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