Ivy Training
All you need to know about how to make the most of Ivy!
Tips & Tricks for E-Design on Ivy
How to Use the Ivy Clipper
[WEBINAR] How to Set Yourself Up for Success on Ivy
Deep Dive into Room Boards (WEBINAR)
Love & Taxes: How to Master Taxes on Ivy (WEBINAR)
Deep Dive into POs on Ivy (WEBINAR)
How to make sure you’re not paying taxes twice
All About Ivy’s Room Measurement Tool on Mobile
How to Create Room Boards on Ivy
Five Ivy Features You're Missing Out On (WEBINAR)
How to Manage your Payments on Ivy (WEBINAR)
Deep Dive into Ivy's Hidden Features (WEBINAR)
Ivy Training Video
Learn About Ivy's Key Features
Project Tracker 101 (VIDEO)
Deep Dive into the Project Tracker (WEBINAR)
Creating Your First Project
How to Download the Ivy Clipper
How to Categorize Your Products and Services
How to Add an Estimated Delivery Date
Draft Project Products
How to Remove an Item from Your Project Tracker
How to Create a Credit
"Issue Refund" for Credits / Retainers (VIDEO)
Archiving / Unarchiving a Project
Hidden Proposal Features (WEBINAR)
Proposing on Ivy
Creating Your First Proposal
Add Image to Proposal / Invoice
How to Edit a Proposal, Invoice, or PO
Merging POs
How to Generate Tear Sheets
Grouping Line Items on a Proposal or Invoice
How to Leverage Progressive Invoicing in your Projects
How to Use the Markup Calculator
Make Items Taxable / Un-taxable
How to Use a Retainer (Video)
How to Delete a Retainer Request
Requesting a Deposit
How to Track your Expenses in Ivy
How to Enable the Approval per Line Item Feature
How to Record Time Entries and Generate a Time Billing Invoice
How to Change the Due Date on an Invoice
How to Generate / Create a Purchase Order (PO) from a Proposal or Invoice
How to Create Purchase Orders (POs) from Proposal / Invoice for only SOME Items now and Others later?
How to Handle Vendor Credits on Ivy
How to Delete an Unpaid Invoice, Proposal, or PO
How to Delete a Manually Recorded Payment or Retainer / Credit Application