Proposals & InvoicesBefore you steam ahead setting up your Proposals and Invoices, here's some important steps you'll need to start with.
To receive payments, you will need to integrate a payment processor to Ivorey first. Almost all Ivorey members use Stripe because it gives the most functionality. Learn how to integrate your payment processor here.
You'll need to ensure all your products are loaded in so that they are available to start pulling into your proposal and/or invoices. Learn how to add your products into Ivorey here.
Yes! As a bonus gift we'll customise all the default email templates in your account with your unique logo, image and signature. Submit your images here and it will be completed within 1-2 business days and help shortcut the steps later on in this training.
Are you trying to decide if proposals and/or invoices are the right way for you to sell? Let's take a look behind the scenes at how easy it is to setup (and even automate) this journey in the click of a few buttons. This is not a tech tutorial - just a visual walkthrough of what's possible!
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Set up your Proposal Template and Settings
Set up your Invoice Template and Settings
Customise your Automated Invoices & Automated Emails
Customise your Proposal Settings & Automated Emails
Manually Send Invoices without a Proposal
Congratulations! You're a pro at Ivorey invoices and proposals now and can start getting paid for your incredible products and services 
Proposals let you present services or packages before requesting payment, while manual invoices allow you to request payment directly without a proposal. You can choose whichever works best for your workflow.
Absolutely! You can customise invoices and proposals to include your business information and branded email templates for a professional look.
Yes. Ivorey allows you to automate sending invoice reminders to clients using pre-made email templates, saving you time and ensuring timely payments.
Yes. Manual invoices let you request payments directly from clients without creating a proposal first.
Everything is managed directly in your Ivorey account under the "Payments" tab on the left menu and under "Invoices & Estimates" or "Documents & Contracts". You can create, send, track, and follow up on all payments from one place.
The invoice date filter works based on the payment date, not the date the invoice was issued or created. This means that if an invoice was paid within the date range you selected, it will appear in your results even if it was issued earlier.
The amount will not display in the dashboard until the invoice status is “Paid”.
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
