Ivy allows you to quickly and easily setup your firms information and payment details so you can start sending beautiful proposals and invoices and get paid in just a click of a button!

Let's get started by setting up your account details. Simply click on the circle icon in the top right of the screen with your initials.  You will then see "My Account".

Take a look at this quick video to learn how to navigate your account settings on Ivy:

How do I add my company information that will appear on my paperwork? 

You can add your company information in your Account Settings. Your company logo will appear on the paperwork you send through as well.

How do I upload my company logo? 

You can upload your company logo in your Account Settings. Your company logo will appear on the paperwork you send through as well.

Choose a .JPEG image from your computer and upload. If you need assistance in re-sizing your logo, email laura@ivy.co and she will send you a re-formatted logo. 

 
How do I set up my Bank account?

You can add and verify your bank details in the Payments tab within your Account Settings.  Watch this video for a step-by-step tutorial.

*If your Account Type is a “Company”, be sure to add your exact Legal Entity Business Name in the Business Name field and your Business Tax ID in the EIN field.


How do I update my email address?

If you need to update your email address, email support@ivy.co and we will personally assist you.

 
How do I edit my company information?

You can edit your company information in your Account Settings.

 

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