Recipient name — the customer name from the invoice
- Total amount — what is owed
- Status — UNPAID, OVERDUE, SCHEDULED, PARTIALLY_PAID, etc.
- Due date — sorted ascending so the most urgent items are at the top
Nothing is missing and nothing is duplicated. SheetXAI handles the pagination across however many invoices your account has, so you are not limited to what fits on one screen of Square's dashboard.
Once the data is in the sheet, you can filter to only the OVERDUE rows, sort by amount to prioritize large ones, or add a "Follow-up sent" column and work through the list.
What If the Data Is Not Quite Ready
Invoice exports have common variations you will hit in real accounts. SheetXAI handles them in the same prompt.
When you only want unpaid or overdue invoices
The full invoice list includes paid and scheduled invoices you do not need to follow up on.
List all Square invoices where status is UNPAID or OVERDUE. Write invoice ID, recipient name, total amount, status, and due date into this sheet. Sort by due date ascending.
When you want to flag invoices by how overdue they are
You want to prioritize follow-ups but the sheet just shows a due date.
List all Square invoices with status UNPAID or OVERDUE. Write invoice ID, recipient name, total amount, due date, and days overdue into this sheet. Calculate days overdue as today's date minus the due date — use 0 for invoices that are not yet overdue. Sort by days overdue descending.
When you need totals as well as the line list
Your accountant wants the list but also the total outstanding amount by client.
List all unpaid and overdue Square invoices and write invoice ID, recipient name, amount, and due date into the Detail tab. Then create a summary in the Summary tab showing total outstanding amount per client, sorted by total descending.
When you need to pull, categorize, and prioritize in one shot
You have invoices in several statuses and you want a complete picture with each invoice categorized by urgency for your follow-up call list.
Pull all Square invoices that are not PAID or CANCELED. Write invoice ID, recipient name, amount, due date, and status into this sheet. Add a column called Priority: "Critical" for more than 30 days overdue, "High" for 15 to 30 days overdue, "Normal" for less than 15 days overdue, "Upcoming" for invoices not yet due. Sort by Priority with Critical first.
The pattern: describe the output you need, including any derived columns or categorizations, and SheetXAI builds it from the raw Square data in one pass.
Try It
Get the 7-day free trial of SheetXAI and pull your outstanding invoices into a sheet before your next follow-up session. The Square integration is included in every SheetXAI plan. For related workflows, see how to export Square payment history for bookkeeping or the Square in Google Sheets overview.