Tips & Tricks for E-Design on Ivy
Looking to utilize Ivy for E-design? Learn about some best practices.
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Use the Ivy Clipper
Save time sourcing products — simply clip them from your favorite sites
Written by Sivan Salem
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[WEBINAR] How to Set Yourself Up for Success on Ivy
2019! Learn about how to utilize draft items, recommended workflows, taking payments on proposals, when to create an invoice, and POs!
Written by Sivan Salem
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Updated over a week ago
Deep Dive into Room Boards (WEBINAR)
Learn everything you want to know about Room Boards on Ivy!
Written by Sivan Salem
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Love & Taxes: How to Master Taxes on Ivy (WEBINAR)
Learn everything you need to know about how to master taxes on Ivy!
Written by Sivan Salem
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Updated over a week ago
Deep Dive into POs on Ivy (WEBINAR)
Everything you need to know about vendor-facing information and POs in Ivy.
Written by Sivan Salem
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Updated over a week ago
How to make sure you’re not paying taxes twice
We’ve added a dedicated field for vendor tax
Written by Sivan Salem
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All About Ivy’s Room Measurement Tool on Mobile
Create room measurements in real-time
Written by Sivan Salem
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How to Create Room Boards on Ivy
Organize, visualize, & bring your ideas to life
Written by Sivan Salem
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Five Ivy Features You're Missing Out On (WEBINAR)
Global vs. Project settings, client/project dashboard, document timeline, Ivy's magic icons, draft products
Written by Sivan Salem
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Updated over a week ago
How to Manage your Payments on Ivy (WEBINAR)
Learn about the different ways you can manage your payments on Ivy - from retainers, to credits, to collecting deposits
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Deep Dive into Ivy's Hidden Features (WEBINAR)
Archive projects, client dashboard, publish documents, team member permissions, address book, track payments.
Written by Sivan Salem
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Updated over a week ago
Ivy Training Video
New to Ivy? Learn how to dive in and get started!
Written by Sivan Salem
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Learn About Ivy's Key Features
All the tools you need to succeed
Written by Sivan Salem
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Account Settings
How to Connect Your Bank Account to Your Ivy Account
Start receiving online payments!
Written by Sivan Salem
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How to Manually Record a Payment
Add payments from clients outside of Ivy
Written by Sivan Salem
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How to Edit a Manually Recorded Payment
Edit manual payments
Written by Sivan Salem
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How to Set Your Sales Tax Rates
Set and change the sales tax rate for your project
Written by Sivan Salem
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How to Create Default Memos for Your Documents
Customize your documents with default memos.
Written by Sivan Salem
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How to Set a Default Email Message
Set emails for your proposals, invoices, retainer requests, or purchase orders
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Creating a Project
Project Tracker 101 (VIDEO)
What exactly can you do or edit in the project tracker? Find out here.
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Deep Dive into the Project Tracker (WEBINAR)
EVERYTHING you need to know about using Ivy's Project Tracker
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Creating Your First Project
Easily Create your First Project
Written by Sivan Salem
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How to Download the Ivy Clipper

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How to Categorize Your Products and Services
Using categories to organize your Ivy account
Written by Sivan Salem
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How to Add an Estimated Delivery Date
Keep track of all deliveries for all products!
Written by Sivan Salem
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Draft Project Products
Building out your project and documents using draft products
Written by Sivan Salem
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How to Remove an Item from Your Project Tracker
Project tracker
Written by Sivan Salem
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How to Create a Credit
Use your credit balance for other invoices in the project
Written by Sivan Salem
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"Issue Refund" for Credits / Retainers (VIDEO)
What does it mean to "issue refund" on a project's credits/retainers page?
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
Archiving / Unarchiving a Project
Removing projects from your project list
Written by Sivan Salem
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Proposals, Invoices, & Purchase Orders
Hidden Proposal Features (WEBINAR)
Learn all of the ins and outs of creating and using proposals on Ivy
Written by Sivan Salem
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Updated over a week ago
Proposing on Ivy
Everything you can do in the proposals section
Written by Sivan Salem
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Creating Your First Proposal
Get your first proposal sent out in no time!
Written by Sivan Salem
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Add Image to Proposal / Invoice
Two simple steps and your off!
Written by Sivan Salem
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How to Edit a Proposal, Invoice, or PO

Written by Sivan Salem
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Merging POs
Merge multiple POs in the same project
Written by Helena Bachar Cohen
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Updated over a week ago
How to Generate Tear Sheets
Create your own tear sheets for proposals and invoices
Written by Sivan Salem
Updated over a week ago
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Grouping Line Items on a Proposal or Invoice

Written by Sivan Salem
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How to Leverage Progressive Invoicing in your Projects
Choose the exact products and services you want to invoice at any given minute
Written by Sivan Salem
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How to Use the Markup Calculator
Using the markup calculator
Written by Sivan Salem
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Make Items Taxable / Un-taxable
Edit taxable and un-taxable items
Written by Sivan Salem
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How to Use a Retainer (Video)
Receiving and Applying retainers or credits to Invoices. Client Retainers. Client Deposits
Written by Sivan Salem
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How to Delete a Retainer Request

Written by Sivan Salem
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Requesting a Deposit
Take partial payment on a proposal or invoice
Written by Sivan Salem
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How to Track your Expenses in Ivy
Add and track your project's expenses
Written by Sivan Salem
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How to Enable the Approval per Line Item Feature
Approval per Line Item on Ivy Proposals
Written by Sivan Salem
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How to Record Time Entries and Generate a Time Billing Invoice

Written by Sivan Salem
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How to Change the Due Date on an Invoice

Written by Sivan Salem
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How to Generate / Create a Purchase Order (PO) from a Proposal or Invoice

Written by Sivan Salem
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Updated over a week ago
How to Create Purchase Orders (POs) from Proposal / Invoice for only SOME Items now and Others later?

Written by Sivan Salem
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Updated over a week ago
How to Handle Vendor Credits on Ivy
How to handle credits and refunds from your vendors on a purchase order (PO)
Written by Sivan Salem
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Updated over a week ago
How to Delete an Unpaid Invoice, Proposal, or PO
Remove unpaid documents you don't need
Written by Sivan Salem
Updated over a week ago
Updated over a week ago
How to Delete a Manually Recorded Payment or Retainer / Credit Application
Delete manually recorded payments (including applications of credits and retainers) on your documents!
Written by Sivan Salem
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Reports & Documents
Reporting within Ivy
Learn how to generate different reports
Written by Sivan Salem
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See Tax Breakdown by Project
Tax per invoice, Project Tax, Invoice by Invoice Breakdown
Written by Sivan Salem
Updated over a week ago
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How to See Markup Revenue per Project
See how much you're making in markups per project!
Written by Sivan Salem
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How to Access Your Tax Liability Report
Tax Liability Reporting in Ivy
Written by Sivan Salem
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How to Attach your Documents
Attach documents, contracts, images and more to documents and projects!
Written by Sivan Salem
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Drag & Drop Items on Documents
How to rearrange the order of line items on a document
Written by Sivan Salem
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How to PDF Your Document and Print it

Written by Sivan Salem
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Clients & Vendors
Importing Your Clients and Vendors
How to import existing client and vendor lists into Ivy
Written by Sivan Salem
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How to Categorize Your Vendors
Organizing vendors with categories
Written by Sivan Salem
Updated over a week ago
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Charging Your Client for Your Design Services Using a Flat Fee
Are you needing to bill for your time using a flat fee? Check out this article to learn how.
Written by Sivan Salem
Updated over a week ago
Updated over a week ago