PropbotPropbot

PropBot Learning

Invoices Learning Guide

Learn how PropBot helps people create, send, review, and pay invoices.

Create an accountBrowse FAQs

Watch the primer

Get the big picture before exploring the details.

Learn About Invoices

PropBot invoices help people and organizations create quotes, request payment, and track billing work.

What You Can Do

  • Create a draft before sending it.
  • Send a quote for review.
  • Send an invoice for payment.
  • Keep line items, billing details, and the jobsite together.
  • Review payment status and receipts.

Note: Public learning content explains the invoice workflow. Never share private billing details in a public question or video.

Public Questions

See PropBot FAQs for public questions about invoices, quotes, and payment workflows.

Public Invoice Questions

What are invoices for?

Invoices help people and organizations create quotes, request payment, and track billing work.

What is the difference between a draft, quote, and invoice?

A draft is for preparing and editing. A quote is for review before payment. An invoice is ready for payment.

Why does an invoice need a jobsite?

The jobsite shows where the work or property-related activity belongs. It helps both sides understand what the invoice is about.

Why can the billing address and jobsite be different?

The billing address identifies who receives the bill. The jobsite identifies where the work happens.

Can a public viewer pay an invoice?

Sometimes. Public payment is available only when the invoice allows it and is ready for payment.

What does request changes mean?

Request changes lets a reviewer ask the sender to update an invoice before payment.

What happens after I pay an invoice?

The invoice is marked paid after the payment is confirmed. It may then become read-only while remaining available as a receipt.

Browse all public PropBot FAQs