Setup
Configure your company, email, taxes, numbering, bank accounts, PDF branding, and localization.
In this section
Browse the manual- Company settingsSet up your company name, address, logo, VAT number, electronic address, default currency, and timezone in Pepper.
- LocalizationChoose language and region defaults, keep your notation overrides, and save a personal display preference.
- Configure optional suggestionsConfigure the optional TypeSafe provider, control disclosure, set usage limits, and test the connection with synthetic text.
- Agent connectionsConnect an AI client with the owner’s permission, or follow the HTTP and MCP guides.
- Set up AssistantChoose a hosted provider, control which data leaves your installation, and set request and history limits.
- 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.
- Set up bank accountsHow to configure bank accounts in Pepper for payment instructions on your invoices.
- Customize your PDF templateChoose a PDF template, set your brand color and logo, and override the template per invoice.
- Require e-invoice readinessChoose when Pepper must check e-invoice details before issuing an invoice or credit note.
- Give a customer their own workspaceCreate a plan, invite a business owner and manage their access without sharing your platform account.
- Enter country addressesChoose a country, enter billing and shipping details, and understand the address printed on a document.
Installing for the first time? Check your hosting, then follow the installation guide.