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IVY FAQs
IVY FAQs
Things you want to know and are afraid to ask
46 articles in this collection
Written by
Helena Bachar Cohen
and
Sivan Salem
Ivy's Privacy Policy, Updated April 8, 2019
Written by
Sivan Salem
Updated over a week ago
Houzz Pro: Your Questions Answered
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
Sivan Salem
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
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
Sivan Salem
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
Sivan Salem
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
Sivan Salem
Updated over a week ago
Our Pricing Model Explained - UK
Written by
Sivan Salem
Updated over a week ago
Our Pricing Model Explained - Canada
Written by
Sivan Salem
Updated over a week ago
Our Pricing Model Explained - US
Written by
Sivan Salem
Updated over a week ago
Forgot Password?
Written by
Sivan Salem
Updated over a week ago
How Can I Cancel My Ivy Membership?
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
Written by
Sivan Salem
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
Payment Transfers
Payment transfer details you need to know
Written by
Sivan Salem
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
Sivan Salem
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
Proposals, Invoices, & Purchase Orders
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
Sivan Salem
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
Sivan Salem
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
Sivan Salem
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