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WIN PROJECTS
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Estimate Builder
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Proposals & Sourcing
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SelectionsNEW
CRM
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Finances & Reporting

[Australia only] Banking FAQs for Online PaymentsHow to View Your Project FinancesHow to Create Custom ReportsHow to Set Up GST for Your ProjectsHow to Generate Time Billing ReportsHow to Create CreditsHow to Create and Apply Retainers
How to Generate Transactions ReportsHow to Generate Transactions ReportsHow to Send a Receipt for a PaymentHow to Log a PaymentIntroduction to Financial Reports on Houzz ProHow to Handle Refunds in Houzz Pro

Online Payments

How Houzz Pro Payments are Processed + Client Dispute Information[Australia Only] FAQs for Online Payments[Australia only] How to Edit the Payment Method SettingsHow to Turn Off Online Payments[Australia only] Online Payment Transaction Fee RatesWhere Can I Track All My Online Payments?[Australia Only] How to Set Up Online Payments to Get Paid Faster[Australia Only] How Long Does it Take to Get Paid with Online Payments?Instant Payouts with Online Payments

Xero

How to Troubleshoot Sync Issues with XeroHow to Map Suppliers in Houzz Pro to XeroHow to Sync Houzz Pro to XeroHow to Map Your Houzz Pro Tax Rates to XeroHow to Connect Your Bank Account in Xero

Financial Reports

How to See Markup Revenue per ProjectHow to Use the Global Tracker ReportHow to Generate Payments Reports
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