# Ivy Help Center

> Help center for Ivy

## Getting Started On Ivy

- [How to contact our support team](http://help.ivy.co/en/articles/4314530-how-to-contact-our-support-team.md)
- [What Ivy Is all about](http://help.ivy.co/en/articles/941575-what-ivy-is-all-about.md): Ivy Overview
- [Setting up Your Account Details](http://help.ivy.co/en/articles/838881-setting-up-your-account-details.md): Setup your account details and payments
- [Getting Your Team on Ivy!](http://help.ivy.co/en/articles/960602-getting-your-team-on-ivy.md): Adding all your team members couldn't be easier
- [How do designers use Ivy?](http://help.ivy.co/en/articles/2117351-how-do-designers-use-ivy.md): Learn about how designers use Ivy to run their business
- [Having Trouble Logging in?](http://help.ivy.co/en/articles/900118-having-trouble-logging-in.md): Log in issues

## Ivy Training

- [Tips & Tricks for E-Design on Ivy](http://help.ivy.co/en/articles/3904223-tips-tricks-for-e-design-on-ivy.md): Looking to utilize Ivy for E-design? Learn about some best practices.
- [How to Use the Ivy Clipper](http://help.ivy.co/en/articles/3295993-how-to-use-the-ivy-clipper.md): Save time sourcing products — simply clip them from your favorite sites
- [\[WEBINAR\] How to Set Yourself Up for Success on Ivy](http://help.ivy.co/en/articles/3179088-webinar-how-to-set-yourself-up-for-success-on-ivy.md): 2019! Learn about how to utilize draft items, recommended workflows, taking payments on proposals, when to create an invoice, and POs!
- [Deep Dive into Room Boards \(WEBINAR\)](http://help.ivy.co/en/articles/3050659-deep-dive-into-room-boards-webinar.md): Learn everything you want to know about Room Boards on Ivy!
- [Love & Taxes: How to Master Taxes on Ivy \(WEBINAR\)](http://help.ivy.co/en/articles/2736089-love-taxes-how-to-master-taxes-on-ivy-webinar.md): Learn everything you need to know about how to master taxes on Ivy!
- [Deep Dive into POs on Ivy \(WEBINAR\)](http://help.ivy.co/en/articles/2571845-deep-dive-into-pos-on-ivy-webinar.md): Everything you need to know about vendor-facing information and POs in Ivy.
- [How to make sure you’re not paying taxes twice](http://help.ivy.co/en/articles/2596867-how-to-make-sure-you-re-not-paying-taxes-twice.md): We’ve added a dedicated field for vendor tax
- [All About Ivy’s Room Measurement Tool on Mobile](http://help.ivy.co/en/articles/2434317-all-about-ivy-s-room-measurement-tool-on-mobile.md): Create room measurements in real-time
- [How to Create Room Boards on Ivy](http://help.ivy.co/en/articles/2423078-how-to-create-room-boards-on-ivy.md): Organize, visualize, & bring your ideas to life
- [Five Ivy Features You're Missing Out On \(WEBINAR\)](http://help.ivy.co/en/articles/2372303-five-ivy-features-you-re-missing-out-on-webinar.md): Global vs. Project settings, client/project dashboard, document timeline, Ivy's magic icons, draft products
- [How to Manage your Payments on Ivy \(WEBINAR\)](http://help.ivy.co/en/articles/2294184-how-to-manage-your-payments-on-ivy-webinar.md): Learn about the different ways you can manage your payments on Ivy - from retainers, to credits, to collecting deposits
- [Deep Dive into Ivy's Hidden Features \(WEBINAR\)](http://help.ivy.co/en/articles/2226463-deep-dive-into-ivy-s-hidden-features-webinar.md): Archive projects, client dashboard, publish documents, team member permissions, address book, track payments.
- [Ivy Training Video](http://help.ivy.co/en/articles/2114641-ivy-training-video.md): New to Ivy? Learn how to dive in and get started!
- [Learn About Ivy's Key Features](http://help.ivy.co/en/articles/1088774-learn-about-ivy-s-key-features.md): All the tools you need to succeed
- [How to Connect Your Bank Account to Your Ivy Account](http://help.ivy.co/en/articles/1162252-how-to-connect-your-bank-account-to-your-ivy-account.md): Start receiving online payments!
- [How to Manually Record a Payment](http://help.ivy.co/en/articles/1008580-how-to-manually-record-a-payment.md): Add payments from clients outside of Ivy
