Ratelift

For Xero · repeating invoices

See what your Xero repeating invoices will bill next year

Xero has no report of what a book of repeating invoices is worth going forward. Ratelift shows 12, 24 or 36 months, by customer, in about a minute. Then try a price rise and see what it adds.

See my forecast, free

Connect to Xero

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

The forecast only reads your templates. No card.

Look at a sample forecast first

Sample figures.

  1. 1. See the year ahead

    Every template, month by month. Group by customer, account or template. Download it as a spreadsheet.

    Free

  2. 2. Try a price rise

    Pick a percentage and a start date. See what it adds before you decide anything.

    Free

  3. 3. Put it on every template

    Check every new price, then press Apply. Ratelift writes each template and checks it. Undo is free for 7 days.

    First job of up to five templates free, then a fee per job

Questions people ask

How do I forecast what my Xero repeating invoices will bill?

Connect Ratelift to your Xero organisation and open Forecast. It steps each repeating invoice template forward from its next invoice date on its own schedule, and stops at its end date. Choose 12, 24 or 36 months, with amounts in the month they are invoiced or spread over the period each invoice covers.

Does it show recurring revenue by customer?

Yes. Group the forecast by contact to see what each customer's repeating invoices will bill, month by month. You can also group by naming pattern, account code, currency or template, and each currency is totalled on its own.

Can I see what a price rise would add before I make it?

Yes. Pick a percentage and the date it starts, and the forecast shows the new total beside today's and what the rise adds over the months shown. When the figure looks right, Set up this price rise takes the percentage and the date to the price-change screen.

Does the forecast change anything in Xero?

No. The forecast reads your templates and writes nothing, and nothing is stored. Prices change only if you set up a price change, check every new price and press Apply.

Can I download the forecast?

Yes. Any view downloads as a CSV file, and so do every invoice line and the list of templates. The downloads are always ex tax.

What does it cost?

The forecast is free and needs no job, because it only reads. Your first job of up to five templates is free, with no card to enter; after that it is a flat fee per job, by the number of templates it writes.

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