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HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
THE 10 TYPES OF CLIENTS YOU WANT TO STEER AWAY FROM Here are the 10 types of clients to avoid for seamless designer-client relationships. 1. Poor Communicators. Communication is key with any good professional relationship. But it’s especially important with clients who you’ll be interacting with often daily, in the intimacy of their home. If a client is a flakey communicator from the start 13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOUZZ PRO: YOUR QUESTIONS ANSWERED Q: Is Ivy different from Houzz Pro? The Houzz Pro-business management solution provides the same experience as Ivy. The only difference between the two is the addition of more features like a lead management solution, mood boards, 3D floor planner, and marketing tools like leads, a free website, reviews, video consultations, andmore.
SYNCING TAX ON A PURCHASE ORDER TO QUICKBOOKS The Quickbooks sync status has also been changed to give you better tracking when a Purchase Order has been reported with tax - if you see the “Synced with Tax” label it indicates that a line item was created for that Purchase Order / Vendor Bill in Quickbooks. For questions about this change please contact support@ivy.co. SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
THE 10 TYPES OF CLIENTS YOU WANT TO STEER AWAY FROM Here are the 10 types of clients to avoid for seamless designer-client relationships. 1. Poor Communicators. Communication is key with any good professional relationship. But it’s especially important with clients who you’ll be interacting with often daily, in the intimacy of their home. If a client is a flakey communicator from the start 13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOUZZ PRO: YOUR QUESTIONS ANSWERED Q: Is Ivy different from Houzz Pro? The Houzz Pro-business management solution provides the same experience as Ivy. The only difference between the two is the addition of more features like a lead management solution, mood boards, 3D floor planner, and marketing tools like leads, a free website, reviews, video consultations, andmore.
SYNCING TAX ON A PURCHASE ORDER TO QUICKBOOKS The Quickbooks sync status has also been changed to give you better tracking when a Purchase Order has been reported with tax - if you see the “Synced with Tax” label it indicates that a line item was created for that Purchase Order / Vendor Bill in Quickbooks. For questions about this change please contact support@ivy.co. SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow THE 10 TYPES OF CLIENTS YOU WANT TO STEER AWAY FROM Here are the 10 types of clients to avoid for seamless designer-client relationships. 1. Poor Communicators. Communication is key with any good professional relationship. But it’s especially important with clients who you’ll be interacting with often daily, in the intimacy of their home. If a client is a flakey communicator from the start 20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOUZZ PRO: YOUR QUESTIONS ANSWERED Q: Is Ivy different from Houzz Pro? The Houzz Pro-business management solution provides the same experience as Ivy. The only difference between the two is the addition of more features like a lead management solution, mood boards, 3D floor planner, and marketing tools like leads, a free website, reviews, video consultations, andmore.
SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
SYNCING TAX ON A PURCHASE ORDER TO QUICKBOOKS The Quickbooks sync status has also been changed to give you better tracking when a Purchase Order has been reported with tax - if you see the “Synced with Tax” label it indicates that a line item was created for that Purchase Order / Vendor Bill in Quickbooks. For questions about this change please contact support@ivy.co. BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW INTERIOR DESIGNERS ORGANIZE SAMPLES & MATERIALS Take a look at how Ivy interior designers organize their samples, store client project binders and materials, and setup workspaces for daily tasks and meetings. “We hang our fabric books so we can flip through them as neededit’s easy to unhook the ones we need. I had the maple “bookcases” custom built (and they’re tapered). DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW INTERIOR DESIGNERS ORGANIZE SAMPLES & MATERIALS Take a look at how Ivy interior designers organize their samples, store client project binders and materials, and setup workspaces for daily tasks and meetings. “We hang our fabric books so we can flip through them as neededit’s easy to unhook the ones we need. I had the maple “bookcases” custom built (and they’re tapered). DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
IVY HELP CENTER
Ivy Training. All you need to know about how to make the most of Ivy! 64 articles in this collection. Written by Sivan Salem and HelenaBachar Cohen.
IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. "ISSUE REFUND" FOR CREDITS / RETAINERS (VIDEO) Updated over a week ago. The "Issue Refund" function on a project's credits and retainers page allows you to reconcile your books within Ivy by zeroing out unused credits and retainers in a project. You can utilize this function if there are leftover credits and retainers that have not been applied as payments over the course of the project. BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW INTERIOR DESIGNERS ORGANIZE SAMPLES & MATERIALS Take a look at how Ivy interior designers organize their samples, store client project binders and materials, and setup workspaces for daily tasks and meetings. “We hang our fabric books so we can flip through them as neededit’s easy to unhook the ones we need. I had the maple “bookcases” custom built (and they’re tapered). DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a 10 INTERIOR DESIGN SCHOOLS IN AUSTRALIA YOU SHOULD KNOW Australia is home to some of the most innovative, interesting residential design happening anywhere right now, so it’s only fitting that the country also offers plenty of amazing places to study interior design. From top-ranked international universities to highly specialized and hands-on local design schools, here are 10 of the best interior design schools in Australia—and anywhere, really. BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW INTERIOR DESIGNERS ORGANIZE SAMPLES & MATERIALS Take a look at how Ivy interior designers organize their samples, store client project binders and materials, and setup workspaces for daily tasks and meetings. “We hang our fabric books so we can flip through them as neededit’s easy to unhook the ones we need. I had the maple “bookcases” custom built (and they’re tapered). DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a 10 INTERIOR DESIGN SCHOOLS IN AUSTRALIA YOU SHOULD KNOW Australia is home to some of the most innovative, interesting residential design happening anywhere right now, so it’s only fitting that the country also offers plenty of amazing places to study interior design. From top-ranked international universities to highly specialized and hands-on local design schools, here are 10 of the best interior design schools in Australia—and anywhere, really.IVY HELP CENTER
Ivy Training. All you need to know about how to make the most of Ivy! 64 articles in this collection. Written by Sivan Salem and HelenaBachar Cohen.
IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. THE TOP 10 SCHOOLS IN THE U.S. TO GET YOUR INTERIOR DESIGN 8. Cornell University. Ithaca, NY. Cornell is the only Ivy League school offering an interior design program, making it competitive and rigorous. Their Design and Environment Analysis program, at both the undergraduate and graduate levels, provide students with hands-on experiences in research and innovation, with a special focus on the impact of design on the environment. 13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow 20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
HOW CAN I CANCEL MY IVY MEMBERSHIP? Next, click on the blue "Contact Support" button at the bottom of the pop-up. Select the support category "Cancellation Request." Next, complete the cancellation request form. Click "Send Cancellation Request." You will receive a call from your dedicated account manager within 3 business days to discuss your membership options. "ISSUE REFUND" FOR CREDITS / RETAINERS (VIDEO) Updated over a week ago. The "Issue Refund" function on a project's credits and retainers page allows you to reconcile your books within Ivy by zeroing out unused credits and retainers in a project. You can utilize this function if there are leftover credits and retainers that have not been applied as payments over the course of the project. SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. WHAT A CLIENT EXPECTS FROM THEIR INTERIOR DESIGNER Price: The first and most basic element for why any client chooses their designer is price. Every client wants a designer in their price range, and every designer wants their client to be vocal about their budget. As the designer, try and minimize the headache in the budgeting process by being as upfront as possible with your costs fromthe get go.
DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correctIVY TRAINING
The Faces of Ivy. Whether you’re a new Ivy member, or a seasoned pro, our team will be able to guide you through all of what Ivy has to offer. Questions? Our support team is here to help! Contact support@ivy.co to get in touch. *Ivy’s support team works M-F from 9:30am-6:00pm ET. We will always strive to respond to your emailswithin one
IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
13 WAYS INTERIOR DESIGNERS MANAGE CLIENT EXPECTATIONS 7. Include as many details as you can in your Welcome/Intro packet. Provide full disclosure on elements such as the process chart, scope of work, project stages and guidelines, check-lists, important how to’s, FAQ, budget calculator office hours, an air-tight contract / LOA (Letter of Agreement), etc. Share a process chart, scope of work, project guidelines, a checklist for clients to follow HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
20 DESIGN CERTIFICATIONS AND COMMUNITIES YOU NEED TO KNOW ALA – American Lighting Specialist (certification and community) The American Lighting Association is a trade association working to protect and advance the residential lighting industry, while promoting the sale and proper application of quality lighting products. Certifications include Lighting Associate (LA), Lighting Specialist(LS
SYNCING TAX ON A PURCHASE ORDER TO QUICKBOOKS The Quickbooks sync status has also been changed to give you better tracking when a Purchase Order has been reported with tax - if you see the “Synced with Tax” label it indicates that a line item was created for that Purchase Order / Vendor Bill in Quickbooks. For questions about this change please contact support@ivy.co. 10 INTERIOR DESIGN SCHOOLS IN AUSTRALIA YOU SHOULD KNOW Australia is home to some of the most innovative, interesting residential design happening anywhere right now, so it’s only fitting that the country also offers plenty of amazing places to study interior design. From top-ranked international universities to highly specialized and hands-on local design schools, here are 10 of the best interior design schools in Australia—and anywhere, really. SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct "ISSUE REFUND" FOR CREDITS / RETAINERS (VIDEO) Updated over a week ago. The "Issue Refund" function on a project's credits and retainers page allows you to reconcile your books within Ivy by zeroing out unused credits and retainers in a project. You can utilize this function if there are leftover credits and retainers that have not been applied as payments over the course of the project. BUSINESS MANAGEMENT SOFTWARE FOR DESIGNERS Thousands of design professionals use Ivy. "Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry." "Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a designbusiness
HOW TO CONTACT OUR SUPPORT TEAM The fastest way to get in touch with a member of our support team is to log into your account and click on the support icon at the bottom left of the screen. When clicking on the support icon, you’ll have the option to search our help center for answers or contact our support team. Click on "Contact Support" and choose the category youwould
HOW TO DOWNLOAD THE IVY CLIPPER The Ivy Clipper is only supported in Google Chrome, and can be downloaded here.. Step 1: Click "Add to Chrome." HOW TO HANDLE REFUNDS IN IVY How to handle refunds in Ivy. You cannot issue refunds in Ivy, however you have many options to take care of this in Ivy -. Option 1: Delete the item from the invoice - this will then lower the balance of the invoice, therefore, creating a credit of the overpayment. This credit can then be applied to any other invoice in the project. 5 WAYS INTERIOR DESIGNERS CAN TARGET THEIR IDEAL CLIENTS As a designer, this is your most valuable asset, so it’s crucial to not waste your time networking and marketing where you shouldn’t be. Crystal Blond. 4. Pick one social media outlet and do it well. It can be very overwhelming to have to set up an Instagram, Pinterest, Facebook, and Twitter page all at once. DOWNLOADING CLIENT LIST FROM QUICKBOOKS Export your client list from QB to import into Ivy! Launch QuickBooks. 2. Click "Customer Center" in the main menu to open the customer list. 3. Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers. 4. 22 RED FLAGS THAT INDICATE AN INTERIOR DESIGN CLIENT IS 5. Watch out for the potential clients who are only looking for a bargain. Words like cheap or fast are your warning signs. Hey Arnold Nicksplat GIF - Find & Share on GIPHY. 6. If your style and aesthetic don’t mesh, or your potential client is unimpressed by your portfolio, it’s not a good match. 