Invoices are raised against a tenancy or a booking, so what you bill matches what happened in the building.

Raising one

Finance → New Invoice. Choose the company, the lines and the dates. Tenancy invoices pick up the rent and term from the contract; booking invoices pick up the room, the hours and the rate.

Set the CategoryRent, Service Charge, Booking or Sundry. It decides which Xero account the money posts to, so it is worth getting right at the point of raising rather than fixing in the ledger later. See Connecting Xero.

Creating an invoice Screenshot to be added
Creating an invoice

Bulk and recurring

Raise the month's rent invoices in one run rather than one at a time. Recurring charges follow the tenancy, so a renewal at a new rent bills at the new rent without anyone editing a template.

Payment

Tenants can pay monthly or settle upcoming periods in advance, and the record against the tenancy shows what is paid and what is outstanding. Card payment is available where you have Stripe connected.

Into Xero

Depending on the direction you chose, the invoice either lands in Xero approved, or WorkHub keeps a draft of one raised in Xero. Payment status flows back either way, so the WorkHub view of who owes what stays true.

Chasing

Use Xero for statements and chasing — it is what your accountant already works in, and WorkHub deliberately does not try to replace it.