Proposals, Invoices, & Purchase Orders
By Cameron1 author23 articles
- 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