Generate an XLSX billing statement with a merged company header, subscription line items, overages, credits, and subtotal/tax/total formulas.
npx claudepluginhub iterationlayer/skills --plugin website-extractionThis skill uses the workspace's default tool permissions.
Subscription SaaS platforms use this recipe to generate monthly billing statements as XLSX for enterprise customers who need them for internal accounting and procurement. Define your charges, overages, and credits, and let formulas handle subtotals, tax, and totals automatically.
Guides Payload CMS config (payload.config.ts), collections, fields, hooks, access control, APIs. Debugs validation errors, security, relationships, queries, transactions, hook behavior.
Builds scalable data pipelines, modern data warehouses, and real-time streaming architectures using Apache Spark, dbt, Airflow, and cloud-native platforms.
Share bugs, ideas, or general feedback.
Subscription SaaS platforms use this recipe to generate monthly billing statements as XLSX for enterprise customers who need them for internal accounting and procurement. Define your charges, overages, and credits, and let formulas handle subtotals, tax, and totals automatically.
Sheet Generation (2 credits/request)
You need an Iteration Layer API key. Get one at platform.iterationlayer.com — free trial credits included, no credit card required.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
curl -X POST https://api.iterationlayer.com/sheet-generation/v1/generate \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"format": "xlsx",
"styles": {
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": true,
"background_color": "#4A148C",
"font_color": "#FFFFFF"
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333"
}
},
"sheets": [
{
"name": "Statement — March 2026",
"columns": [
{
"name": "Date",
"width": 14,
},
{
"name": "Description",
"width": 40,
},
{
"name": "Quantity",
"width": 12,
},
{
"name": "Unit Price",
"width": 15,
},
{
"name": "Amount",
"width": 15,
}
],
"rows": [
[
{
"value": "CloudMetrics Inc. — Billing Statement",
"styles": {
"is_bold": true,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 4,
}
],
[
{
"value": "Customer: Pinnacle Retail Group | Account #ACT-78412",
"from_col": 0,
"to_col": 4,
}
],
[
{
"value": "Billing Period: March 1–31, 2026 | Due: April 15, 2026",
"from_col": 0,
"to_col": 4,
}
],
[
{
"value": "",
}
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Business Plan — Monthly Subscription",
},
{
"value": 1,
"format": "number",
},
{
"value": 499,
"format": "currency",
},
{
"value": 499,
"format": "currency",
}
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Additional Seats (15 seats)",
},
{
"value": 15,
"format": "number",
},
{
"value": 12,
"format": "currency",
},
{
"value": 180,
"format": "currency",
}
],
[
{
"value": "2026-03-15",
"format": "date",
},
{
"value": "API Overage — 52,000 extra requests",
},
{
"value": 52,
"format": "number",
},
{
"value": 0.50,
"format": "currency",
},
{
"value": 26,
"format": "currency",
}
],
[
{
"value": "2026-03-15",
"format": "date",
},
{
"value": "Storage Overage — 120 GB above plan",
},
{
"value": 120,
"format": "number",
},
{
"value": 0.15,
"format": "currency",
},
{
"value": 18,
"format": "currency",
}
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Annual Loyalty Credit",