- [How to Edit a Manually Recorded Payment](http://help.ivy.co/en/articles/978246-how-to-edit-a-manually-recorded-payment.md): Edit manual payments
- [How to Set Your Sales Tax Rates](http://help.ivy.co/en/articles/1764356-how-to-set-your-sales-tax-rates.md): Set and change the sales tax rate for your project
- [How to Create Default Memos for Your Documents](http://help.ivy.co/en/articles/978234-how-to-create-default-memos-for-your-documents.md): Customize your documents with default memos.
- [How to Set a Default Email Message](http://help.ivy.co/en/articles/1115171-how-to-set-a-default-email-message.md): Set emails for your proposals, invoices, retainer requests, or purchase orders
- [Project Tracker 101 \(VIDEO\)](http://help.ivy.co/en/articles/2121535-project-tracker-101-video.md): What exactly can you do or edit in the project tracker? Find out here.
- [Deep Dive into the Project Tracker \(WEBINAR\)](http://help.ivy.co/en/articles/2146737-deep-dive-into-the-project-tracker-webinar.md): EVERYTHING you need to know about using Ivy's Project Tracker
- [Creating Your First Project](http://help.ivy.co/en/articles/960655-creating-your-first-project.md): Easily Create your First Project
- [How to Download the Ivy Clipper](http://help.ivy.co/en/articles/941760-how-to-download-the-ivy-clipper.md)
- [How to Categorize Your Products and Services](http://help.ivy.co/en/articles/978218-how-to-categorize-your-products-and-services.md): Using categories to organize your Ivy account
- [How to Add an Estimated Delivery Date](http://help.ivy.co/en/articles/978039-how-to-add-an-estimated-delivery-date.md): Keep track of all deliveries for all products!
- [Draft Project Products](http://help.ivy.co/en/articles/1261094-draft-project-products.md): Building out your project and documents using draft products
- [How to Remove an Item from Your Project Tracker](http://help.ivy.co/en/articles/978241-how-to-remove-an-item-from-your-project-tracker.md): Project tracker
- [How to Create a Credit](http://help.ivy.co/en/articles/978567-how-to-create-a-credit.md): Use your credit balance for other invoices in the project
- ["Issue Refund" for Credits / Retainers \(VIDEO\)](http://help.ivy.co/en/articles/1756150-issue-refund-for-credits-retainers-video.md): What does it mean to "issue refund" on a project's credits/retainers page?
- [Archiving / Unarchiving a Project](http://help.ivy.co/en/articles/978187-archiving-unarchiving-a-project.md): Removing projects from your project list
- [Hidden Proposal Features \(WEBINAR\)](http://help.ivy.co/en/articles/2114624-hidden-proposal-features-webinar.md): Learn all of the ins and outs of creating and using proposals on Ivy
- [Proposing on Ivy](http://help.ivy.co/en/articles/2669502-proposing-on-ivy.md): Everything you can do in the proposals section
- [Creating Your First Proposal](http://help.ivy.co/en/articles/960665-creating-your-first-proposal.md): Get your first proposal sent out in no time!
- [Add Image to Proposal / Invoice](http://help.ivy.co/en/articles/1014911-add-image-to-proposal-invoice.md): Two simple steps and your off!
- [How to Edit a Proposal, Invoice, or PO](http://help.ivy.co/en/articles/1115437-how-to-edit-a-proposal-invoice-or-po.md)
- [Merging POs](http://help.ivy.co/en/articles/2233816-merging-pos.md): Merge multiple POs in the same project
- [How to Generate Tear Sheets](http://help.ivy.co/en/articles/1118426-how-to-generate-tear-sheets.md): Create your own tear sheets for proposals and invoices
- [Grouping Line Items on a Proposal or Invoice](http://help.ivy.co/en/articles/1008927-grouping-line-items-on-a-proposal-or-invoice.md)
- [How to Leverage Progressive Invoicing in your Projects](http://help.ivy.co/en/articles/2251813-how-to-leverage-progressive-invoicing-in-your-projects.md): Choose the exact products and services you want to invoice at any given minute
