Xero’s repeating invoices list tells you what is scheduled. It does not tell you what that schedule is worth over the next 12 months — and it certainly won’t group that by GL account or by customer.
What the Invoice X report does
It walks every authorised repeating template forward from its next scheduled date and sums each occurrence into the month it falls due. You choose:
- Grouping — by Xero GL account, by customer, or by currency.
- Horizon — 12, 24 or 36 months.
- Basis — what Xero holds today, or what it would be with your pending price change applied.
Drafts, deleted templates and anything past its end date are left out. Amounts are shown as Xero holds them.
Why “with the pending change” matters
The most useful moment to look at this report is right after you have staged a price rise but before you push it. Toggle between “current” and “with the pending change” and you can see exactly what the rise adds, month by month, per customer — then decide whether to commit.
Export
Every view exports to CSV, so the forecast can go straight into a board pack or a model.
Getting the report
The forecast comes with every Invoice X plan — $29 a month for up to five users. It reads the same book you bulk-edit prices on, so the “with pending change” view is your actual staged price run, not an estimate.