},
{
"value": 1,
"format": "number",
},
{
"value": -50,
"format": "currency",
},
{
"value": -50,
"format": "currency",
}
],
[
{
"value": "",
}
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Subtotal",
"styles": {
"is_bold": true,
},
},
{
"value": null,
}
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Tax (9.5%)",
"styles": {
"is_bold": true,
},
},
{
"value": null,
}
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Total Due",
"styles": {
"is_bold": true,
"font_size_in_pt": 13,
},
},
{
"value": null,
"styles": {
"is_bold": true,
"font_size_in_pt": 13,
},
}
]
],
"formulas": [
{
"row": 10,
"col": 4,
"expression": "=SUM(E5:E9)",
},
{
"row": 11,
"col": 4,
"expression": "=E11*0.095",
},
{
"row": 12,
"col": 4,
"expression": "=E11+E12",
}
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 4,
},
{
"start_row": 1,
"start_col": 0,
"end_row": 1,
"end_col": 4,
},
{
"start_row": 2,
"start_col": 0,
"end_row": 2,
"end_col": 4,
}
]
}
]
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({
apiKey: "YOUR_API_KEY",
});
const result = await client.generateSheet({
format: "xlsx",
styles: {
header: {
font_family: "Helvetica",
font_size_in_pt: 11,
is_bold: true,
background_color: "#4A148C",
font_color: "#FFFFFF",
},
body: {
font_family: "Helvetica",
font_size_in_pt: 11,
font_color: "#333333",
},
},
sheets: [
{
name: "Statement — March 2026",
columns: [
{
name: "Date",
width: 14,
},
{
name: "Description",
width: 40,
},
{
name: "Quantity",
width: 12,
},
{
name: "Unit Price",
width: 15,
},
{
name: "Amount",
width: 15,
},
],
rows: [
[
{
value: "CloudMetrics Inc. — Billing Statement",
styles: {
is_bold: true,
font_size_in_pt: 14,
},
from_col: 0,
to_col: 4,
},
],
[
{
value: "Customer: Pinnacle Retail Group | Account #ACT-78412",
from_col: 0,
to_col: 4,
},
],
[
{
value: "Billing Period: March 1–31, 2026 | Due: April 15, 2026",
from_col: 0,
to_col: 4,
},
],
[
{
value: "",
},
],
[
{
value: "2026-03-01",
format: "date",
},
{
value: "Business Plan — Monthly Subscription",
},
{
value: 1,
format: "number",
},
{
value: 499,
format: "currency",
},
{
value: 499,
format: "currency",
},
],
[
{
value: "2026-03-01",
format: "date",
},
{
value: "Additional Seats (15 seats)",
},
{
value: 15,
format: "number",
},
{
value: 12,
format: "currency",
},
{
value: 180,
format: "currency",
},
],
[
{
value: "2026-03-15",
format: "date",
},
{
value: "API Overage — 52,000 extra requests",
},
{
value: 52,
format: "number",
},
{
value: 0.5,
format: "currency",
},
{
value: 26,
format: "currency",
},
],
[
{
value: "2026-03-15",
format: "date",
},
{
value: "Storage Overage — 120 GB above plan",
},
{
value: 120,
format: "number",
},
{
value: 0.15,
format: "currency",
},
{
value: 18,
format: "currency",
},
],
[
{
value: "2026-03-01",
format: "date",
},
{
value: "Annual Loyalty Credit",
},
{
value: 1,
format: "number",
},
{
value: -50,
format: "currency",
},
{
value: -50,
format: "currency",
},
],
[
{
value: "",
},
],
[
{
value: "",
},
{
value: "",
},
{
value: "",
},
{
value: "Subtotal",
styles: {
is_bold: true,
},
},
{
value: null,
},
],
[
{
value: "",
},
{
value: "",
},
{
value: "",
},
{
value: "Tax (9.5%)",
styles: {
is_bold: true,
},
},
{
value: null,
},
],
[
{
value: "",
},
{
value: "",
},
{
value: "",
},
{
value: "Total Due",
styles: {
is_bold: true,
font_size_in_pt: 13,
},
},
{
value: null,
styles: {
