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Ivy Training

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

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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.
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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
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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!
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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 Sivan Salem
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 Sivan Salem
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 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
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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 Sivan Salem
Updated over a week ago
Account Settings

How to Connect Your Bank Account to Your Ivy Account

Start receiving online payments!
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Written by Sivan Salem
Updated over a week ago

How to Manually Record a Payment

Add payments from clients outside of Ivy
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Written by Sivan Salem
Updated over a week ago

How to Edit a Manually Recorded Payment

Edit manual payments
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Written by Sivan Salem
Updated over a week ago

How to Set Your Sales Tax Rates

Set and change the sales tax rate for your project
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Written by Sivan Salem
Updated over a week ago

How to Create Default Memos for Your Documents

Customize your documents with default memos.
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Written by Sivan Salem
Updated over a week ago

How to Set a Default Email Message

Set emails for your proposals, invoices, retainer requests, or purchase orders
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Written by Sivan Salem
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 Sivan Salem
Updated over a week ago

How to Download the Ivy Clipper

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

Creating Your First Proposal

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

How to Use the Markup Calculator

Using the markup calculator
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Written by Sivan Salem
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
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Written by Sivan Salem
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
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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
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Written by Sivan Salem
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 Handle Vendor Credits on Ivy

How to handle credits and refunds from your vendors on a purchase order (PO)
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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
Reports & Documents

Reporting within Ivy

Learn how to generate different reports
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Written by Sivan Salem
Updated over a week ago

See Tax Breakdown by Project

Tax per invoice, Project Tax, Invoice by Invoice Breakdown
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Written by Sivan Salem
Updated over a week ago

How to See Markup Revenue per Project

See how much you're making in markups per project!
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Written by Sivan Salem
Updated over a week ago

How to Access Your Tax Liability Report

Tax Liability Reporting in Ivy
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Written by Sivan Salem
Updated over a week ago

How to Attach your Documents

Attach documents, contracts, images and more to documents and projects!
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Written by Sivan Salem
Updated over a week ago

Drag & Drop Items on Documents

How to rearrange the order of line items on a document
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Written by Sivan Salem
Updated over a week ago

How to PDF Your Document and Print it

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Written by Sivan Salem
Updated over a week ago
Clients & Vendors

Importing Your Clients and Vendors

How to import existing client and vendor lists into Ivy
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Written by Sivan Salem
Updated over a week ago

How to Categorize Your Vendors

Organizing vendors with categories
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Written by Sivan Salem
Updated over a week ago

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.
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Written by Sivan Salem
Updated over a week ago