- [How to Use the Markup Calculator](http://help.ivy.co/en/articles/978015-how-to-use-the-markup-calculator.md): Using the markup calculator
- [Make Items Taxable / Un-taxable](http://help.ivy.co/en/articles/1008795-make-items-taxable-un-taxable.md): Edit taxable and un-taxable items
- [How to Use a Retainer \(Video\)](http://help.ivy.co/en/articles/1024905-how-to-use-a-retainer-video.md): Receiving and Applying retainers or credits to Invoices. Client Retainers. Client Deposits
- [How to Delete a Retainer Request](http://help.ivy.co/en/articles/1173803-how-to-delete-a-retainer-request.md)
- [Requesting a Deposit](http://help.ivy.co/en/articles/1075919-requesting-a-deposit.md): Take partial payment on a proposal or invoice
- [How to Track your Expenses in Ivy](http://help.ivy.co/en/articles/2379460-how-to-track-your-expenses-in-ivy.md): Add and track your project's expenses
- [How to Enable the Approval per Line Item Feature](http://help.ivy.co/en/articles/978182-how-to-enable-the-approval-per-line-item-feature.md): Approval per Line Item on Ivy Proposals
- [How to Record Time Entries and Generate a Time Billing Invoice](http://help.ivy.co/en/articles/1072820-how-to-record-time-entries-and-generate-a-time-billing-invoice.md)
- [How to Change the Due Date on an Invoice](http://help.ivy.co/en/articles/1149509-how-to-change-the-due-date-on-an-invoice.md)
- [How to Generate / Create a Purchase Order \(PO\) from a Proposal or Invoice](http://help.ivy.co/en/articles/1324350-how-to-generate-create-a-purchase-order-po-from-a-proposal-or-invoice.md)
- [How to Create Purchase Orders \(POs\) from Proposal / Invoice for only SOME Items now and Others later?](http://help.ivy.co/en/articles/1531092-how-to-create-purchase-orders-pos-from-proposal-invoice-for-only-some-items-now-and-others-later.md)
- [How to Handle Vendor Credits on Ivy](http://help.ivy.co/en/articles/1764717-how-to-handle-vendor-credits-on-ivy.md): How to handle credits and refunds from your vendors on a purchase order \(PO\)
- [How to Delete an Unpaid Invoice, Proposal, or PO](http://help.ivy.co/en/articles/1118417-how-to-delete-an-unpaid-invoice-proposal-or-po.md): Remove unpaid documents you don't need
- [How to Delete a Manually Recorded Payment or Retainer / Credit Application](http://help.ivy.co/en/articles/1172208-how-to-delete-a-manually-recorded-payment-or-retainer-credit-application.md): Delete manually recorded payments \(including applications of credits and retainers\) on your documents!
- [Reporting within Ivy](http://help.ivy.co/en/articles/941679-reporting-within-ivy.md): Learn how to generate different reports
- [See Tax Breakdown by Project](http://help.ivy.co/en/articles/1038376-see-tax-breakdown-by-project.md): Tax per invoice, Project Tax, Invoice by Invoice Breakdown
- [How to See Markup Revenue per Project](http://help.ivy.co/en/articles/978019-how-to-see-markup-revenue-per-project.md): See how much you're making in markups per project!
- [How to Access Your Tax Liability Report](http://help.ivy.co/en/articles/978025-how-to-access-your-tax-liability-report.md): Tax Liability Reporting in Ivy
- [How to Attach your Documents](http://help.ivy.co/en/articles/978196-how-to-attach-your-documents.md): Attach documents, contracts, images and more to documents and projects!
- [Drag & Drop Items on Documents](http://help.ivy.co/en/articles/963145-drag-drop-items-on-documents.md): How to rearrange the order of line items on a document
- [How to PDF Your Document and Print it](http://help.ivy.co/en/articles/1118148-how-to-pdf-your-document-and-print-it.md)
- [How to Categorize Your Vendors](http://help.ivy.co/en/articles/978224-how-to-categorize-your-vendors.md): Organizing vendors with categories
- [Charging Your Client for Your Design Services Using a Flat Fee](http://help.ivy.co/en/articles/1115357-charging-your-client-for-your-design-services-using-a-flat-fee.md): Are you needing to bill for your time using a flat fee? Check out this article to learn how.