is_bold: true,
font_size_in_pt: 13,
},
},
],
],
formulas: [
{
row: 10,
col: 4,
expression: "=SUM(E5:E9)",
},
{
row: 11,
col: 4,
expression: "=E11*0.095",
},
{
row: 12,
col: 4,
expression: "=E11+E12",
},
],
merged_cells: [
{
start_row: 0,
start_col: 0,
end_row: 0,
end_col: 4,
},
{
start_row: 1,
start_col: 0,
end_row: 1,
end_col: 4,
},
{
start_row: 2,
start_col: 0,
end_row: 2,
end_col: 4,
},
],
},
],
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.generate_sheet(
format="xlsx",
styles={
"header": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"is_bold": True,
"background_color": "#4A148C",
"font_color": "#FFFFFF",
},
"body": {
"font_family": "Helvetica",
"font_size_in_pt": 11,
"font_color": "#333333",
},
},
sheets=[
{
"name": "Statement — March 2026",
"columns": [
{
"name": "Date",
"width": 14,
},
{
"name": "Description",
"width": 40,
},
{
"name": "Quantity",
"width": 12,
},
{
"name": "Unit Price",
"width": 15,
},
{
"name": "Amount",
"width": 15,
},
],
"rows": [
[
{
"value": "CloudMetrics Inc. — Billing Statement",
"styles": {
"is_bold": True,
"font_size_in_pt": 14,
},
"from_col": 0,
"to_col": 4,
},
],
[
{
"value": "Customer: Pinnacle Retail Group | Account #ACT-78412",
"from_col": 0,
"to_col": 4,
},
],
[
{
"value": "Billing Period: March 1–31, 2026 | Due: April 15, 2026",
"from_col": 0,
"to_col": 4,
},
],
[
{
"value": "",
},
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Business Plan — Monthly Subscription",
},
{
"value": 1,
"format": "number",
},
{
"value": 499,
"format": "currency",
},
{
"value": 499,
"format": "currency",
},
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Additional Seats (15 seats)",
},
{
"value": 15,
"format": "number",
},
{
"value": 12,
"format": "currency",
},
{
"value": 180,
"format": "currency",
},
],
[
{
"value": "2026-03-15",
"format": "date",
},
{
"value": "API Overage — 52,000 extra requests",
},
{
"value": 52,
"format": "number",
},
{
"value": 0.50,
"format": "currency",
},
{
"value": 26,
"format": "currency",
},
],
[
{
"value": "2026-03-15",
"format": "date",
},
{
"value": "Storage Overage — 120 GB above plan",
},
{
"value": 120,
"format": "number",
},
{
"value": 0.15,
"format": "currency",
},
{
"value": 18,
"format": "currency",
},
],
[
{
"value": "2026-03-01",
"format": "date",
},
{
"value": "Annual Loyalty Credit",
},
{
"value": 1,
"format": "number",
},
{
"value": -50,
"format": "currency",
},
{
"value": -50,
"format": "currency",
},
],
[
{
"value": "",
},
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Subtotal",
"styles": {
"is_bold": True,
},
},
{
"value": None,
},
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Tax (9.5%)",
"styles": {
"is_bold": True,
},
},
{
"value": None,
},
],
[
{
"value": "",
},
{
"value": "",
},
{
"value": "",
},
{
"value": "Total Due",
"styles": {
"is_bold": True,
"font_size_in_pt": 13,
},
},
{
"value": None,
"styles": {
"is_bold": True,
"font_size_in_pt": 13,
},
},
],
],
"formulas": [
{
"row": 10,
"col": 4,
"expression": "=SUM(E5:E9)",
},
{
"row": 11,
"col": 4,
"expression": "=E11*0.095",
},
{
"row": 12,
"col": 4,
"expression": "=E11+E12",
},
],
"merged_cells": [
{
"start_row": 0,
"start_col": 0,
"end_row": 0,
"end_col": 4,
},
{
"start_row": 1,
"start_col": 0,
"end_row": 1,
"end_col": 4,
},
{
"start_row": 2,
"start_col": 0,
"end_row": 2,
"end_col": 4,
},
],
}
],
)
