1. How to send a quoteWrite it from your price list, send it, and let the customer accept it on their own page.
2. How to send an invoice and record a paymentBill the finished work, then record each payment so Otto keeps what is still owed.
3. How to set up a recurring invoiceBill a retainer or a regular service on a schedule, made as a draft each time.
4. How to use a message templateFill your own wording into an email with the customer's name, amount and link.
5. How to give a customer their own portalOne private link where a customer sees their quotes, invoices, what they owe and their jobs.