Ivy Training

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

Gilli Cherrin avatar Ellie Krasnick avatar Helena Bachar Cohen avatar +2
61 articles in this collection
Written by Gilli Cherrin, Ellie Krasnick, Helena Bachar Cohen and 2 others

[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!
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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!
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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!
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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.
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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
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Written by Eden Beinart
Updated over a week ago

All about Ivy’s Room Measurement Tool on Mobile

Create room measurements in real-time
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Written by Eden Beinart
Updated over a week ago

How to create Room Boards on Ivy

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

Ivy Training Video

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

Learn About Ivy's Key Features

All the tools you need to succeed
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Written by Ellie Krasnick
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.
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Written by Sivan Salem
Updated over a week ago

Deep Dive into the Project Tracker (WEBINAR)

EVERYTHING you need to know about using Ivy's Project Tracker
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Written by Sivan Salem
Updated over a week ago

Creating Your First Project

Easily Create your First Project
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Written by Ellie Krasnick
Updated over a week ago

Learn How to Use the Ivy Clipper

Save time by clipping products from your favorite websites
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Written by Ellie Krasnick
Updated over a week ago

How to Categorize Your Products and Services

Using categories to organize your Ivy account
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Written by Ellie Krasnick
Updated over a week ago

How to Add an Estimated Delivery Date

Keep track of all deliveries for all products!
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Written by Ellie Krasnick
Updated over a week ago

Draft Project Products

Building out your project and documents using draft products
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Written by Sivan Salem
Updated over a week ago

How to Remove an Item from Your Project Tracker

Project tracker
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Written by Ellie Krasnick
Updated over a week ago

How to Create a Credit

Use your credit balance for other invoices in the project
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Written by Sivan Salem
Updated over a week ago

"Issue Refund" for Credits / Retainers (VIDEO)

What does it mean to "issue refund" on a project's credits/retainers page?
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Written by Sivan Salem
Updated over a week ago

Archiving / Unarchiving a Project

Removing projects from your project list
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Written by Ellie Krasnick
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
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Written by Sivan Salem
Updated over a week ago

Proposing on Ivy

Everything you can do in the proposals section
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Written by Eden Beinart
Updated over a week ago

Creating Your First Proposal

Get your first proposal sent out in no time!
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Written by Ellie Krasnick
Updated over a week ago

Add Image to Proposal / Invoice

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

How to Edit a Proposal, Invoice, or PO

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Written by Sivan Salem
Updated over a week ago

Merging POs

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

How to Generate Tear Sheets

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

Grouping Line Items on a Proposal or Invoice

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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
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Written by Eden Beinart
Updated over a week ago

How to Use the Markup Calculator

Using the markup calculator
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Written by Ellie Krasnick
Updated over a week ago

Make Items Taxable / Un-taxable

Edit taxable and un-taxable items
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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
Gilli Cherrin avatar
Written by Gilli Cherrin
Updated over a week ago

How to Delete a Retainer Request

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Written by Sivan Salem
Updated over a week ago

Requesting a Deposit

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

How to Track your Expenses in Ivy

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

How to Enable the Approval per Line Item Feature

Approval per Line Item on Ivy Proposals
Ellie Krasnick avatar
Written by Ellie Krasnick
Updated over a week ago

How to Record Time Entries and Generate a Time Billing Invoice

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Written by Sivan Salem
Updated over a week ago

How to Change the Due Date on an Invoice

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Written by Sivan Salem
Updated over a week ago

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

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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?

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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
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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!
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Written by Sivan Salem
Updated over a week ago