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.GenerateSheet(il.GenerateSheetRequest{
Format: "xlsx",
Styles: &il.SheetStyles{
Header: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
IsBold: true,
BackgroundColor: "#4A148C",
FontColor: "#FFFFFF",
},
Body: &il.CellStyle{
FontFamily: "Helvetica",
FontSizeInPt: 11,
FontColor: "#333333",
},
},
Sheets: []il.Sheet{
{
Name: "Statement — March 2026",
Columns: []il.SheetColumn{
{
Name: "Date",
Width: 14,
},
{
Name: "Description",
Width: 40,
},
{
Name: "Quantity",
Width: 12,
},
{
Name: "Unit Price",
Width: 15,
},
{
Name: "Amount",
Width: 15,
},
},
Rows: []il.SheetRow{
{
{
Value: "CloudMetrics Inc. — Billing Statement",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 14,
},
FromCol: intPtr(0),
ToCol: intPtr(4),
},
},
{
{
Value: "Customer: Pinnacle Retail Group | Account #ACT-78412",
FromCol: intPtr(0),
ToCol: intPtr(4),
},
},
{
{
Value: "Billing Period: March 1–31, 2026 | Due: April 15, 2026",
FromCol: intPtr(0),
ToCol: intPtr(4),
},
},
{
{
Value: "",
},
},
{
{
Value: "2026-03-01",
Format: "date",
},
{
Value: "Business Plan — Monthly Subscription",
},
{
Value: 1,
Format: "number",
},
{
Value: 499,
Format: "currency",
},
{
Value: 499,
Format: "currency",
},
},
{
{
Value: "2026-03-01",
Format: "date",
},
{
Value: "Additional Seats (15 seats)",
},
{
Value: 15,
Format: "number",
},
{
Value: 12,
Format: "currency",
},
{
Value: 180,
Format: "currency",
},
},
{
{
Value: "2026-03-15",
Format: "date",
},
{
Value: "API Overage — 52,000 extra requests",
},
{
Value: 52,
Format: "number",
},
{
Value: 0.50,
Format: "currency",
},
{
Value: 26,
Format: "currency",
},
},
{
{
Value: "2026-03-15",
Format: "date",
},
{
Value: "Storage Overage — 120 GB above plan",
},
{
Value: 120,
Format: "number",
},
{
Value: 0.15,
Format: "currency",
},
{
Value: 18,
Format: "currency",
},
},
{
{
Value: "2026-03-01",
Format: "date",
},
{
Value: "Annual Loyalty Credit",
},
{
Value: 1,
Format: "number",
},
{
Value: -50,
Format: "currency",
},
{
Value: -50,
Format: "currency",
},
},
{
{
Value: "",
},
},
{
{
Value: "",
},
{
Value: "",
},
{
Value: "",
},
{
Value: "Subtotal",
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
},
},
{
{
Value: "",
},
{
Value: "",
},
{
Value: "",
},
{
Value: "Tax (9.5%)",
Styles: &il.CellStyle{
IsBold: true,
},
},
{
Value: nil,
},
},
{
{
Value: "",
},
{
Value: "",
},
{
Value: "",
},
{
Value: "Total Due",
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 13,
},
},
{
Value: nil,
Styles: &il.CellStyle{
IsBold: true,
FontSizeInPt: 13,
},
},
},
},
Formulas: []il.Formula{
{
Row: 10,
Col: 4,
Expression: "=SUM(E5:E9)",
},
{
Row: 11,
Col: 4,
Expression: "=E11*0.095",
},
{
Row: 12,
Col: 4,
Expression: "=E11+E12",
},
},
MergedCells: []il.MergedCell{
{
StartRow: 0,
StartCol: 0,
EndRow: 0,
EndCol: 4,
},
{
StartRow: 1,
StartCol: 0,
EndRow: 1,
EndCol: 4,
},
{
StartRow: 2,
StartCol: 0,
EndRow: 2,
EndCol: 4,
},
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
{
"name": "Generate Billing Statement",
"nodes": [
{
"parameters": {
"content": "## Generate Billing Statement
Subscription SaaS platforms use this recipe to generate monthly billing statements as XLSX for enterprise customers who need them for internal accounting and procurement. Define your charges, overages, and credits, and let formulas handle subtotals, tax, and totals automatically.
