IVY FAQs

Things you want to know and are afraid to ask

Gilli Cherrin avatar Ellie Krasnick avatar Helena Bachar Cohen avatar +2
46 articles in this collection
Written by Gilli Cherrin, Ellie Krasnick, Helena Bachar Cohen and 2 others

How to Add an Image to the Clipper If You Can’t Clip It

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Written by Eden Beinart
Updated over a week ago

Connected documents, and why you should ALWAYS start with a proposal

Avoid those duplicate items in your project tracker!
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Written by Sivan Salem
Updated over a week ago

Ivy Online Payment Processing Fees

Gilli Cherrin avatar
Written by Gilli Cherrin
Updated over a week ago

Ivy's Referral Program

Love Ivy? Learn what you can earn when you sign a friend on to Ivy!
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Written by Sivan Salem
Updated over a week ago

Tax Reporting on Ivy

Learn about the different types of tax reports you can pull on Ivy!
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Written by Sivan Salem
Updated over a week ago

Ivy Advanced Q&A (Webinar)

In depth review of how to track extraneous income/finances, tax reporting, profitability, and purchase orders.
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Written by Sivan Salem
Updated over a week ago

Breaking Down the Access Permissions per Team Member

Set specific access permissions for your team
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Written by Sivan Salem
Updated over a week ago

How to Archive a Team Member Who Is no Longer with Your Firm

Make sure old team members can't access their Ivy account
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Written by Sivan Salem
Updated over a week ago

Web Browser Compatibility

Browsers Compatible with Ivy
Ellie Krasnick avatar
Written by Ellie Krasnick
Updated over a week ago

My Clipper Is Following Me, Help!

Learn how to disable the clipper when not in use
Helena Bachar Cohen avatar
Written by Helena Bachar Cohen
Updated over a week ago

Can I Merge Projects or Create Sub-Projects?

Our suggestions on project merging
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Written by Sivan Salem
Updated over a week ago

What does Tax Agency Mean?

Setting up your tax rates correctly
Ellie Krasnick avatar
Written by Ellie Krasnick
Updated over a week ago

Does the Ivy Calendar Integrate with any External Calendars?

Sync your Ivy calendar with a calendar of your choice
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Written by Sivan Salem
Updated over a week ago

Tracking Inventory

Use QBO Plus to track your inventory on Ivy
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Written by Sivan Salem
Updated over a week ago

Liability vs. Revenue

How to differentiate between liability and revenue
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Written by Sivan Salem
Updated over a week ago

How to View Archived Vendors, Clients, or Products and Reactivate Them

Archive or reactivate
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Written by Sivan Salem
Updated over a week ago

Delete / Archive a Vendor, Client, or Product

Easily remove vendors, clients, or products
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Written by Sivan Salem
Updated over a week ago

How to Delete a Client

Deleting a client
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Written by Ellie Krasnick
Updated over a week ago

Our Pricing Model Explained - UK

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Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - Canada

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Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - Australia

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Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - US

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Written by Eden Beinart
Updated over a week ago

Forgot Password?

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Written by Ellie Krasnick
Updated over a week ago

How Can I Cancel My Ivy Membership?

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Written by Sivan Salem
Updated over a week ago
Payments & Billing

Banks Supported for Bank Transfer (ACH) Payment Option

Check this list to see if you're client's bank is supported by Ivy's Payment Processor
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Written by Ellie Krasnick
Updated over a week ago

What Is Stripe? How Will My Payments be Processed through Ivy?

Accepting payments online
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Written by Sivan Salem
Updated over a week ago

Payment Transfers

Payment transfer details you need to know
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Written by Ellie Krasnick
Updated over a week ago

Offsetting Transaction Fees to your Client

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Written by Sivan Salem
Updated over a week ago

How to Bill Your Client for Labor Services

This article will show you how to charge your client for things like upholstery, building/contractor services, etc.
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Written by Sivan Salem
Updated over a week ago

How Can My Client Pay in Multiple Increments or with Multiple Credit Cards on a Single Document?

Utilizing retainers to process multiple payments on a single document.
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Written by Sivan Salem
Updated over a week ago

Pay on Behalf of Your Client

Make a payment on your client's behalf
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Written by Sivan Salem
Updated over a week ago

Why Does My Client See an Extra $1.00 Charge on Their Statement?

A full explanation from Stripe
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Written by Sivan Salem
Updated over a week ago

Credit Card Payment Authentication Error

What does this error mean for your client paying you by credit card?
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Written by Sivan Salem
Updated over a week ago

"Pending" Status on ACH Payments

What does the "pending" status on an ACH Payment mean?
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Written by Sivan Salem
Updated over a week ago

Schedule Payment Reminder Emails for Your Clients

Client Emails, Remind my client to pay, send reminders
Gilli Cherrin avatar
Written by Gilli Cherrin
Updated over a week ago

Creating Credits from Invoices with Applied Retainer Payments

I tried to create a credit from an invoice with an applied retainer payment but can't find the credit in my account - what happened?
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Written by Sivan Salem
Updated over a week ago

How to Handle Refunds in Ivy

How to handle refunds in Ivy
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Written by Sivan Salem
Updated over a week ago