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What your repeating invoices will bill
Built from the sample book on each visit. Nothing is connected or stored.
On a connected book this view, every invoice line and the template list download as CSV files.
Forecast by contact
| Contact · AUD · ex GST | Nov 2026from 15th | Dec 2026 | Jan 2027 | Feb 2027 | Mar 2027 | Apr 2027 | May 2027 | Jun 2027 | Jul 2027 | Aug 2027 | Sep 2027 | Oct 2027 | Nov 2027to 14th | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Banksia Ridge Fitness1 template | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 1,250 | 0 | 15,000 |
| Wattlebird Swim School1 template | 0 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 520 | 6,240 |
| Mangrove Point Apartments1 template | 0 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 515 | 6,180 |
| Tallowwood Golf Club1 template | 0 | 1,480 | 0 | 0 | 1,480 | 0 | 0 | 1,480 | 0 | 0 | 1,480 | 0 | 0 | 5,920 |
| Bottlebrush Court Body Corporate1 template | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 385 | 0 | 4,620 |
| Cassowary Creek Caravan Park1 template | 0 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 359 | 4,309 |
| Frangipani Day Spa1 template | 0 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 272 | 3,262 |
| Paperbark Holiday Units1 template | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 226 | 0 | 2,716 |
| Ironbark Hydro Physio1 template | 0 | 640 | 640 | 640 | 640 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,560 |
| Lillypilly Lane Townhouses1 template | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 163 | 0 | 1,958 |
| Kookaburra Rise Retreat1 template | 0 | 314 | 0 | 0 | 314 | 0 | 0 | 314 | 0 | 0 | 314 | 0 | 0 | 1,255 |
| Jacaranda Gardens Childcare1 template | 172 | 172 | 172 | 172 | 172 | 172 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,031 |
| Total ex GST | 2,196 | 6,296 | 4,502 | 4,502 | 6,296 | 3,862 | 3,690 | 5,484 | 3,690 | 3,690 | 5,484 | 3,690 | 1,666 | 55,051 |
Notes on what is counted
Invoices dated 15 Nov 2026 to 14 Nov 2027, by invoice month, ex GST, at current prices.
12 active sales templates: 11 approved, 1 draft
How the forecast works
- Each template's invoice dates are stepped forward from Xero's next invoice date using its schedule, and stop at its end date.
- Amounts are excluding GST — change it with the switch beside the organisation's name — at today's prices, unless you add a what-if change. Each currency is totalled separately. Including GST, each line's GST is the amount Xero calculated for it; a line Xero gives no GST amount for is shown as entered on the template and marked “as entered”, never guessed.
- Draft templates raise draft invoices that still need approving in Xero — choose “Approved only” to leave them out.
- “In the month invoiced” shows what will be invoiced and when: annual invoices appear in the month they are raised.
- “Spread” shares each invoice equally across the months it pays for (weekly schedules by days), assuming invoices are raised in advance for the period starting on the invoice date. Earlier invoices are counted back to the template's start date at today's prices. It is an estimate to plan with, not revenue recognition for your accounts.
- Account view shows account codes; supplier-bill templates are not included.