Invoicing & Receivables

Turn a confirmed equipment sale into a professional seller-issued invoice.

Planned seller-issued invoices created from accepted quotes or confirmed deals, with secure web and PDF delivery and lightweight balance tracking.

See how it works Join product updates

Invoice RHQ-2048

Confirmed equipment sale

Due in 30 days

Roadmap preview: this page explains the intended workflow, not functionality available today. Scope may change and no release date is promised.

How it works

A clear path from need to outcome.

1
Start from a confirmed deal
Create an invoice from an accepted quote or seller-confirmed sale so customer, equipment, and pricing context carry forward.
2
Review the invoice
Confirm the buyer, line items, taxes, due date, seller identity, terms, and payment instructions before issuing it.
3
Issue and follow up
Send a secure web link and PDF, then follow delivery, due, and balance status from the seller workspace.

Example outcome

Planned workflow

From accepted quote to invoice

The intended workflow turns a confirmed equipment deal into a seller-issued invoice without rebuilding the transaction in another system.

What you get

✓Seller-issued invoice builder
✓Secure web and PDF delivery
✓Due and balance tracking

Guides being prepared

Learn the workflow without guessing.

These are the first step-by-step guides planned for this product as its workflow becomes available.

01Creating an invoice

02Issuing and sending

03Tracking balances