A good place to start.
Installation, everyday work, the Agent API and reference guides for Pepper. Optional AI, human confirmation and verifiable history.
Your first installation.
Three steps to a working copy.
Find your next task.
125 guides, one place.Start here
Know what Pepper is, install your copy and set up the business.
- What is Pepper?Connect agreed work, invoices, recorded payments and purchases on your own server.
- Feature overviewEverything Pepper includes and what it does not. Quick reference for buyers and evaluators.
- RequirementsServer requirements for running Pepper on shared hosting, VPS, or local development.
- InstallationInstall Pepper on your server using the web installer.
- Company settingsSet up your company name, address, logo, VAT number, electronic address, default currency, and timezone in Pepper.
- HomeRead cash in and what you are owed in one money band, see one line of figures for the modules you use, and act on the work that needs you.
- Choose and arrange your desksStart with the pages for your work, arrange their order and give each person the desks they need.
All 13 guides in Start here
Customers and sales
Keep every client and win the next piece of work.
- CustomersCreate, edit, import, and manage customer records with contacts, addresses, VAT numbers, and document history.
- LeadsCollect enquiries in one inbox, work them with a next step and qualify a lead into a customer and a deal without typing anything twice.
- Deals and the pipelineMove deals through your stages, keep one next step on each, prepare the quote that becomes the deal's value and record Won or Lost with a reason.
- Create, send, and convert a quoteFull lifecycle of a quote in Pepper, from creation to customer acceptance to invoice conversion.
Work and collaboration
Deliver the work with your team and your clients.
- Manage a projectSet up fixed-price, hourly or mixed projects, plan tasks, approve milestones and follow budgets and invoices.
- Plan and complete tasksCreate project or standalone tasks, assign work, plan dates and follow progress in lists, boards and timelines.
- Track timeRun a timer, enter exact minutes, fill a weekly timesheet and correct time before billing.
- Bill tracked timeSelect unbilled time, review exact rounded lines and prepare an invoice draft, with milestones when needed.
- Boards and cardsOrganize work in boards, connect cards to business records and share access with colleagues or guests.
- Comments and the inboxTalk about a record with your team, mention a colleague or a team, and read mentions, replies and updates in one inbox.
- Work with files and attachmentsBrowse folders, move and upload files, view images, edit text files and keep versions in Pepper.
- Write and share DocsWrite private proposals and procedures, recover saved versions, approve exact editions and share an expiring recipient link.
- Plan events and follow work datesPut personal and shared events beside task dates, deadlines, bookings and follow-ups. Exchange ICS files and manage private feeds.
- Connect events to the next actionCreate rules from work events or schedules, check each run and approve sensitive actions before they happen.
All 25 guides in Work and collaboration
- People and teams
- Create forms and custom fields
- Publish a widget
- Publish links and opening hours
- Request testimonials and private feedback
- Share a file through a widget
- Publish surveys and polls
- Views of your records
- Run your business's widgets
- Show finished work with cases and portfolios
- Publish updates and offer topic subscriptions
- Send guides and record acknowledgements
- Send proofs for a customer's approval
- Show job progress and ask for answers
- Take and manage bookings
Invoices and payments
Prepare the invoice, send it and keep track of what is due.
- Create and send an invoiceStep-by-step guide to the invoice workspace, from the first line to the issued number, the email and the delivery state, plus the invoice list.
- PaymentsRecord full and partial payments on invoices, reverse a payment recorded by mistake, and track payment history and status transitions.
- Accept online paymentsSet up Stripe, collect an issued invoice and return money through a linked credit note.
- Payment remindersAutomatic and manual payment reminders with four fixed stages, per-customer overrides, and send caps.
- Issue a credit noteHow to credit part or all of an issued invoice, refund money to the customer, and cancel a credit note.
All 19 guides in Invoices and payments
- Document communication
- Record a payment
- Configure payment reminders
- Recurring invoices
- Set up recurring invoices
- Pro-forma invoices
- Email templates
- Export a UBL 2.1 XML file
- What is an invoice?
- Quotes, invoices, and credit notes
- Why invoice numbers must be sequential
- How payments work
- EPC QR codes
- Document statuses
Purchases and accounting
Keep the receipts and hand the figures to your accountant.
- Record purchasesRecord purchases with suppliers, exact amounts and tax, categories and attached receipts.
- Prepare a tax period for your accountantTax periods by month, quarter or year, the year overview, checks and drill-down, and the accountant download with a PDF summary.
- Generate reportsAnalyze business money, run tax and aging reports, create customer statements and export invoice data.
- Compare revenue, costs and cashRead the money overview by month, quarter or year, choose a cost basis and open the records behind each figure.
All 8 guides in Purchases and accounting
AI clients and integrations
Use Assistant or connect an AI client with permitted tools and human approvals.
- Use AssistantAsk for a business task, review exact changes, and keep control of every action.
- Use Pepper from your AI clientPrepare an invoice, check overdue balances or read customer context through Pepper's optional agent tools.
- Agent connectionsConnect an AI client with the owner’s permission, or follow the HTTP and MCP guides.
All 23 guides in AI clients and integrations
- Agent API and AI clients
- Connect an external client
- Find tools and read records
- Sales tools
- Project and time tools
- Prepare invoices and confirm issue
- Project, purchase, item and report tools
- Board, card and file tools
- Form, field and widget tools
- Audit tools
- Errors, retries and revocation
- HTTP, MCP and sign-in
- Agent API reference
- Read and write Docs through a client
- Calendar tools
- Automation rules and webhook tools
- Set up Assistant
- Approve sensitive steps
- Steps that stay with people
- Tool reference
Setup and administration
Install, configure, protect and maintain your own copy.
- Set up email deliveryHow to configure email delivery in Pepper using SMTP or Resend API, and how the outbox sends, retries and reports each email.
- Configure document numberingHow to set up invoice, quote, and credit note numbering sequences with custom prefixes, formats, and year reset.
- Manage tax rates and rulesSet up tax rates, name tax classes, and choose how your configured rules match an explicit sales context.
- Invite people and manage accountsInvite people to Pepper, assign roles and manage each person's account from People.
All 18 guides in Setup and administration
Reference and help
Find an exact answer, a setting or the next step.