Ivy Training

All you need to know about how to make the most of Ivy!

Sivan Salem avatarHelena Bachar Cohen avatar
64 articles in this collection
Written by Sivan Salem and Helena Bachar Cohen

Tips & Tricks for E-Design on Ivy

Looking to utilize Ivy for E-design? Learn about some best practices.
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Use the Ivy Clipper

Save time sourcing products — simply clip them from your favorite sites
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

[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!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Deep Dive into Room Boards (WEBINAR)

Learn everything you want to know about Room Boards on Ivy!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Love & Taxes: How to Master Taxes on Ivy (WEBINAR)

Learn everything you need to know about how to master taxes on Ivy!
Sivan Salem avatar
Written by Sivan Salem
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.
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to make sure you’re not paying taxes twice

We’ve added a dedicated field for vendor tax
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

All About Ivy’s Room Measurement Tool on Mobile

Create room measurements in real-time
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Create Room Boards on Ivy

Organize, visualize, & bring your ideas to life
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Five Ivy Features You're Missing Out On (WEBINAR)

Global vs. Project settings, client/project dashboard, document timeline, Ivy's magic icons, draft products
Sivan Salem avatar
Written by Sivan Salem
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
Sivan Salem avatar
Written by Sivan Salem
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.
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Ivy Training Video

New to Ivy? Learn how to dive in and get started!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Learn About Ivy's Key Features

All the tools you need to succeed
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago
Proposals, Invoices, & Purchase Orders

Hidden Proposal Features (WEBINAR)

Learn all of the ins and outs of creating and using proposals on Ivy
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Proposing on Ivy

Everything you can do in the proposals section
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Creating Your First Proposal

Get your first proposal sent out in no time!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Add Image to Proposal / Invoice

Two simple steps and your off!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Edit a Proposal, Invoice, or PO

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Merging POs

Merge multiple POs in the same project
Helena Bachar Cohen avatar
Written by Helena Bachar Cohen
Updated over a week ago

How to Generate Tear Sheets

Create your own tear sheets for proposals and invoices
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Grouping Line Items on a Proposal or Invoice

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Leverage Progressive Invoicing in your Projects

Choose the exact products and services you want to invoice at any given minute
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Use the Markup Calculator

Using the markup calculator
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Make Items Taxable / Un-taxable

Edit taxable and un-taxable items
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Use a Retainer (Video)

Receiving and Applying retainers or credits to Invoices. Client Retainers. Client Deposits
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Delete a Retainer Request

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

Requesting a Deposit

Take partial payment on a proposal or invoice
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Track your Expenses in Ivy

Add and track your project's expenses
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Enable the Approval per Line Item Feature

Approval per Line Item on Ivy Proposals
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Record Time Entries and Generate a Time Billing Invoice

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Change the Due Date on an Invoice

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Generate / Create a Purchase Order (PO) from a Proposal or Invoice

Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Create Purchase Orders (POs) from Proposal / Invoice for only SOME Items now and Others later?

Sivan Salem avatar
Written by Sivan Salem
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)
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago

How to Delete an Unpaid Invoice, Proposal, or PO

Remove unpaid documents you don't need
Sivan Salem avatar
Written by Sivan Salem
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!
Sivan Salem avatar
Written by Sivan Salem
Updated over a week ago