Houzz Pro Help CentreFinancial Documents
Financial Documents
Document Settings
How to Use Email Templates When Sending Your DocumentsHow to Add a DiscountStatus Breakdown for Estimates, Proposals, Invoices and Purchase OrdersHow to Print Your DocumentHow to Use Automations on DocumentsHow to Use Memo Templates on Your DocumentsHow to Use Terms & Conditions Templates on Your DocumentsHow to Use the Markup Calculator on Houzz ProHow to Edit Your Document SettingsHow to Delete or Archive a Document
Estimates
How to Approve Per Line Item on EstimatesHow to Save Your Estimates as TemplatesHow to Merge Estimates, Invoices and Change OrdersHow to Upload Existing EstimatesHow to Move Estimate Line Items From Excel to Houzz ProSet One Markup for All Items on an EstimateHow to Create Scheduled Payments on EstimatesHow to Add Custom Columns, Line Items, Descriptions and ImagesHow to Customise What Your Client Sees on Your EstimateHow to Create an Estimate in MinutesHow to Create Assemblies on Estimates and InvoicesWhere to Use Cost Codes in Houzz ProHow to Set Up Cost Codes in Houzz Pro