How to Create Scheduled Payments on Proposals

Within proposals on Houzz Pro, you can easily create a custom payment schedule to ensure you get paid when you need to.

You can create a payment schedule on any proposal draft, but once a proposal has been approved/declined, invoiced/partially invoiced, or paid, you can no longer add, edit or delete scheduled payments.

To Start:

1. Open up the relevant proposal. You can access all your proposals by selecting the Search icon, and then clicking on All Proposals. You can also access your proposal in the project by selecting the Projects icon, clicking the relevant project, and then selecting Proposals from the left menu (as shown).

2. Once in your proposal, scroll down to the Payments section of the document. To start, it will be empty. Click on either Schedule a Payment or Request a Deposit to start creating a payment schedule.

How to Request a Deposit

If you would like your client to pay a deposit, click on Request a Deposit. A screen will pop up where you can input the deposit details, including name, amount — either a price or percentage amount — payment terms, and payment due date. Once complete, click Create.

Your scheduled deposit will now show in the Payments section.

How to Schedule a Payment

If you would like to schedule a payment instead of a deposit, click on Schedule a Payment. If you would like to schedule multiple payments, simply click Schedule a Payment again to create a new line.

The payment will automatically appear in the Payments section — you can adjust the name, amount, payment terms and due date directly in the document by clicking the relevant line.

If you have multiple payments and would like to reorder them, just click and drag a payment until it's in the order you need.

For the payment amount, you can adjust the dropdown to either select a price amount or a percentage. Make your adjustments, and click the check mark to save.

Once your payment schedule is complete, click Save as Default if you would like to have these payment settings automatically pre-filled on future proposals.

How to Edit or Delete a Payment

If you need to make a change to a payment or deposit, you can easily adjust the payment details directly in the document by clicking the relevant line and making your changes.

If you need to delete a payment or deposit, hover over the payment and click on the three dots icon on the right. From there, select Delete Payment.

How to Log a Payment

You will need to manually log each payment you receive. Click on Log Payment in the Payments section, or read this article to learn more about logging payments: How to Log a Payment

Share Payment Schedule

After you enter the details for the scheduled payments, click on Preview to see how your client will view the proposal. If you are happy with the format, click Send to share with your client.

Your client can easily pay each scheduled payment by clicking on the link they receive when the proposal is sent.

Apply Proposal Payments to Invoice

Whether or not you have logged a payment on your proposal, you can easily create an invoice for the remaining balance. To create an invoice, simply click on the Create Invoice button at the top of your proposal.

You can also invoice a specific line item on your proposal. To do this, go to the line item, and select the three dots icon on the right side. From the dropdown, select Create, then Create Invoice.

Now you see the created invoice. In the Payments section, you see the already paid proposal payments, if any, as well as the scheduled payments for the remaining amount.

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