## Integrating with Quickbooks Online

- [Ivy/QBO: How to Manage Multiple Sales Tax Rates](http://help.ivy.co/en/articles/3743698-ivy-qbo-how-to-manage-multiple-sales-tax-rates.md): Destination based states & multiple sales tax rates
- [Syncing Tax on a Purchase Order to QuickBooks](http://help.ivy.co/en/articles/3099206-syncing-tax-on-a-purchase-order-to-quickbooks.md): Ivy is adding new tools to help you track vendor paid tax easily through QuickBooks
- [Mastering your Ivy/QBO Integration \(WEBINAR\)](http://help.ivy.co/en/articles/2715313-mastering-your-ivy-qbo-integration-webinar.md): Everything you need to know about payments, bill payments, transaction fees, and resolving sync errors in Ivy/QBO
- [Before Connecting, Learn More About Ivy's Integration with Quickbooks Online](http://help.ivy.co/en/articles/915651-before-connecting-learn-more-about-ivy-s-integration-with-quickbooks-online.md): The basics
- [How Ivy Integrates with QBO \(WEBINAR\)](http://help.ivy.co/en/articles/2173660-how-ivy-integrates-with-qbo-webinar.md): Everything you need to know about how Ivy's integration with QBO works
- [Getting Started: How to Sync Ivy with QB](http://help.ivy.co/en/articles/920741-getting-started-how-to-sync-ivy-with-qb.md): Steps to sync your Ivy account to your QBO account
- [How to Map Houzz Pro to QuickBooks Online Chart of Accounts \(With Video\)](http://help.ivy.co/en/articles/1313373-how-to-map-houzz-pro-to-quickbooks-online-chart-of-accounts-with-video.md): Make sure your Houzz Pro to QuickBooks Online \(QBO\) sync is connected and set up properly
- [Downloading Client List from Quickbooks](http://help.ivy.co/en/articles/1549333-downloading-client-list-from-quickbooks.md): Export your client list from QB to import into Ivy!
- [Ivy to QBO Sync Explained \(VIDEO\)](http://help.ivy.co/en/articles/1313478-ivy-to-qbo-sync-explained-video.md): Dive into what it means when documents sync from Ivy to QBO.
- [Sync My Existing Ivy Docs to QBO.](http://help.ivy.co/en/articles/1313586-sync-my-existing-ivy-docs-to-qbo.md): Is your Ivy account connected to QBO \(or planning to\), and need to push all of your Ivy data over?
- [How to Check Your Quickbooks Document Sync in Ivy](http://help.ivy.co/en/articles/1115039-how-to-check-your-quickbooks-document-sync-in-ivy.md): We promise it's super easy
- [Quickbooks Sync Status Indicator](http://help.ivy.co/en/articles/1078253-quickbooks-sync-status-indicator.md): Remap to Ivy project to existing customer. See sync status of Ivy proposals, invoices and POs
- [Ivy Line Item vs. QBO Line Item \(Video\)](http://help.ivy.co/en/articles/1313948-ivy-line-item-vs-qbo-line-item-video.md): Understand how an Ivy Line Item maps over to QBO.
- [Map Project to Existing QB Customer and Vendors to Existing QB Vendors \(VIDEO\)](http://help.ivy.co/en/articles/1306050-map-project-to-existing-qb-customer-and-vendors-to-existing-qb-vendors-video.md): Map a new project or move existing project on Ivy to whichever customer you want on QBO
- [Choose Default QBO Bill Pay Accounts in Ivy](http://help.ivy.co/en/articles/1101456-choose-default-qbo-bill-pay-accounts-in-ivy.md): Default bank account default business credit card QBO Bill Payment
- [Reconcile Ivy Transaction Fees on QBO \(Video\)](http://help.ivy.co/en/articles/1031465-reconcile-ivy-transaction-fees-on-qbo-video.md): Transaction fee, processing fee, credit card fee QBO

## Grow Your Business on Ivy

- [How to Use Your Ivy Schedule](http://help.ivy.co/en/articles/3320107-how-to-use-your-ivy-schedule.md): Create tasks, events, and To Do items on Ivy
- [Global Dashboard](http://help.ivy.co/en/articles/1825933-global-dashboard.md): Learn more about the company dashboard and the information it provides
- [Furniture, Fixtures and Equipment Schedules](http://help.ivy.co/en/articles/2027796-furniture-fixtures-and-equipment-schedules.md): Learn how to generate your FF&E schedule in an Ivy project
- [Importing Time Entries into the Time Billing Section from an Outside Tracking Service](http://help.ivy.co/en/articles/1531607-importing-time-entries-into-the-time-billing-section-from-an-outside-tracking-service.md): Let's get your time logged in your Ivy account so that you can start billing for it!
- [Exporting Client and Vendor Lists](http://help.ivy.co/en/articles/1478552-exporting-client-and-vendor-lists.md): Import your Ivy client or vendor lists to other marketing platforms
- [Purchasing Through an Ivy Purchasing Agent](http://help.ivy.co/en/articles/1195751-purchasing-through-an-ivy-purchasing-agent.md): Rules of engagement when purchasing through a purchasing Agent/Buyer
- [How to Get a Glimpse of Your Profits for a Project](http://help.ivy.co/en/articles/979194-how-to-get-a-glimpse-of-your-profits-for-a-project.md): Watch this short video
- [Viewing Your Total Costs per Document](http://help.ivy.co/en/articles/1366751-viewing-your-total-costs-per-document.md): How to see a breakdown of total costs when building or viewing proposals and invoices
- [Online Payments 101 \(VIDEO\)](http://help.ivy.co/en/articles/2165859-online-payments-101-video.md): Everything you need to know about taking online payments through Ivy
- [How to View Your Payments](http://help.ivy.co/en/articles/1132923-how-to-view-your-payments.md): Track payments that were made through our payment methods
- [How to Send a Receipt for a Payment](http://help.ivy.co/en/articles/1116437-how-to-send-a-receipt-for-a-payment.md): Follow these simple instructions
- [Creating a Working Expense / Reimbursable Proposal](http://help.ivy.co/en/articles/1118512-creating-a-working-expense-reimbursable-proposal.md): Learn how to add reimbursements to your proposals
- [How to Handle a Return](http://help.ivy.co/en/articles/979106-how-to-handle-a-return.md): Learn the best way to record/show a return for items on an invoice

