Overview
The Invoice Forecast Tool helps you preview future invoices before they are generated. By selecting a target date, you can see which invoice lines are expected to be invoiced—covering both committed invoice lines and invoice lines generated from renewal periods.
This allows you to understand upcoming invoicing across the full lifecycle of an order, not just the current committed term. The forecast supports long-term planning by including renewal periods automatically and simulates invoice creation as if the selected target date were used in the Invoice Batches tool.
Where to Find the Invoice Forecast
Access the Invoice Forecast from the Invoice table:
Invoices → Invoice table → three dots (⋮) in the top-right corner → Invoice Forecast
What the Invoice Forecast Shows
A forward-looking view of invoice lines expected to be invoiced by a selected target date
One row per invoice line (a single invoice may appear as multiple rows)
Forecasted invoice lines for both committed charges and renewal periods
Calculated Cash Dates and Suggested Invoice Dates based on billing and payment rules
Using the Invoice Forecast
Step 1: Open the Invoice Forecast
Go to Invoices from the left-hand menu.
In the Invoice table, click the three dots (⋮) in the top-right corner.
Select Invoice Forecast.
Step 2: Choose a Target Date
Select a target date to define how far into the future you want to forecast invoices.
You can forecast invoices up to five years ahead.
The forecast reflects what would be invoiced if this target date were used to generate invoice batches.
Step 3: Apply Forecast Filters (Optional)
Use filters to tailor the forecast view:
Committed only – shows invoice lines from active committed charges
Renewals only – shows invoice lines from renewal periods
Committed and renewals – shows both for a complete forecast
Step 4: Review the Forecast Results
The forecast includes:
Invoice lines for billable periods only, including renewals
Consistent calculations for advance and arrears billing
Automatically calculated Cash Dates and Suggested Invoice Dates
These calculations are designed to reflect expected billing timing and cash collection.
Understanding Cash Date
The Cash Date represents the date when payment is expected to be received.
It is calculated based on how billing timing is interpreted:
Advance billing assumes you want to receive payment before the service is delivered.
Arrears billing assumes you invoice after the service period has ended, and payment is collected based on the agreed payment terms.
Cash Date Calculation
In Advance Billing
Cash Date = Service period start date – 1 day
In Arrears Billing
Cash Date = Service period end date + 1 day + payment term days
Understanding Suggested Invoice Date
The Suggested Invoice Date indicates when an invoice should be generated in order to achieve the expected Cash Date.
It is derived directly from the Cash Date and reflects when invoicing needs to occur to meet that payment expectation.
Suggested Invoice Date Calculation
In Advance Billing
Suggested Invoice Date = Cash Date – payment term days
In Arrears Billing
Suggested Invoice Date = Service period end date + 1 day
Limitations and Important Notes
The forecast is a point-in-time view.
Results may change if orders, charges, service periods, or payment terms are updated after the forecast is generated.
The Invoice Forecast does not generate invoices—it only provides a preview.
Error Handling
Any errors shown in the Invoice Forecast (such as missing or misconfigured data) will also occur during invoice batch generation.
Resolving these issues in advance helps ensure a smooth and successful invoicing process.