IVY FAQs

Ivy's Privacy Policy, Updated April 8, 2019

Written by Sivan Salem
Updated over a week ago

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

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!

Written by Sivan Salem
Updated over a week ago

Ivy Online Payment Processing Fees

Written by Eden Beinart
Updated over a week ago

Ivy's Referral Program

Love Ivy? Learn what you can earn when you sign a friend on to Ivy!

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!

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.

Written by Sivan Salem
Updated over a week ago

Breaking Down the Access Permissions per Team Member

Set specific access permissions for your team

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

Written by Sivan Salem
Updated over a week ago

Web Browser Compatibility

Browsers Compatible with Ivy

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

Written by Helena Bachar Cohen
Updated over a week ago

Can I Merge Projects or Create Sub-Projects?

Our suggestions on project merging

Written by Sivan Salem
Updated over a week ago

What does Tax Agency Mean?

Setting up your tax rates correctly

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

Written by Sivan Salem
Updated over a week ago

Tracking Inventory

Use QBO Plus to track your inventory on Ivy

Written by Sivan Salem
Updated over a week ago

Liability vs. Revenue

How to differentiate between liability and revenue

Written by Sivan Salem
Updated over a week ago

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

Archive or reactivate

Written by Sivan Salem
Updated over a week ago

Delete / Archive a Vendor, Client, or Product

Easily remove vendors, clients, or products

Written by Sivan Salem
Updated over a week ago

How to Delete a Client

Deleting a client

Written by Ellie Krasnick
Updated over a week ago

Our Pricing Model Explained - UK

Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - Canada

Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - Australia

Written by Eden Beinart
Updated over a week ago

Our Pricing Model Explained - US

Written by Eden Beinart
Updated over a week ago

Forgot Password?

Written by Ellie Krasnick
Updated over a week ago

How Can I Cancel My Ivy Membership?

Written by Sivan Salem
Updated over a week ago

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

Written by Ellie Krasnick
Updated over a week ago

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

Accepting payments online

Written by Sivan Salem
Updated over a week ago

Payment Transfers

Payment transfer details you need to know

Written by Ellie Krasnick
Updated over a week ago

Offsetting Transaction Fees to your Client

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.

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.

Written by Sivan Salem
Updated over a week ago

Pay on Behalf of Your Client

Make a payment on your client's behalf

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

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?

Written by Sivan Salem
Updated over a week ago

"Pending" Status on ACH Payments

What does the "pending" status on an ACH Payment mean?

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

Written by Eden Beinart
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?

Written by Sivan Salem
Updated over a week ago

How to Handle Refunds in Ivy

How to handle refunds in Ivy

Written by Sivan Salem
Updated over a week ago

Status Breakdown for Proposals, Invoices, & Purchase Orders

Statuses for each document

Written by Sivan Salem
Updated over a week ago

Do I Always Need to Create a PO?

Create PO. Did NOT send to Vendor. Bought online do I still need to create a PO?

Written by Eden Beinart
Updated over a week ago

If You Have an Additional Address for a PO

Saving extra shipping address

Written by Sivan Salem
Updated over a week ago

Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice

Written by Sivan Salem
Updated over a week ago

Use a Retainer Against a Proposal

Retainers as Liability, Payments on Proposals, Using retainers

Written by Eden Beinart
Updated over a week ago

How to use an Alias to Change the Product Title on Proposals & Invoices

Preventing your clients from "shopping you"

Written by Sivan Salem
Updated over a week ago

Can I Add more Time Entries to an Existing Invoice I Have not yet Sent?

Our best practice

Written by Ellie Krasnick
Updated over a week ago

Merge / Combine Invoices or Proposals

Manually combine multiple invoices

Written by Sivan Salem
Updated over a week ago

Expiration of Invoices & Proposals

Documents are set according to the payment terms

Written by Sivan Salem
Updated over a week ago