Proposals, Invoices, & Purchase Orders
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