7. HOW TO HANDLE A RETURN The best way to show a return on an invoice is to add a new line item called "RETURN" and include the details of which item was returned in the line item description and put the negative dollar value of the returned item so it's like you're subtracting that item from the invoice. This way you have a HOW TO GENERATE / CREATE A PURCHASE ORDER (PO) FROM A Here's how you generate a PO from a proposal or invoice: After clicking "Create Purchase Order (s)" from the top-right portion of the screen while viewing your proposal or invoice on the screen, you'll be presented with a pop-up window asking you to associate each line item with the relevant vendor. Once you've gone through and set the correct "ISSUE REFUND" FOR CREDITS / RETAINERS (VIDEO) Updated over a week ago. The "Issue Refund" function on a project's credits and retainers page allows you to reconcile your books within Ivy by zeroing out unused credits and retainers in a project. You can utilize this function if there are leftover credits and retainers that have not been applied as payments over the course of the project. IVY'S GUIDE TO PURCHASE ORDERS Create dedicated purchase order reports. Leverage Ivy’s Reports section to pull specific purchase order reports for your company. Select the “Purchase Orders” reports and choose the dates you would like to generate the report for. You can see all dates or choose a custom date. You can pull a report for all projects or for aspecific
REPORTING WITHIN IVY From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project. Various types of reports to gather different types of data. Transactions. Download your full list of documents (proposals and invoices) per project. Can filter to show custom date range,project
IVYMARK IS JOINING HOUZZ! With Houzz, IvyMark will be able to continue on our mission, now with the resources to create an even better platform so that you can make more time for design. While this partnership is big news for us, it won’t change the heartbeat of IvyMark. The IvyMark team that you know and love will continue to support your needs and the needs of the HOW TO CREATE A CREDIT You need to create the credit from the invoice you took the payment on and then that money will be in your credit balance for the project and you can apply it to any other invoices in the project. If playback doesn't begin shortly, try restarting your device. Videos you watch may be added to the TV's watch history and influence TVrecommendations.
THE 10 TYPES OF CLIENTS YOU WANT TO STEER AWAY FROM Here are the 10 types of clients to avoid for seamless designer-client relationships. 1. Poor Communicators. Communication is key with any good professional relationship. But it’s especially important with clients who you’ll be interacting with often daily, in the intimacy of their home. If a client is a flakey communicator from the start "PENDING" STATUS ON ACH PAYMENTS The payment record on the document will show a "Pending" status, and will say "*Waiting for final payment approval." Once the payment is fully cleared/approved (within 5 business days), you will receive an e-mail notification that the payment has cleared, and the status will change to "Paid." If the payment fails, you will receive an e-mail INTEGRATING WITH QUICKBOOKS ONLINE Integrating with Quickbooks Online. Your ultimate Ivy-Quickbooks guide. 16 articles in this collection. Written by Sivan Salem. SHIPPING COST ON A PURCHASE ORDER (PO) GENERATED FROM A Shipping Cost on a Purchase Order (PO) Generated from a Proposal or Invoice. Most firms don't include shipping on a PO because usually the vendor will add shipping to the bill they send you, so we don't automatically transfer the shipping cost you're charging your client to the PO. When creating POs from the proposal or invoice, you'll seea
OFFSETTING TRANSACTION FEES TO YOUR CLIENT All payments processed through the Ivy Online Payment Portal will incur a transaction fee, and Ivy gives designers the option to offset these fees to their client. To do this, simply click the option to 'Charge Client Transaction Fee' when sending a document for payment. If you offset the transaction fee to your client, the additional fee SYNCING TAX ON A PURCHASE ORDER TO QUICKBOOKS The Quickbooks sync status has also been changed to give you better tracking when a Purchase Order has been reported with tax - if you see the “Synced with Tax” label it indicates that a line item was created for that Purchase Order / Vendor Bill in Quickbooks. For questions about this change please contact support@ivy.co.*
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Eric Roseff Designs
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Savvy Interiors
"Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a design business!"Alison Giese
Alison Giese Interiors "Ivy has brought so much order to our office, and given us more time to focus on design…Ivy really cares, and the support they give is unequaled. They help us to be on top of our professional game."Eric Roseff
Eric Roseff Designs
"Ivy creates a platform of excellence by continually refining its user-friendly features, listening to its client base, and striving for excellence to be the best in the industry."Susan Wintersteen
Savvy Interiors
"Ivy has given me the organizational and process tools that I never even realized I HAD to have to run a design business!"Alison Giese
Alison Giese Interiors‹›
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