How to send an invoice and record a payment

Bill the finished work, then record each payment so Otto keeps what is still owed.

Updated 2026-10-14

1. When a job is finished, open Invoices and create the invoice (or create it from the job or the customer's card).
2. Send it. The email waits in Reviews for your approval.
3. Record each payment as it arrives. Otto keeps the balance still owed.

The customer can see the invoice and what they owe on its own page, and on their customer portal.