Feature overview

Use Made with Pepper to connect customers, agreed work, business documents and money. The manual sidebar groups task instructions, concepts and administration.

Documents

Four document types, each with its own numbering sequence:

All types share the same sheet, tax calculation, and PDF generation. Create, edit and detail are one sheet with a readiness checklist. Review and issue names the expected number, the customer and the total before Issue assigns the number. Issuing sends no email. Each document register has status tabs, search, grouping, sorting and a row inspector. → Invoices, Quotes, Pro-formas, Credit notes

Customers and items

• Customer records with contacts, billing/shipping addresses, VAT numbers, and document history. New customer on a document sheet creates one with a name and a type. List views by status, type and tag. Owners, admins and accountants see each customer's payment rhythm and balance due per currency. CSV import and export. → Customers
• Item catalog with prices, tax rates, categories, and unit types. CSV import with column mapping and a preview, and CSV export that spreadsheets cannot run as formulas. → Items

Payments and reminders

• Record full or partial payments on invoices, up to the balance due. Made with Pepper updates the status automatically (Issued → Partially paid → Paid). Recording a payment sends no email. Reverse a payment recorded by mistake; it stays in the history. → Payments
• Credit notes lower the balance due of their invoice. Credit owed exists when the payments plus the credit notes are more than the total plus the refunds. Then you can record a refund on the credit note. Reverse a refund recorded by mistake. → Credit notes
• Automatic and manual payment reminders with four stages and per-customer overrides. A reminder asks for the balance due and goes to the contacts with Receives reminders. Automatic reminders start after you email the invoice or record its delivery. → Reminders

Recurring invoices

Schedule automatic invoice generation daily, weekly, or monthly. Optional auto-send through the email outbox, with the Invoice send template. Catch-up behavior prevents bursts of back-dated invoices. → Recurring invoices

PDF generation

Three built-in templates (Modern Minimalist, Classic Corporate, Warm Craft), customizable brand color, logo positioning, and per-invoice template overrides. Every template prints in the 13 languages, with right-to-left layout for Arabic and a bundled font for Japanese and Chinese. Made with Pepper stores the first PDF after the issue as the issued original, with a SHA-256 fingerprint. Later settings changes apply to new documents only.

Download current copy adds the payments and credits. Issued EUR invoices with a bank account that has an IBAN get an EPC QR code. It asks for the total on the original and for the balance due on a current copy. → PDF branding

UBL XML export

Export issued invoices and credit notes as local UBL 2.1 files for the Peppol BIS Billing 3.0 profile. During development, the Made with Pepper team checked the generator against the official Peppol BIS Billing 3.0.21 rules. Before it writes a file, Made with Pepper checks the document and lists what to fix. The export supports currencies with 0 or 2 decimals. Made with Pepper does not send files over Peppol or submit them to government portals. A receiver can apply its own rules. → UBL XML export

Email

Send documents by email with the issued original PDF attached. An outbox retries temporary failures. Each document shows its delivery state: Not emailed, Emailed when the mail server accepted it, Email failed or Email result unknown. Record delivery records a delivery by post or another way.

Four email templates in each of the 13 languages, with an HTML and a plain-text part. Made with Pepper does not send payment receipts and does not track opens. SMTP or Resend API for email delivery. → Email delivery, Email templates

Reports

A reports overview with the payments of each day in a month calendar and each open invoice as a line from issue to due date. Tax report, aging report, customer statements, and invoice CSV export, each with CSV download. The tax report, customer statements, and invoice export have period filters. The aging report has no period filter and shows balances as of today. The tax report, aging report and customer statements each show one currency, which you choose, and name the other currencies with records. The invoice CSV export lists every currency. → Reports

Settings and setup

The settings overview shows which business details are still missing. Settings cover company identity, numbering, tax rates, PDF branding, localization and email delivery. Bank accounts support an IBAN or a local account number and routing code. The interface, PDFs and emails support 13 languages. → Setup

Administration

Manage four built-in roles, custom roles and limited guest access. Configure two-factor sign-in and OpenID Connect SSO. Review the audit log and schedule database and media backups with retention. Manual backups support encryption.

On the Update page, upload the release ZIP. Review the checks. Confirm installation to start the update with its automatic backup and failure rollback. → Users, Audit log, Backups, Updates

Home

Home puts Needs attention, Recent work and current balances together. Each currency stays separate. New installations show first steps. Reports hold the detailed financial analysis, charts and customer comparisons. → Home

Interface

Every screen has the same navigation: a rail from 1024 px wide, and a tab bar with More on smaller screens. It shows only the places your role may open. Search (⌘K or Ctrl+K) finds documents and customers.

Keyboard shortcuts work on every screen. / opens search, N starts a new invoice, and ? shows the list. G then H, I or C goes to Home, Invoices or Customers.

The interface has a light and a dark theme and a right-to-left layout for Arabic. Its fonts and Phosphor icons ship with the package: Figtree for the interface, with IBM Plex Sans Arabic and IBM Plex Mono. Every interactive screen is a React page. → Navigation, Keyboard shortcuts

Agent connections and MCP

MCP and HTTP tools let clients read permitted records, preview exact totals and prepare invoice drafts. People tools read the permitted staff directory, working hours and teams. Access starts off. Only the owner can connect clients. Guests cannot hold connections.

The owner chooses an active staff delegate, permitted access and an expiry of 1–30 days. Clients use a pasted credential or OAuth browser sign-in. Each call checks the delegated user’s current permissions and record access.

Issuing needs the delegated person’s approval of one invoice. The client then executes within 10 minutes from preparation. Issuing freezes the invoice and assigns its number. It sends no email and records no payment. No model account is required. → Connection setup, MCP and HTTP reference

Not included

Made with Pepper does not include:

• Payment processing (Stripe, Mollie, PayPal)
• Bank feeds, bookkeeping or tax returns
• Agent tools for sending email, payments, file export or changing settings
• Active customer-data AI suggestions
• General project planning and task management beyond agreed scope and fixed-price milestones
• Peppol network delivery
• Government portal submission (KSeF, SII, FatturaPA)
• Multi-company / multi-tenant hosting
• Customer portal / login

Purchases and tax periods

Record supplier invoices and receipts with exact amounts and tax. Attach the file. The year overview shows months, quarters and the full year. Open a period to see sales and purchases by tax rate. Open a figure to see its records.

Download a ZIP and PDF for your accountant. See Record purchases and Prepare a tax period. It is not bookkeeping and files no tax return.

Engagements and draft line order

Engagements connect agreed scope and fixed-price milestones to invoice drafts and collection. See Bill agreed milestones for the steps, permissions and limits.

Reorder the lines of a draft invoice or a draft quote. Drag a numbered handle, use Up or Down on it, or choose a move action from the line menu. Save the draft to keep its order.

The interface uses cool neutral surfaces, desktop navigation with text labels and clear headings. The application has fixed Made with Pepper colors. Document branding stays separate. Financial states and Arabic layout keep their meanings in both themes.

Files, people and product access

Find files through their folders, views and linked records. Keep colleagues, teams, local working hours and recorded time off in People. Store private hourly rates with start dates. Use offboarding to stop access and hand over open work. Account permissions still govern each record.

The owner can enable optional modules from Settings > Modules. Core modules stay on. See Files, People and teams and Product areas and access.