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