## Manage Your Ivy Projects Like a Boss

- [How to Show Financial Totals on the Client Dashboard](http://help.ivy.co/en/articles/3599863-how-to-show-financial-totals-on-the-client-dashboard.md)
- [Multiply your sourcing power!](http://help.ivy.co/en/articles/2603526-multiply-your-sourcing-power.md): Add multiple images to every product you upload
- [Sourcing Products on Ivy](http://help.ivy.co/en/articles/2634698-sourcing-products-on-ivy.md): Clip products from websites, upload manually, or source products on your mobile!
- [Update Line Items in the Project Tracker](http://help.ivy.co/en/articles/1115311-update-line-items-in-the-project-tracker.md): Get all the product & service information regardless of where you are in the project.
- [Project Dashboard](http://help.ivy.co/en/articles/1826217-project-dashboard.md): Learn more about the project dashboard and the information it provides
- [Saving Multiple Addresses for a Project](http://help.ivy.co/en/articles/1115683-saving-multiple-addresses-for-a-project.md): Learn how to add an additional address to a project
- [How to Download the Project Tracker to Excel](http://help.ivy.co/en/articles/1268147-how-to-download-the-project-tracker-to-excel.md): Just in case you need to
- [Project Budgets](http://help.ivy.co/en/articles/1478537-project-budgets.md): Understand how your project is progressing
- [To Do Items](http://help.ivy.co/en/articles/1613118-to-do-items.md): How to manage your tasks in Ivy using To Do Items
- [How to Use the Stopwatch to Track Your Time](http://help.ivy.co/en/articles/1176942-how-to-use-the-stopwatch-to-track-your-time.md): Time yourself and log in your hours
- [Adding an Event to the Calendar / Plan](http://help.ivy.co/en/articles/1118606-adding-an-event-to-the-calendar-plan.md): Stay updated with all of your events
- [How to See Your Document's Timeline](http://help.ivy.co/en/articles/1484031-how-to-see-your-document-s-timeline.md): See time stamps and dates for important actions taken on your documents
- [How to Publish / Un-publish Documents](http://help.ivy.co/en/articles/1137419-how-to-publish-un-publish-documents.md): Publish all of your proposals & invoices from the project dashboard
- [Marking a Document as "Closed"](http://help.ivy.co/en/articles/1115606-marking-a-document-as-closed.md): When one document closes...another one opens
- [Organizing Different Projects for the Same Client](http://help.ivy.co/en/articles/1115972-organizing-different-projects-for-the-same-client.md): The best way to organize your Ivy projects
- [Sharing the Project Dashboard with Your Client](http://help.ivy.co/en/articles/1116523-sharing-the-project-dashboard-with-your-client.md): Sharing is caring! Give your clients access to proposals & invoices
- [Showing MSRP Discounts to Clients](http://help.ivy.co/en/articles/1366560-showing-msrp-discounts-to-clients.md): Show your clients discounts off of MSRP directly in proposals and invoices
- [How to Make a Payment to a Vendor on a PO to Place an Order](http://help.ivy.co/en/articles/1186347-how-to-make-a-payment-to-a-vendor-on-a-po-to-place-an-order.md): Place orders directly from your Ivy account

## Vendors and Service Providers

- [Ivy verified Vendors](http://help.ivy.co/en/articles/2881884-ivy-verified-vendors.md)
- [How to Utilize Ivy Purchasing Agents \(WEBINAR\)](http://help.ivy.co/en/articles/2484321-how-to-utilize-ivy-purchasing-agents-webinar.md): Hear from Kim Sperr and Mary Gorman themselves to understand how to make the most out of Ivy Purchasing Agents
- [Introduction to Ivy](http://help.ivy.co/en/articles/841360-introduction-to-ivy.md): Learn about Ivy and what it can do for you
- [Receiving Payments with Ivy \[FOR VENDORS\]](http://help.ivy.co/en/articles/841378-receiving-payments-with-ivy-for-vendors.md): How to set up your account and start receiving payments
- [Terms](http://help.ivy.co/en/articles/842293-terms.md): Learn about payment fees and processing times

