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