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 24 months, ex VAT

122436

£180,493.00

About £7,520.54 a month.

First 12 months £90,057.00 · 32 templates, 728 invoices · includes £10,800.00 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 2027Dec 2027Jan 2028Feb 2028Mar 2028Apr 2028May 2028Jun 2028Jul 2028Aug 2028Sep 2028Oct 2028Nov 2028to 13thTotal
Meadowsweet Care Home1 template072072072072072072072072072072072072072072072072072072072072072072072072017,280
Copperleaf Design Studio1 template065065065065065065065065065065065065065065065065065065065065065065065065015,600
Violet Hair Studio1 template600600600600600600600600600600600600600600600600600600600600600600600600014,400
Birchwood Bowls Club1 template048048048048048048048048048048048048048048048048048048048048048048048048011,520
Oakmoss Interiors1 template450450450450450450450450450450450450450450450450450450450450450450450450010,800
Greystone Lettings1 template042342342342342342342342342342342342342342342342342342342342342342342342310,152
Foxglove Pharmacy1 template39539539539539539539539539539539539539539539539539539539539539539539539509,480
Thistle Architects1 template03303303303303303303303303303303303303303303303303303303303303303303303307,920
Juniper Yoga1 template31031031031031031031031031031031031031031031031031031031031031031031031007,440
Harbourline Marine1 template028028028028028028028028028028028028028028028028028028028028028028028006,440
Fernleigh Dog Walking1 template26026026026026026026026026026026026026026026026026026026026026026026026006,240
Northgate Dental1 template02402402402402402402402402402402402402402402402402402402402402402402402405,760
Elmbrook Tutors1 template22022022022022022022022022022022022022022022022022022022022022022022022005,280
Wrenfield Couriers1 template21021021021021021021021021021021021021021021021021021021021021021021021005,040
Ivyhurst Accountants1 template01851851851851851851851851851851851851851851851851851851851851851851851854,440
Acorn & Ash Gardening1 template18018018018018018018018018018018018018018018018018018018018018018018018004,320
Pebble & Pine Spa1 template052000520005200052000520005200052000520004,160
Larkspur Nursery1 template01551551551551551551551551551551551551551551551551551551551551551551551553,720
Dandelion Childcare1 template14414414414414414414414414414414414414414414414414414414414414414414414403,456
Inkwell Bookkeeping1 template14014014014014014014014014014014014014014014014014014014014014014014014003,360
Umbercroft Vets1 template01281281281281281281281281281281281281281281281281281281281281281281281283,072
Rosehip Catering1 template11511511511511511511511511511511511511511511511511511511511511511511511502,760
Kestrel Fitness1 template01,200000000000001,200000000000002,400
Driftwood Holiday Lets1 template09595959595959595959595959595959595959595959595952,280
Zephyr Print1 template0999999999999999999999999999999999999999999999902,277
Lindenfold Farm Shop1 template89898989898989898989898989898989898989898989898902,136
Hollyhock Florists1 template85858585858585858585858585858585858585858585858502,040
Yarrow Physio1 template07575757575757575757575757575757575757575757575751,800
Maplewood Cafe1 template06969696969696969696969696969696969696969696969691,656
Saffron Kitchen1 template05858585858585858585858585858585858585858585858581,392
Bluebell Window Cleaning1 template42424242424242424242424242424242424242424242424201,008
Cobalt Security1 template0363636363636363636363636363636363636363636363636864
Total ex VAT3,2408,9837,2637,2637,7837,2637,2637,7837,2637,2637,7837,2637,2638,9837,2637,2637,7837,2637,2637,7837,2637,2637,7837,2633,644180,493
Notes on what is counted

Invoices dated 14 Nov 2026 to 13 Nov 2028, 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.