**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "be6af81d-13b3-4e80-baae-ad9f3664031e",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Generate Spreadsheet
Resource: **Sheet Generation**
Configure the Sheet Generation parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
475,
100
],
"id": "7cc399fe-4ffe-41fd-b760-9ba76612417c",
"name": "Step 1 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "0b75aa47-44e7-4fb4-8467-a19847a5e03b",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "sheetGeneration",
"sheetFormat": "xlsx",
"sheetsJson": "[
{
\"name\": \"Statement \u2014 March 2026\",
\"columns\": [
{
\"name\": \"Date\",
\"width\": 14
},
{
\"name\": \"Description\",
\"width\": 40
},
{
\"name\": \"Quantity\",
\"width\": 12
},
{
\"name\": \"Unit Price\",
\"width\": 15
},
{
\"name\": \"Amount\",
\"width\": 15
}
],
\"rows\": [
[
{
\"value\": \"CloudMetrics Inc. \u2014 Billing Statement\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 14
},
\"from_col\": 0,
\"to_col\": 4
}
],
[
{
\"value\": \"Customer: Pinnacle Retail Group | Account #ACT-78412\",
\"from_col\": 0,
\"to_col\": 4
}
],
[
{
\"value\": \"Billing Period: March 1\u201331, 2026 | Due: April 15, 2026\",
\"from_col\": 0,
\"to_col\": 4
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"2026-03-01\",
\"format\": \"date\"
},
{
\"value\": \"Business Plan \u2014 Monthly Subscription\"
},
{
\"value\": 1,
\"format\": \"number\"
},
{
\"value\": 499,
\"format\": \"currency\"
},
{
\"value\": 499,
\"format\": \"currency\"
}
],
[
{
\"value\": \"2026-03-01\",
\"format\": \"date\"
},
{
\"value\": \"Additional Seats (15 seats)\"
},
{
\"value\": 15,
\"format\": \"number\"
},
{
\"value\": 12,
\"format\": \"currency\"
},
{
\"value\": 180,
\"format\": \"currency\"
}
],
[
{
\"value\": \"2026-03-15\",
\"format\": \"date\"
},
{
\"value\": \"API Overage \u2014 52,000 extra requests\"
},
{
\"value\": 52,
\"format\": \"number\"
},
{
\"value\": 0.5,
\"format\": \"currency\"
},
{
\"value\": 26,
\"format\": \"currency\"
}
],
[
{
\"value\": \"2026-03-15\",
\"format\": \"date\"
},
{
\"value\": \"Storage Overage \u2014 120 GB above plan\"
},
{
\"value\": 120,
\"format\": \"number\"
},
{
\"value\": 0.15,
\"format\": \"currency\"
},
{
\"value\": 18,
\"format\": \"currency\"
}
],
[
{
\"value\": \"2026-03-01\",
\"format\": \"date\"
},
{
\"value\": \"Annual Loyalty Credit\"
},
{
\"value\": 1,
\"format\": \"number\"
},
{
\"value\": -50,
\"format\": \"currency\"
},
{
\"value\": -50,
\"format\": \"currency\"
}
],
[
{
\"value\": \"\"
}
],
[
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"Subtotal\",
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null
}
],
[
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"Tax (9.5%)\",
\"styles\": {
\"is_bold\": true
}
},
{
\"value\": null
}
],
[
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"\"
},
{
\"value\": \"Total Due\",
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 13
}
},
{
\"value\": null,
\"styles\": {
\"is_bold\": true,
\"font_size_in_pt\": 13
}
}
]
],
\"formulas\": [
{
\"row\": 10,
\"col\": 4,
\"expression\": \"=SUM(E5:E9)\"
},
{
\"row\": 11,
\"col\": 4,
\"expression\": \"=E11*0.095\"
},
{
\"row\": 12,
\"col\": 4,
\"expression\": \"=E11+E12\"
}
],
\"merged_cells\": [
{
\"start_row\": 0,
\"start_col\": 0,
\"end_row\": 0,
\"end_col\": 4
},
{
\"start_row\": 1,
\"start_col\": 0,
\"end_row\": 1,
\"end_col\": 4
},
{
\"start_row\": 2,
\"start_col\": 0,
\"end_row\": 2,
\"end_col\": 4
}
]
}
]",
"sheetStylesJson": "{
\"header\": {
\"font_family\": \"Helvetica\",
\"font_size_in_pt\": 11,
\"is_bold\": true,
\"background_color\": \"#4A148C\",
\"font_color\": \"#FFFFFF\"
},
\"body\": {
\"font_family\": \"Helvetica\",
\"font_size_in_pt\": 11,
\"font_color\": \"#333333\"
}
}"
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "59d8c1e0-1c23-4ef6-8ac9-601d193c7516",
"name": "Generate Spreadsheet",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Generate Spreadsheet",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
Generate an XLSX billing statement for [customer name]. Use the generate_sheet tool with format "xlsx" and these columns:
- Date (date, width 14)
- Description (text, width 40)
- Quantity (number, width 12)
- Unit Price (currency, width 15)
- Amount (currency, width 15)
Include a merged header with [company name], customer and account info, billing period, subscription charges, overage line items, credits, and subtotal/tax/total formulas.
{
"success": true,
"data": {
"buffer": "UEsDBBQAAAAIAA...",
"mime_type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
}