Ivy's Privacy Policy, Updated April 8, 2019

Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Houzz Pro: Your Questions Answered

Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Add an Image to the Clipper If You Can’t Clip It

Written by Sivan Salem
Updated over a week ago
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
Updated over a week ago
Ivy Online Payment Processing Fees

Written by Sivan Salem
Updated over a week ago
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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
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
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
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
Updated over a week ago
Web Browser Compatibility
Browsers Compatible with Ivy
Written by Sivan Salem
Updated over a week ago
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
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
Updated over a week ago
What does Tax Agency Mean?
Setting up your tax rates correctly
Written by Sivan Salem
Updated over a week ago
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
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
Updated over a week ago
Liability vs. Revenue
How to differentiate between liability and revenue
Written by Sivan Salem
Updated over a week ago
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
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
Updated over a week ago
How to Delete a Client
Deleting a client
Written by Sivan Salem
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Our Pricing Model Explained - UK

Written by Sivan Salem
Updated over a week ago
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Our Pricing Model Explained - Canada

Written by Sivan Salem
Updated over a week ago
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Our Pricing Model Explained - US

Written by Sivan Salem
Updated over a week ago
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Forgot Password?

Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How Can I Cancel My Ivy Membership?

Written by Sivan Salem
Updated over a week ago
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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
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
What Is Stripe? How Will My Payments be Processed?
Accepting payments online
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Payment Transfers
Payment transfer details you need to know
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Offsetting Transaction Fees to your Client

Written by Sivan Salem
Updated over a week ago
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
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
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
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
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
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
Updated over a week ago
Schedule Payment Reminder Emails for Your Clients
Client Emails, Remind my client to pay, send reminders
Written by Sivan Salem
Updated over a week ago
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
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
Updated over a week ago
Proposals, Invoices, & Purchase Orders
Status Breakdown for Proposals, Invoices, & Purchase Orders
Statuses for each document
Written by Sivan Salem
Updated over a week ago
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 Sivan Salem
Updated over a week ago
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
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
Updated over a week ago
Use a Retainer Against a Proposal
Retainers as Liability, Payments on Proposals, Using retainers
Written by Sivan Salem
Updated over a week ago
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
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 Sivan Salem
Updated over a week ago
Updated over a week ago
Merge / Combine Invoices or Proposals
Manually combine multiple invoices
Written by Sivan Salem
Updated over a week ago
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
Updated over a week ago