Houzz Pro Help CentreFinancial Documents

Financial Documents

How to Use AI to Create Financial Documents

Document Settings

How to Use Memo Templates on Your Documents How to Comment on Documents in Houzz Pro Status Breakdown for Estimates, Proposals, Invoices and Purchase Orders How to Print Your Document How to Delete or Archive a Document How to Use the Markup Calculator on Houzz Pro How to Use Email Templates When Sending Your Documents How to Edit Your Document Settings How to Use Terms & Conditions Templates on Your Documents How to Add a Discount How to Customise What Your Client Sees on Financial Documents How to Use Automations on Documents

Estimates

How to Upload Existing Estimates How to Add Custom Columns, Line Item Descriptions, and Images How to Move Estimate Line Items From Excel to Houzz Pro How to Save Your Estimates as Templates Set One Markup for All Items on an Estimate How to Create Estimates on the Mobile App How to Merge Estimates, Invoices and Variation Orders How to Use AI to Convert an Estimate to a Schedule How to Create Assemblies on Estimates and Invoices How to Create an Estimate in Minutes How to Approve Per Line Item on Estimates & Proposals How to Create Scheduled Payments on Estimates

Invoices

Rounding Logic How to Issue an Invoice How to Merge Estimates, Invoices and Variation Orders How to Void an Issued Invoice How to Use Invoices on the Mobile App How to Create Assemblies on Estimates and Invoices How to Create an Invoice How to Use Progressive Invoicing to Leverage Your Payments How to Create Scheduled Payments on Invoices

Purchase Orders

How to Merge Purchase Orders How to Add an Additional Address for a PO How to Create Purchase Orders

Variation Orders

How to Create Variation Orders on the Mobile App How to Merge Estimates, Invoices and Variation Orders How to Create and Send Variation Orders