Houzz Pro Help CentreFinancial Documents

Financial Documents

How to Comment on Documents in Houzz Pro How to Use AI to Create Financial Documents

How to Create Contracts in Houzz Pro

Document Settings

How to Use Email Templates When Sending Your Documents How to Add a Discount Status Breakdown for Estimates, Proposals, Invoices and Purchase Orders How to Print Your Document How to Use Automations on Documents How to Use Memo Templates on Your Documents How to Use Terms & Conditions Templates on Your Documents How to Use the Markup Calculator on Houzz Pro How to Edit Your Document Settings How to Delete or Archive a Document

Estimates

How to Approve Per Line Item on Estimates How to Save Your Estimates as Templates How to Merge Estimates, Invoices and Change Orders How to Upload Existing Estimates How to Move Estimate Line Items From Excel to Houzz Pro Set One Markup for All Items on an Estimate How to Create Scheduled Payments on Estimates How to Add Custom Columns, Line Items, Descriptions and Images How to Customise What Your Client Sees on Your Estimate How to Create an Estimate in Minutes How to Create Assemblies on Estimates and Invoices Where to Use Cost Codes in Houzz Pro How to Set Up Cost Codes in Houzz Pro

Invoices

Rounding Logic How to Void an Issued Invoice How to Issue an Invoice How to Use Progressive Invoicing to Leverage Your Payments How to Create Scheduled Payments on Invoices How to Create an Invoice

Purchase Orders

How to Merge Purchase Orders How to Add an Additional Address for a PO How to Create Purchase Orders

Change Orders

How to Create and Send Change Orders

Cost Codes