Houzz Pro Help CenterFinancial Documents
Financial Documents
Document Settings
How to Use Email Templates When Sending Your DocumentsStatus Breakdown for Estimates, Proposals, Invoices and Purchase OrdersHow to Customize What Your Client Sees on Financial DocumentsHow to Comment on Documents in Houzz ProHow to Use the Markup Calculator on Houzz ProHow to Show MSRP Discounts to ClientsHow to Print or Download Your DocumentsHow to Use Automations on DocumentsHow to Add a DiscountHow to Delete or Archive a DocumentHow to Use Memo Templates on Your DocumentsHow to Use Terms & Conditions Templates on Your DocumentsHow to Edit Your Document Settings
Estimates
How to Save Your Estimates as TemplatesSet One Markup for All Items on an EstimateHow to Create Estimates on the Mobile AppHow to Merge Estimates, Invoices or Change OrdersHow to Upload Existing EstimatesHow to Approve Per Line Item on Estimates & ProposalsHow to Create Scheduled Payments on EstimatesHow to Move Estimate Line Items From Excel to Houzz ProHow to Add Custom Columns, Line Item Descriptions, and ImagesHow to Use AI to Convert an Estimate to a ScheduleHow to Use Allowances on Houzz ProHow to Structure Estimates for Real Tracking — Best PracticesHow to Create Assemblies on Estimates and InvoicesHow to Create an Estimate in Minutes
Invoices
How to Use Invoices on the Mobile AppHow to Void an Issued InvoiceRounding LogicHow to Use Progressive Invoicing to Leverage Your PaymentsHow to Merge Estimates, Invoices or Change OrdersHow to Create Scheduled Payments on InvoicesHow to Add Custom Columns, Line Item Descriptions, and ImagesHow to Issue an InvoiceHow to Create Assemblies on Estimates and InvoicesHow to Create an Invoice
Purchase Orders
Video Tutorials
