One consolidated view of all payments received, amounts invoiced, and remaining liability – so you can stay on top of your bottom line
See income and expenses in just a few clicks – we’ve done the hard work for you! The payments report is an aggregated view of all payment data logged across projects and documents. You can filter the payments received by time period, projects, payment method, and more. Your totals will automatically update accordingly. The report also shows the total amount that has already been invoiced, as well as your total liability - payments that have yet to be applied on invoices or retainers.
Remember: if you’ve already enabled online payments, the financial data is automatically logged in Houzz Pro. You can also easily log payments manually on estimates and invoices by clicking on “log payment” next to each payment listed.
Watch this video to learn more about the Payments Report.