Are payment records stored with the property history?
Category: Payment
Are payment records stored with the property history?
Not exactly. Payment records are linked to the property, but they are not stored inside the property record itself.
What this means
The property record keeps property details.
The invoice or payment record keeps billing and payment details.
PropBot connects them using the property or jobsite reference.
In simple terms
If a payment is related to a property:
PropBot saves the payment in the invoice or payment history.
PropBot links that record to the right property.
You can open the property later and see the related work or billing context.
Where to look
Use My Invoices to see invoice history.
Use My Purchases to see payment history.
Use My Properties to view property records.
Use Projects if the payment is tied to project work.
Good to know
Property history and payment history are related, but they are not the same thing.
This keeps the property record clean and makes billing easier to track.
Jobsite and invoice details can still be connected to the right property for reporting and support.
If you need help finding a specific record, contact Support.
Important URLs Referenced
Is this documentation helpful?
Sign in to vote on this FAQ.
Be the first to vote.