Ivy Training
All you need to know about how to make the most of Ivy!
By Cameron1 author64 articles
- Tips & Tricks for E-Design on Ivy
- How to Use the Ivy Clipper
- [WEBINAR] How to Set Yourself Up for Success on Ivy
- Deep Dive into Room Boards (WEBINAR)
- Love & Taxes: How to Master Taxes on Ivy (WEBINAR)
- Deep Dive into POs on Ivy (WEBINAR)
- How to make sure you’re not paying taxes twice
- All About Ivy’s Room Measurement Tool on Mobile
- How to Create Room Boards on Ivy
- Five Ivy Features You're Missing Out On (WEBINAR)
- How to Manage your Payments on Ivy (WEBINAR)
- Deep Dive into Ivy's Hidden Features (WEBINAR)
- Ivy Training Video
- Learn About Ivy's Key Features
- Project Tracker 101 (VIDEO)
- Deep Dive into the Project Tracker (WEBINAR)
- Creating Your First Project
- How to Download the Ivy Clipper
- How to Categorize Your Products and Services
- How to Add an Estimated Delivery Date
- Draft Project Products
- How to Remove an Item from Your Project Tracker
- How to Create a Credit
- "Issue Refund" for Credits / Retainers (VIDEO)
- Archiving / Unarchiving a Project
- Hidden Proposal Features (WEBINAR)
- Proposing on Ivy
- Creating Your First Proposal
- Add Image to Proposal / Invoice
- How to Edit a Proposal, Invoice, or PO
- Merging POs
- How to Generate Tear Sheets
- Grouping Line Items on a Proposal or Invoice
- How to Leverage Progressive Invoicing in your Projects
- How to Use the Markup Calculator
- Make Items Taxable / Un-taxable
- How to Use a Retainer (Video)
- How to Delete a Retainer Request
- Requesting a Deposit
- How to Track your Expenses in Ivy
- How to Enable the Approval per Line Item Feature
- How to Record Time Entries and Generate a Time Billing Invoice
- How to Change the Due Date on an Invoice
- How to Generate / Create a Purchase Order (PO) from a Proposal or Invoice
- How to Create Purchase Orders (POs) from Proposal / Invoice for only SOME Items now and Others later?
- How to Handle Vendor Credits on Ivy
- How to Delete an Unpaid Invoice, Proposal, or PO
- How to Delete a Manually Recorded Payment or Retainer / Credit Application