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Invoicing Done Right

Simplify payments by allowing credit card and ACH transactions; securely store financial information with Stripe, and directly deposit collected funds into your account.

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With Managing It Right’s Invoicing feature, you can elevate your customer experience by providing professional invoices and seamless payment options. Say goodbye to the hassle of chasing payments and waiting for checks to arrive—our integration with Stripe allows you to receive payments quickly and efficiently through credit cards and ACH transactions.

By connecting your Stripe account to Managing It Right, you gain access to a trusted payment service provider that ensures the security and reliability of your financial transactions. Whether your clients prefer to pay by credit card or ACH, our platform makes it easy to collect payments and streamline your invoicing process.

With Managing It Right, you can also set up recurring invoices for added convenience. Whether you have ongoing projects or subscription-based services, our platform automates the invoicing process, saving you time and effort.

In The Office

Key Invoicing Features

invoicing
Seamless Invoicing Experience

Managing It Right’s Invoicing feature offers professional invoices and seamless payment options, enhancing customer experience.

centralized invoicing
Centralized Invoicing

All invoices are stored in one place, providing quick and easy access to financial records and keeping everything organized.

Manage Resources
secure invoicing
Simple and Secure

The user-friendly interface simplifies setting up payment options and managing financial information, with data securely stored with Stripe.

Track Progress
fast access to funds
Fast Access to Funds

Payments collected through the platform are directly deposited into your account, ensuring fast access to funds and efficient payment processing.

Make Decisions

In the Field

Invoicing on the Go

Quickly generate professional invoices, accept credit card and ACH payments via Stripe, set up recurring invoices for ongoing projects, and easily access their financial records from the palm of your hand,

Discover Benefits

Frequently

Asked Questions

What is Invoicing in Managing It Right, and how does it work?

Invoicing is an included with your Managing It Right subscription. It allows you to create professional invoices, send them directly to clients via email or as PDFs, and manage payments efficiently through Stripe.

Can I edit or delete an invoice once it's been finalized?

No, once an invoice is marked as finalized, it cannot be edited. However, you can delete draft invoices if necessary. It’s important to review all details before finalizing an invoice.

What are promotional codes, and how do I create them?

Promotional codes are discounts that you can offer to your clients. To create a promotional code, go to “Promotional Codes,” click “New,” enter details such as discount percentage, redemption limits, and validity dates, then save the code. You can share this code with your customers for promotional purposes.

Do I need a Stripe account to use the Invoicing feature?

Yes, you must sign up for a Stripe account to utilize our Invoicing service. Stripe handles all payment processing securely, and your financial information remains confidential with Stripe.

Can I set up recurring invoices for regular clients?

Yes, Managing It Right allows you to set up recurring invoices for ongoing services or subscriptions. Simply select “Set up Recurring Invoices,” enter the necessary details including invoice frequency and customer information, and save the settings.

How does Managing It Right ensure the security of financial transactions?

All financial information is securely stored and processed through Stripe, a trusted third-party payment processor. Stripe handles sensitive data encryption and compliance with industry standards, ensuring the security and reliability of your transactions.

What our clients say

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I highly recommend Managing It Right. We are on the subcontractor side and use several portals for over 50 customers and our people prefer MIR. You can set up permission based users, verify a schedule date, see if a PO has been paid or review job files at the click of a button. You can even upload a picture of a completed assignment to speed up payment approval. The team at Managing It Right have even came to our office on multiple occasions to train our new people and make sure we are getting the most out of the portal. I can’t say enough about the customer support. The overall experience with Managing It Right has been outstanding!
Barry Jones
JCS Carolinas
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Managing It Right allows for clear communication between my team and the builder. We also love the ability of automation. All the documents and designs selections can be easily shared, maintained and hosted so there is not confusion on what is being installed and designed. This system makes our jobs more effective and the houses more beautiful.
Lifestyle Designs Co LLC
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We enjoy using Managing It Right software as a vendor for multiple home builders. This product simplifies our accounts receivable and helps to track payment status and schedules. From a vendor’s standpoint, it couldn’t be much easier. The customer service is excellent as well!
William Haigler
Uncommon Grounds, LLC
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Managing It Right is a software program that we’re excited to get started with. Been on board for a few months now. They have the features that we’ve been looking for, scheduling, accounting, tracking progress on jobs, and a host of other features. Like any software program it takes time to set projects up and if you have a question they are quick to respond and help you through it. We can see how Managing It Right will really streamline your production and improve your own process if you’re an experienced builder or just starting out. So give them a shout and get a demo you’ll be glad you did!
Steve Wichnoski
Wichnoski Builders LLC
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One of the best tools any business can have is the power to communicate.
Managing It Right has been a powerful tool to communicate with our contractors and suppliers to keep our jobs on schedule.
Elite Management Group USA