Daily work

Customers, agreed work, people, teams, business documents, files, purchases and money. Follow the task you need to complete.

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HomeReview attention records, continue recent work and read current balances. Open Reports for deeper analysis.
CustomersCreate, edit, import, and manage customer records with contacts, addresses, VAT numbers, and document history.
Item catalogManage your products and services catalog with categories, default tax rates, and CSV import/export.
Create, send, and convert a quoteFull lifecycle of a quote in Made with Pepper, from creation to customer acceptance to invoice conversion.
Import customers from CSVHow to import your customer list into Made with Pepper from a CSV file using the column-mapping UI.
Bill agreed milestonesAgreed scope, fixed-price milestones, invoice drafts and collection for an engagement.
People and teamsFind colleagues, keep profiles and working hours, record time off and rates, and hand over open work.
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.
Pro-forma invoicesCreate, issue and send pro-forma invoices as preliminary documents, then convert one to a linked draft invoice.
Issue a credit noteHow to credit part or all of an issued invoice, refund money to the customer, and cancel a credit note.
PaymentsRecord full and partial payments on invoices, reverse a payment recorded by mistake, and track payment history and status transitions.
Record a paymentHow to record a full or partial payment on an invoice, and how to reverse a payment recorded by mistake.
Recurring invoicesAutomate invoice generation with schedules that create invoices each day, week, or month.
Set up recurring invoicesCreate a recurring schedule in Made with Pepper to generate invoices on a fixed cadence, with auto-send and catch-up behavior.
Payment remindersAutomatic and manual payment reminders with four fixed stages, per-customer overrides, and send caps.
Configure payment remindersSet up automatic and manual payment reminders in Made with Pepper. Configure reminder stages, per-customer overrides, and the per-invoice cap.
Email templatesCustomize the subject and body of document, reminder and overdue emails in each language, with merge variables.
Document communicationEmail documents, follow the mail server result, record deliveries made another way, and add notes to each document.
Export a UBL 2.1 XML fileHow to prepare your settings, check a draft and export an issued invoice or credit note as a Peppol BIS Billing 3.0 UBL file.
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.
Work with files and attachmentsUpload files, keep versions, connect records and read file context in Made with Pepper.

Installing for the first time? Check your hosting, then follow the installation guide.

The rest of the manual

66 guides, one place.

Start here

Get to know the product and make it your own.

Customers and work

Keep the customer, the agreement and the work together.

Bill and collect

Prepare the invoice. Send it. Keep track of what is due.

Purchases and handoff

Keep the receipts and the records behind your figures.

Run your installation

Install, maintain and protect your own copy.

Reference and help

Find an exact answer, a setting or the next step.