Houzz Pro Help CenterFinancial Documents

Financial Documents

How to Comment on Documents in Houzz Pro How to Create Contracts in Houzz Pro

How to Customize Your Cost Type in Financial Documents How to Use AI to Create Financial Documents

Document Settings

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

Estimates

How to Save Your Estimates as Templates How to Create Scheduled Payments on Estimates How to Add Custom Columns, Line Item Descriptions, and Images How to Merge Estimates, Invoices or Change Orders How to Move Estimate Line Items From Excel to Houzz Pro How to Create an Estimate in Minutes How to Customize What Your Client Sees on Your Estimate Set One Markup for All Items on an Estimate How to Upload Existing Estimates How to Approve Per Line Item on Estimates How to Create Assemblies on Estimates and Invoices

Invoices

Rounding Logic How to Create Scheduled Payments on Invoices How to Issue an Invoice How to Use Progressive Invoicing to Leverage Your Payments How to Void an Issued Invoice How to Create an Invoice

Purchase Orders

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

Change Orders

How to Create and Send Change Orders

Video Tutorials