## IVY FAQs

- [Ivy's Privacy Policy, Updated April 8, 2019](http://help.ivy.co/en/articles/3550341-ivy-s-privacy-policy-updated-april-8-2019.md)
- [How to Add an Image to the Clipper If You Can’t Clip It](http://help.ivy.co/en/articles/3402000-how-to-add-an-image-to-the-clipper-if-you-can-t-clip-it.md)
- [Connected documents, and why you should ALWAYS start with a proposal](http://help.ivy.co/en/articles/2452409-connected-documents-and-why-you-should-always-start-with-a-proposal.md): Avoid those duplicate items in your project tracker!
- [Ivy Online Payment Processing Fees](http://help.ivy.co/en/articles/2424061-ivy-online-payment-processing-fees.md)
- [Tax Reporting on Ivy](http://help.ivy.co/en/articles/2290602-tax-reporting-on-ivy.md): Learn about the different types of tax reports you can pull on Ivy!
- [Ivy Advanced Q&A \(Webinar\)](http://help.ivy.co/en/articles/2274023-ivy-advanced-q-a-webinar.md): In depth review of how to track extraneous income/finances, tax reporting, profitability, and purchase orders.
- [Breaking Down the Access Permissions per Team Member](http://help.ivy.co/en/articles/1529702-breaking-down-the-access-permissions-per-team-member.md): Set specific access permissions for your team
- [How to Archive a Team Member Who Is no Longer with Your Firm](http://help.ivy.co/en/articles/1120173-how-to-archive-a-team-member-who-is-no-longer-with-your-firm.md): Make sure old team members can't access their Ivy account
- [Web Browser Compatibility](http://help.ivy.co/en/articles/941638-web-browser-compatibility.md): Browsers Compatible with Ivy
- [My Clipper Is Following Me, Help!](http://help.ivy.co/en/articles/1478563-my-clipper-is-following-me-help.md): Learn how to disable the clipper when not in use
- [Can I Merge Projects or Create Sub-Projects?](http://help.ivy.co/en/articles/1149604-can-i-merge-projects-or-create-sub-projects.md): Our suggestions on project merging
- [What does Tax Agency Mean?](http://help.ivy.co/en/articles/978024-what-does-tax-agency-mean.md): Setting up your tax rates correctly
- [Does the Ivy Calendar Integrate with any External Calendars?](http://help.ivy.co/en/articles/1121406-does-the-ivy-calendar-integrate-with-any-external-calendars.md): Sync your Ivy calendar with a calendar of your choice
- [Tracking Inventory](http://help.ivy.co/en/articles/1150440-tracking-inventory.md): Use QBO Plus to track your inventory on Ivy
- [Liability vs. Revenue](http://help.ivy.co/en/articles/1115846-liability-vs-revenue.md): How to differentiate between liability and revenue
- [How to View Archived Vendors, Clients, or Products and Reactivate Them](http://help.ivy.co/en/articles/1531584-how-to-view-archived-vendors-clients-or-products-and-reactivate-them.md): Archive or reactivate
- [Delete / Archive a Vendor, Client, or Product](http://help.ivy.co/en/articles/1018634-delete-archive-a-vendor-client-or-product.md): Easily remove vendors, clients, or products
- [How to Delete a Client](http://help.ivy.co/en/articles/978240-how-to-delete-a-client.md): Deleting a client
- [Forgot Password?](http://help.ivy.co/en/articles/941633-forgot-password.md)
- [How Can I Cancel My Ivy Membership?](http://help.ivy.co/en/articles/1115070-how-can-i-cancel-my-ivy-membership.md)
- [Banks Supported for Bank Transfer \(ACH\) Payment Option](http://help.ivy.co/en/articles/978210-banks-supported-for-bank-transfer-ach-payment-option.md): Check this list to see if you're client's bank is supported by Ivy's Payment Processor
- [What Is Stripe? How Will My Payments be Processed?](http://help.ivy.co/en/articles/1053095-what-is-stripe-how-will-my-payments-be-processed.md): Accepting payments online
- [Payment Transfers](http://help.ivy.co/en/articles/941997-payment-transfers.md): Payment transfer details you need to know
