How to Create an Invoice
We understand how difficult it can be to run an accrual business. Never knowing exactly how much cash flow you have, paying VAT before you collect payments, and keeping track of your payment milestones can get complicated.
With Houzz Pro, you can create invoices from scratch, from template, or by converting both approved and unapproved estimates and proposals. This lets you easily schedule future payments and ensures you get paid on time.
An invoice code will be generated when you create an invoice, so you can reference the invoice with team members, clients, and bookkeepers, even before issuing it.
How to Create an Invoice from an Estimate/Proposal
Watch this video tutorial to learn how to issue an invoice:
00:17 - Create an invoice from an estimate/proposal
00:54 - Issue an invoice
00:56 - Choose whether or not to issue an invoice upon sending
01:27 - Send an invoice to your client
01:41 - Issue an invoice after you’ve sent it and made edits
02:14 - Issued invoice will be synced if you’re integrated with QuickBooks Online (not available in Ireland)
You can create an invoice for an entire estimate or proposal or for selected line items. To create an invoice for selected line items, open the estimate or proposal and check off the categories or specific line items you want to invoice.
Your invoice will include all the information from the line items you selected. You can update the quantities and prices as well as make any additional edits before sharing the invoice with your client.
Line items on payment invoices that are in Draft or Sent status can still be removed. Removing a line item from an invoice will return that item to the estimate or proposal so you can create an invoice later on.
You can leave the default name for your invoice or click the field to choose your own name. Setting a particular name can help you differentiate between payment requests later on.
You can also create a new Invoice from the Invoices tab in your project. Simply click on the "New Invoice" button to get started.
Looking for info on how to create an invoice from your Time and Expenses entries? Check out this article on managing time and expenses.
Need additional help? Contact our support team.