Houzz Pro Help CentreFinancial Documents
Financial Documents
Document Settings
How to Use Email Templates When Sending Your DocumentsStatus Breakdown for Estimates, Proposals, Invoices and Purchase OrdersHow to Add a DiscountHow 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 Edit Your Document SettingsHow to Delete or Archive a Document
Estimates
How to Upload Existing EstimatesHow to Save Your Estimates as TemplatesHow to Approve Per Line Item on Estimates and ProposalsHow to Move Estimate Line Items From Excel to Houzz ProHow to Merge Estimates, Invoices and Variation OrdersSet One Markup for All Items on an EstimateHow to Create Scheduled Payments on EstimatesHow to Add Custom Columns, Line Item Descriptions, and ImagesHow to Create an Estimate in MinutesHow to Customise What Your Client Sees on Your EstimateHow to Create Assemblies on Estimates and Invoices