- [Offsetting Transaction Fees to your Client](http://help.ivy.co/en/articles/1118491-offsetting-transaction-fees-to-your-client.md)
- [How to Bill Your Client for Labor Services](http://help.ivy.co/en/articles/1115374-how-to-bill-your-client-for-labor-services.md): This article will show you how to charge your client for things like upholstery, building/contractor services, etc.
- [How Can My Client Pay in Multiple Increments or with Multiple Credit Cards on a Single Document?](http://help.ivy.co/en/articles/1756195-how-can-my-client-pay-in-multiple-increments-or-with-multiple-credit-cards-on-a-single-document.md): Utilizing retainers to process multiple payments on a single document.
- [Pay on Behalf of Your Client](http://help.ivy.co/en/articles/1008781-pay-on-behalf-of-your-client.md): Make a payment on your client's behalf
- [Why Does My Client See an Extra $1.00 Charge on Their Statement?](http://help.ivy.co/en/articles/1161834-why-does-my-client-see-an-extra-1-00-charge-on-their-statement.md): A full explanation from Stripe
- [Credit Card Payment Authentication Error](http://help.ivy.co/en/articles/2046655-credit-card-payment-authentication-error.md): What does this error mean for your client paying you by credit card?
- ["Pending" Status on ACH Payments](http://help.ivy.co/en/articles/2046478-pending-status-on-ach-payments.md): What does the "pending" status on an ACH Payment mean?
- [Schedule Payment Reminder Emails for Your Clients](http://help.ivy.co/en/articles/1078109-schedule-payment-reminder-emails-for-your-clients.md): Client Emails, Remind my client to pay, send reminders
- [Creating Credits from Invoices with Applied Retainer Payments](http://help.ivy.co/en/articles/1760861-creating-credits-from-invoices-with-applied-retainer-payments.md): I tried to create a credit from an invoice with an applied retainer payment but can't find the credit in my account - what happened?
- [How to Handle Refunds in Ivy](http://help.ivy.co/en/articles/1022918-how-to-handle-refunds-in-ivy.md): How to handle refunds in Ivy
- [Status Breakdown for Proposals, Invoices, & Purchase Orders](http://help.ivy.co/en/articles/1531138-status-breakdown-for-proposals-invoices-purchase-orders.md): Statuses for each document
- [Do I Always Need to Create a PO?](http://help.ivy.co/en/articles/1024928-do-i-always-need-to-create-a-po.md): Create PO. Did NOT send to Vendor. Bought online do I still need to create a PO?
- [If You Have an Additional Address for a PO](http://help.ivy.co/en/articles/1013610-if-you-have-an-additional-address-for-a-po.md): Saving extra shipping address
- [Shipping Cost on a Purchase Order \(PO\) Generated from a Proposal or Invoice](http://help.ivy.co/en/articles/1118965-shipping-cost-on-a-purchase-order-po-generated-from-a-proposal-or-invoice.md)
- [Use a Retainer Against a Proposal](http://help.ivy.co/en/articles/1038390-use-a-retainer-against-a-proposal.md): Retainers as Liability, Payments on Proposals, Using retainers
- [How to use an Alias to Change the Product Title on Proposals & Invoices](http://help.ivy.co/en/articles/1530974-how-to-use-an-alias-to-change-the-product-title-on-proposals-invoices.md): Preventing your clients from "shopping you"
- [Can I Add more Time Entries to an Existing Invoice I Have not yet Sent?](http://help.ivy.co/en/articles/978217-can-i-add-more-time-entries-to-an-existing-invoice-i-have-not-yet-sent.md): Our best practice
- [Merge / Combine Invoices or Proposals](http://help.ivy.co/en/articles/1115255-merge-combine-invoices-or-proposals.md): Manually combine multiple invoices
- [Expiration of Invoices & Proposals](http://help.ivy.co/en/articles/1116470-expiration-of-invoices-proposals.md): Documents are set according to the payment terms

