How to Show Financial Totals on the Client Dashboard

Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Multiply your sourcing power!
Add multiple images to every product you upload
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Sourcing Products on Ivy
Clip products from websites, upload manually, or source products on your mobile!
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Update Line Items in the Project Tracker
Get all the product & service information regardless of where you are in the project.
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Project Dashboard
Learn more about the project dashboard and the information it provides
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
Saving Multiple Addresses for a Project
Learn how to add an additional address to a project
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Download the Project Tracker to Excel
Just in case you need to
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Project Budgets
Understand how your project is progressing
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
To Do Items
How to manage your tasks in Ivy using To Do Items
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
How to Use the Stopwatch to Track Your Time
Time yourself and log in your hours
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Adding an Event to the Calendar / Plan
Stay updated with all of your events
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to See Your Document's Timeline
See time stamps and dates for important actions taken on your documents
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
How to Publish / Un-publish Documents
Publish all of your proposals & invoices from the project dashboard
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Marking a Document as "Closed"
When one document closes...another one opens
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Organizing Different Projects for the Same Client
The best way to organize your Ivy projects
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Sharing the Project Dashboard with Your Client
Sharing is caring! Give your clients access to proposals & invoices
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Showing MSRP Discounts to Clients
Show your clients discounts off of MSRP directly in proposals and invoices
Written by Helena Bachar Cohen
Updated over a week ago
Updated over a week ago
How to Make a Payment to a Vendor on a PO to Place an Order
Place orders directly from your Ivy account
Written by Sivan Salem
Updated over a week ago
Updated over a week ago