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

Ready to do this on your own book? Connect to Xero. Your first job of up to five templates is free, and no card is needed.

Connect to Xero

You'll be asked to choose which Xero organisation to connect.

What your repeating invoices will bill

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

Next 12 months, inc VAT

122436

£108,068.40

About £9,005.70 a month.

32 templates, 363 invoices · includes £6,480.00 from draft templates

Tap or hover over a bar to see its month.

Try a price rise

+3%+5%+8%+10%
Other
%

Pick a percentage to see what it adds.

More options
Reset

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

Forecast by contact

Contact · GBP · inc VATNov 2026from 14thDec 2026Jan 2027Feb 2027Mar 2027Apr 2027May 2027Jun 2027Jul 2027Aug 2027Sep 2027Oct 2027Nov 2027to 13thTotal
Meadowsweet Care Home1 template086486486486486486486486486486486486410,368
Copperleaf Design Studio1 template07807807807807807807807807807807807809,360
Violet Hair Studio1 template72072072072072072072072072072072072008,640
Birchwood Bowls Club1 template05765765765765765765765765765765765766,912
Oakmoss Interiors1 template54054054054054054054054054054054054006,480
Greystone Lettings1 template05085085085085085085085085085085085086,091
Foxglove Pharmacy1 template47447447447447447447447447447447447405,688
Thistle Architects1 template03963963963963963963963963963963963964,752
Juniper Yoga1 template37237237237237237237237237237237237204,464
Fernleigh Dog Walking1 template31231231231231231231231231231231231203,744
Harbourline Marine1 template033633633633633633633633633633633603,696
Northgate Dental1 template02882882882882882882882882882882882883,456
Elmbrook Tutors1 template26426426426426426426426426426426426403,168
Wrenfield Couriers1 template25225225225225225225225225225225225203,024
Ivyhurst Accountants1 template02222222222222222222222222222222222222,664
Acorn & Ash Gardening1 template21621621621621621621621621621621621602,592
Pebble & Pine Spa1 template0624006240062400624002,496
Larkspur Nursery1 template01861861861861861861861861861861861862,232
Dandelion Childcare1 template17317317317317317317317317317317317302,074
Inkwell Bookkeeping1 template16816816816816816816816816816816816802,016
Umbercroft Vets1 template01541541541541541541541541541541541541,843
Rosehip Catering1 template13813813813813813813813813813813813801,656
Kestrel Fitness1 template01,440000000000001,440
Driftwood Holiday Lets1 template01141141141141141141141141141141141141,368
Zephyr Print1 template011911911911911911911911911911911901,307
Lindenfold Farm Shop1 template10710710710710710710710710710710710701,282
Hollyhock Florists1 template10210210210210210210210210210210210201,224
Yarrow Physio1 template09090909090909090909090901,080
Maplewood Cafe1 template0838383838383838383838383994
Saffron Kitchen1 template0707070707070707070707070835
Bluebell Window Cleaning1 template5050505050505050505050500605
Cobalt Security1 template0434343434343434343434343518
Total inc VAT3,88810,7808,7168,7169,3408,7168,7169,3408,7168,7169,3408,7164,373108,068
Notes on what is counted

Invoices dated 14 Nov 2026 to 13 Nov 2027, by invoice month, inc 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 including 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.