Sample data. Nothing here is connected to Xero.
Rateliftratelift.appSample Ltd

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What your repeating invoices will bill

Built from the sample book on each visit. Nothing is connected or stored.

Next 12 months, ex VAT

122436

£90,057.00

About £7,504.75 a month.

32 templates, 363 invoices · includes £5,400.00 from draft templates

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On a connected book this view, every invoice line and the template list download as CSV files.

Forecast by contact

Contact · GBP · ex VATNov 2026from 14thDec 2026Jan 2027Feb 2027Mar 2027Apr 2027May 2027Jun 2027Jul 2027Aug 2027Sep 2027Oct 2027Nov 2027to 13thTotal
Meadowsweet Care Home1 template07207207207207207207207207207207207208,640
Copperleaf Design Studio1 template06506506506506506506506506506506506507,800
Violet Hair Studio1 template60060060060060060060060060060060060007,200
Birchwood Bowls Club1 template04804804804804804804804804804804804805,760
Oakmoss Interiors1 template45045045045045045045045045045045045005,400
Greystone Lettings1 template04234234234234234234234234234234234235,076
Foxglove Pharmacy1 template39539539539539539539539539539539539504,740
Thistle Architects1 template03303303303303303303303303303303303303,960
Juniper Yoga1 template31031031031031031031031031031031031003,720
Fernleigh Dog Walking1 template26026026026026026026026026026026026003,120
Harbourline Marine1 template028028028028028028028028028028028003,080
Northgate Dental1 template02402402402402402402402402402402402402,880
Elmbrook Tutors1 template22022022022022022022022022022022022002,640
Wrenfield Couriers1 template21021021021021021021021021021021021002,520
Ivyhurst Accountants1 template01851851851851851851851851851851851852,220
Acorn & Ash Gardening1 template18018018018018018018018018018018018002,160
Pebble & Pine Spa1 template0520005200052000520002,080
Larkspur Nursery1 template01551551551551551551551551551551551551,860
Dandelion Childcare1 template14414414414414414414414414414414414401,728
Inkwell Bookkeeping1 template14014014014014014014014014014014014001,680
Umbercroft Vets1 template01281281281281281281281281281281281281,536
Rosehip Catering1 template11511511511511511511511511511511511501,380
Kestrel Fitness1 template01,200000000000001,200
Driftwood Holiday Lets1 template09595959595959595959595951,140
Zephyr Print1 template0999999999999999999999901,089
Lindenfold Farm Shop1 template89898989898989898989898901,068
Hollyhock Florists1 template85858585858585858585858501,020
Yarrow Physio1 template0757575757575757575757575900
Maplewood Cafe1 template0696969696969696969696969828
Saffron Kitchen1 template0585858585858585858585858696
Bluebell Window Cleaning1 template4242424242424242424242420504
Cobalt Security1 template0363636363636363636363636432
Total ex VAT3,2408,9837,2637,2637,7837,2637,2637,7837,2637,2637,7837,2633,64490,057
Notes on what is counted

Invoices dated 14 Nov 2026 to 13 Nov 2027, by invoice month, ex VAT, at current prices.

32 active sales templates: 31 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 VAT — 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 VAT, each line's VAT is the amount Xero calculated for it; a line Xero gives no VAT 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.