Houzz Pro Help CentreFinancial Documents
Financial Documents
Document Settings
How to Comment on Documents in Houzz ProStatus Breakdown for Estimates, Proposals, Invoices and Purchase OrdersHow to Add a DiscountHow to Use Email Templates When Sending Your DocumentsHow to Customise What Your Client Sees on Financial DocumentsHow to Use Automations on DocumentsHow to Show RRP Discounts to ClientsHow to Edit Your Document SettingsHow to Print or Download Your DocumentsHow to Delete or Archive a DocumentHow to Calculate MarginHow to Use the Markup CalculatorHow to Use Memo Templates on Your DocumentsHow to Use Terms & Conditions Templates on Your Documents
Estimates
How to Approve Per Line Item on Estimates & ProposalsHow to Use the Average Price Library in Houzz ProHow to Convert an Estimate to a ScheduleHow to Set Up Cost Codes in Houzz ProHow to Create Estimates on the Mobile AppHow to Save Your Estimates as TemplatesHow to Upload Existing EstimatesSet One Markup for All Items on an EstimateHow to Merge Estimates, Invoices and Change OrdersHow to Move Estimate Line Items From Excel to Houzz ProHow to Create Scheduled Payments on EstimatesWhere to Use Cost Codes in Houzz ProHow to Add Custom Columns, Line Item Descriptions, and ImagesHow to Create Assemblies on Estimates and InvoicesHow to Create an Estimate in MinutesHow to Structure Estimates for Real Tracking – Best Practices
Invoices
Rounding LogicHow to Use Invoices on the Mobile AppHow to Issue an InvoiceHow to Merge Estimates, Invoices and Change OrdersHow to Void an Issued InvoiceHow to Create Scheduled Payments on InvoicesHow to Use Progressive Invoicing to Leverage Your PaymentsHow to Add Custom Columns, Line Item Descriptions, and ImagesHow to Create an InvoiceHow to Create Assemblies on Estimates and Invoices