DesksMoney
The Money desk keeps the documents that bring money in: the quote a customer accepts, the invoice it becomes and the payment recorded against it. Home shows what came in, what is owed, what is out as a quote and which hours are still unbilled.
Every document you issue keeps its original. Later settings change new documents only, and a reversal stays in the history.
Quotes
Send a quote with a signed acceptance link. When the customer accepts, convert it to an invoice. The quote keeps a link to the invoice it became, and the invoice keeps a link back.
Create and convert a quoteInvoices
Create, edit and review on one sheet with a readiness checklist. Review and issue names the expected number, the customer and the total before Issue assigns the number. Pepper stores the first PDF as the issued original with a SHA-256 fingerprint, then emails it through an outbox that reports each delivery state.
Create and send an invoicePayments
Record full or partial payments up to the balance due. The status moves from Issued to Partially paid to Paid on its own. Reverse a payment recorded by mistake; it stays visible in the history.
Record a paymentOnline payments
Share a payment link on an issued invoice, take partial payments and refund through a credit note. Pepper records money only after Stripe confirms it. Fees keep their own currency.
Set up online paymentsRecurring and reminders
Schedule invoices daily, weekly or monthly, with optional sending through the outbox. Catch-up rules prevent a burst of back-dated invoices. Reminders ask for the balance due in four stages, with per-customer overrides.
Set up recurring invoicesCredit notes and pro-formas
A credit note lowers the balance due of its invoice and takes refunds. A pro-forma converts to a linked draft invoice once. Each document type keeps its own numbering sequence and shares the same sheet, tax calculation and PDF.
Issue a credit noteMoney overview
Read this month, quarter or year beside the previous period: invoiced revenue, selected purchase costs, their result and recorded cash. Each currency stays separate, each figure opens its source records, and the figures download as CSV.
Read the Money overview guideLanguages and currencies
Documents keep their own currency among 23 supported ones, and balances never convert. Each PDF prints in one of 14 language variants with your template, brand colour and logo. Issued EUR invoices with an IBAN carry an EPC QR code for bank apps.
See all currencies and languagesThe limits stay visible
Every desk works on the same customers, documents and files. Switch desks in the top bar and the records stay where they are.
Owners and admins have every desk. They give each role or person the desks they need and can rename this desk or arrange its pages. Below Admin, a desk also limits what a person can open, even through a saved link or an AI client.
Give a role or person their desksNext
The read-only demo opens as an Owner with every desk. Choose Money in the top bar and read its Home with example records.
