Daily work
Customers, agreed work, Docs, calendars, automation rules, people, files and money. Follow the task you need to complete.
In this section
Browse the manual- 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.
- CustomersCreate, edit, import, and manage customer records with contacts, addresses, VAT numbers, and document history.
- Import customers from CSVHow to import your customer list into Pepper from a CSV file using the column-mapping UI.
- 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.
- Item catalogSave item prices with their currency and tax basis, choose a class or default rate, and import or export the catalog.
- Read widget resultsCompare widget placements, trace linked revenue, open its records and set a target.
- Serve offers and stamp cardsPublish an offer, let visitors save it with an email code and confirm each visit at the counter.
- Publish listings and follow up on requestsPreview property, vehicle, rental and vacancy listings, with enquiries, viewing requests and private applications.
- Publish menus and receive catering requestsChoose catalogue items, enter menu details, set serving hours and follow up on catering requests.
- Build an estimatorTurn typed answers into catalogue quantities and keep the estimate a visitor sends.
- Check a visitor's service areaGive an answer from your country and postal-code list, then receive a request with that answer.
- 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.
- People and teamsFind colleagues, keep profiles and working hours, record time off and rates, and hand over open work.
- Write and share DocsWrite private proposals and procedures, recover saved versions, approve exact editions and share an expiring recipient link.
- Create forms and custom fieldsBuild internal or public forms, keep responses and consent, and add custom fields to your records.
- 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.
- Publish a widgetPublish forms, offers, bookings and customer services as website widgets, shared links or printed QR codes.
- Publish links and opening hoursGive customers one page of links, business addresses and opening times.
- Request testimonials and private feedbackAsk customers about completed work and publish only the words they consent to share.
- Share a file through a widgetPublish a chosen file version, optionally collect an email and count file deliveries.
- Publish surveys and pollsCollect versioned answers, report each question and choose whether voters see totals.
- Views of your recordsShow customers, documents, items, purchases, projects, leads and deals as a table, list, board, calendar, timeline or gallery. Filter, save and share a view, and change many records at once.
- Run your business's widgetsManage widgets, invite counter staff, review activity and find your service invoices in your customer workspace.
- Show finished work with cases and portfoliosPublish work, compare before and after, request client consent and receive enquiries about a case.
- Publish updates and offer topic subscriptionsSchedule business posts, show temporary notices and email verified subscribers once per post.
- Send guides and record acknowledgementsPublish steps with your own images and videos, answer questions and retain the version a customer read.
- Send proofs for a customer's approvalInvite named customer contacts to select files, request changes and approve one exact version.
- Show job progress and ask for answersGive invited customer contacts a job page with stages, typed questions and collection or delivery choices.
- Take and manage bookingsSet availability, publish a booking widget, manage changes and prepare an invoice draft from confirmed or completed 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.
- Document communicationEmail documents, follow the mail server result, record deliveries made another way, and add notes to each document.
- 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.
- Record a paymentHow to record a full or partial payment on an invoice, and how to reverse a payment recorded by mistake.
- 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 Pepper. Configure reminder stages, per-customer overrides, and the per-invoice cap.
- Recurring invoicesAutomate invoice generation with schedules that create invoices each day, week, or month.
- Set up recurring invoicesCreate a recurring schedule in Pepper to generate invoices on a fixed cadence, with auto-send and catch-up behavior.
- Issue a credit noteHow to credit part or all of an issued invoice, refund money to the customer, and cancel a credit note.
- Pro-forma invoicesCreate, issue and send pro-forma invoices as preliminary documents, then convert one to a linked draft invoice.
- Email templatesCustomize the subject and body of document, reminder and overdue emails in each language, with merge variables.
- 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.
- Use AssistantAsk for a business task, review exact changes, and keep control of every action.
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