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