## What's New

- [Meet the New and Improved Ivy Clipper](http://help.ivy.co/en/articles/3295794-meet-the-new-and-improved-ivy-clipper.md)
- [What’s New - June 16, 2019](http://help.ivy.co/en/articles/3072648-what-s-new-june-16-2019.md)
- [Canada, United Kingdom, and Australia here we come!](http://help.ivy.co/en/articles/2995951-canada-united-kingdom-and-australia-here-we-come.md): Ivy goes international
- [What's New - May 14, 2019](http://help.ivy.co/en/articles/2922587-what-s-new-may-14-2019.md)
- [Ivy updates you’ll fall in love with](http://help.ivy.co/en/articles/2706813-ivy-updates-you-ll-fall-in-love-with.md): New mobile updates, February webinars & more!
- [January 2019: 360 Product View and Multiple Images \(WEBINAR\)](http://help.ivy.co/en/articles/2653756-january-2019-360-product-view-and-multiple-images-webinar.md): Learn about how to utilize Ivy's multiple images on products and services, and our new 360 product view!
- [New Year, New Possibilities](http://help.ivy.co/en/articles/2616498-new-year-new-possibilities.md): Introducing multiple images, vendor tax, and 360 view on Ivy!
- [Mobile App, Expenses, Project Tracker, and More!](http://help.ivy.co/en/articles/2451151-mobile-app-expenses-project-tracker-and-more.md): A big bag of tricks and treats you don’t want to miss
- [Fall Product Update! \(WEBINAR\)](http://help.ivy.co/en/articles/2447424-fall-product-update-webinar.md): Learn all about Ivy's new releases: Progressive Invoicing, Merging POs, Expense Tracking, and our Mobile App
- [Ivy’s mobile app for iOS and Android](http://help.ivy.co/en/articles/2434144-ivy-s-mobile-app-for-ios-and-android.md): Everything you need to know about our mobile app
- [What's New - August 27 2018](http://help.ivy.co/en/articles/2206316-what-s-new-august-27-2018.md): Here's what's new!
- [What's New - August 13th 2018](http://help.ivy.co/en/articles/2233355-what-s-new-august-13th-2018.md): Learn what's new
- [What's New - July 16th 2018](http://help.ivy.co/en/articles/2101378-what-s-new-july-16th-2018.md): Learn what's just been released
- [Coming Fall 2018!](http://help.ivy.co/en/articles/2125352-coming-fall-2018.md): Find out what we're working on next!

## Ivy UK

- [Online Payment Processing Fees - Ivy UK](http://help.ivy.co/en/articles/3672581-online-payment-processing-fees-ivy-uk.md)
- [How to Show Clients Pricing Inclusive of VAT on Documents](http://help.ivy.co/en/articles/3555540-how-to-show-clients-pricing-inclusive-of-vat-on-documents.md)
- [Ivy UK | How to Create a Project](http://help.ivy.co/en/articles/3457023-ivy-uk-how-to-create-a-project.md): See how easy it is to create a new project in your Ivy account!
- [How to Use Your Ivy Calendar - Ivy UK](http://help.ivy.co/en/articles/3390890-how-to-use-your-ivy-calendar-ivy-uk.md): Create tasks, events, and To Do items on Ivy
- [Add Your VAT Number to Documents](http://help.ivy.co/en/articles/3223962-add-your-vat-number-to-documents.md): Want to add your company’s VAT number to documents on Ivy? It’s easy.
- [Ivy UK's Inclusive vs. Exclusive Tax Structure](http://help.ivy.co/en/articles/3055697-ivy-uk-s-inclusive-vs-exclusive-tax-structure.md)
- [Ivy UK](http://help.ivy.co/en/articles/2995956-ivy-uk.md): Everything you need to know

## Ivy Australia

- [AU | GST Rounding on Invoices](http://help.ivy.co/en/articles/4196121-au-gst-rounding-on-invoices.md): Wondering why invoices are not showing round numbers on GST-inclusive invoices?
- [Online Payment Processing Fees - Ivy AU](http://help.ivy.co/en/articles/3672594-online-payment-processing-fees-ivy-au.md)
- [How to Show Clients Pricing Inclusive of GST on Documents](http://help.ivy.co/en/articles/3555543-how-to-show-clients-pricing-inclusive-of-gst-on-documents.md)
- [How to Use Your Ivy Calendar - Ivy Australia](http://help.ivy.co/en/articles/3390891-how-to-use-your-ivy-calendar-ivy-australia.md): Create tasks, events, and To Do items on Ivy
- [Add Your ABN to Documents](http://help.ivy.co/en/articles/3224043-add-your-abn-to-documents.md): Want to add your company’s ABN to documents on Ivy? It’s easy.
- [Ivy’s AU's Inclusive vs. Exclusive Tax Structure](http://help.ivy.co/en/articles/3055705-ivy-s-au-s-inclusive-vs-exclusive-tax-structure.md)
- [Ivy Australia](http://help.ivy.co/en/articles/2995962-ivy-australia.md): Everything you need to know

## Ivy Canada

- [Ivy Canada](http://help.ivy.co/en/articles/2995959-ivy-canada.md): Everything you need to know