Ivy Help Center

Grow Your Business on Ivy

14 Articles that will help your business flourish

13 articles in this collection
Written by Sivan Salem and Helena Bachar Cohen

How to Use Your Ivy Schedule

Create tasks, events, and To Do items on Ivy

Written by Sivan Salem
Updated over a week ago

Global Dashboard

Learn more about the company dashboard and the information it provides

Written by Helena Bachar Cohen
Updated over a week ago

Furniture, Fixtures and Equipment Schedules

Learn how to generate your FF&E schedule in an Ivy project

Written by Helena Bachar Cohen
Updated over a week ago

Importing Time Entries into the Time Billing Section from an Outside Tracking Service

Let's get your time logged in your Ivy account so that you can start billing for it!

Written by Sivan Salem
Updated over a week ago

Exporting Client and Vendor Lists

Import your Ivy client or vendor lists to other marketing platforms

Written by Sivan Salem
Updated over a week ago

Purchasing Through an Ivy Purchasing Agent

Rules of engagement when purchasing through a purchasing Agent/Buyer

Written by Helena Bachar Cohen
Updated over a week ago

How to Get a Glimpse of Your Profits for a Project

Watch this short video

Written by Sivan Salem
Updated over a week ago

Viewing Your Total Costs per Document

How to see a breakdown of total costs when building or viewing proposals and invoices

Written by Sivan Salem
Updated over a week ago

Online Payments 101 (VIDEO)

Everything you need to know about taking online payments through Ivy

Written by Sivan Salem
Updated over a week ago

How to View Your Payments

Track payments that were made through our payment methods

Written by Sivan Salem
Updated over a week ago

How to Send a Receipt for a Payment

Follow these simple instructions

Written by Sivan Salem
Updated over a week ago

Creating a Working Expense / Reimbursable Proposal

Learn how to add reimbursements to your proposals

Written by Sivan Salem
Updated over a week ago

How to Handle a Return

Learn the best way to record/show a return for items on an invoice

Written by Sivan Salem
Updated over a week ago