IVY FAQs
Things you want to know and are afraid to ask
By Cameron1 author42 articles
- Ivy's Privacy Policy, Updated April 8, 2019
- How to Add an Image to the Clipper If You Can’t Clip It
- Connected documents, and why you should ALWAYS start with a proposal
- Ivy Online Payment Processing Fees
- Tax Reporting on Ivy
- Ivy Advanced Q&A (Webinar)
- Breaking Down the Access Permissions per Team Member
- How to Archive a Team Member Who Is no Longer with Your Firm
- Web Browser Compatibility
- My Clipper Is Following Me, Help!
- Can I Merge Projects or Create Sub-Projects?
- What does Tax Agency Mean?
- Does the Ivy Calendar Integrate with any External Calendars?
- Tracking Inventory
- Liability vs. Revenue
- How to View Archived Vendors, Clients, or Products and Reactivate Them
- Delete / Archive a Vendor, Client, or Product
- How to Delete a Client
- Forgot Password?
- How Can I Cancel My Ivy Membership?
- Banks Supported for Bank Transfer (ACH) Payment Option
- What Is Stripe? How Will My Payments be Processed?
- Payment Transfers
- Offsetting Transaction Fees to your Client
- How to Bill Your Client for Labor Services
- How Can My Client Pay in Multiple Increments or with Multiple Credit Cards on a Single Document?
- Pay on Behalf of Your Client
- Why Does My Client See an Extra $1.00 Charge on Their Statement?
- Credit Card Payment Authentication Error
- "Pending" Status on ACH Payments
- Schedule Payment Reminder Emails for Your Clients
- Creating Credits from Invoices with Applied Retainer Payments
- How to Handle Refunds in Ivy
- Status Breakdown for Proposals, Invoices, & Purchase Orders
- Do I Always Need to Create a PO?
- If You Have an Additional Address for a PO
- Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice
- Use a Retainer Against a Proposal
- How to use an Alias to Change the Product Title on Proposals & Invoices
- Can I Add more Time Entries to an Existing Invoice I Have not yet Sent?
- Merge / Combine Invoices or Proposals
- Expiration of Invoices & Proposals