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IVY FAQs
Things you want to know and are afraid to ask
Ivy's Privacy Policy, Updated April 8, 2019
How to Add an Image to the Clipper If You Can’t Clip It
Connected documents, and why you should ALWAYS start with a proposal
Ivy Online Payment Processing Fees
Tax Reporting on Ivy
Ivy Advanced Q&A (Webinar)
Breaking Down the Access Permissions per Team Member
How to Archive a Team Member Who Is no Longer with Your Firm
Web Browser Compatibility
My Clipper Is Following Me, Help!
Can I Merge Projects or Create Sub-Projects?
What does Tax Agency Mean?
Does the Ivy Calendar Integrate with any External Calendars?
Tracking Inventory
Liability vs. Revenue
How to View Archived Vendors, Clients, or Products and Reactivate Them
Delete / Archive a Vendor, Client, or Product
How to Delete a Client
Forgot Password?
How Can I Cancel My Ivy Membership?
Banks Supported for Bank Transfer (ACH) Payment Option
What Is Stripe? How Will My Payments be Processed?
Payment Transfers
Offsetting Transaction Fees to your Client
How to Bill Your Client for Labor Services
How Can My Client Pay in Multiple Increments or with Multiple Credit Cards on a Single Document?
Pay on Behalf of Your Client
Why Does My Client See an Extra $1.00 Charge on Their Statement?
Credit Card Payment Authentication Error
"Pending" Status on ACH Payments
Schedule Payment Reminder Emails for Your Clients
Creating Credits from Invoices with Applied Retainer Payments
How to Handle Refunds in Ivy
Status Breakdown for Proposals, Invoices, & Purchase Orders
Do I Always Need to Create a PO?
If You Have an Additional Address for a PO
Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice
Use a Retainer Against a Proposal
How to use an Alias to Change the Product Title on Proposals & Invoices
Can I Add more Time Entries to an Existing Invoice I Have not yet Sent?
Merge / Combine Invoices or Proposals
Expiration of Invoices & Proposals