An agency needs to know what the client agreed, which work is ready to bill and what has been collected. Pepper connects those records through projects with fixed-price milestones, hourly work or both.
Bill the agreed milestones
Keep versions of the agreed scope. Add milestones with their fixed prices and tax details. Completed work needs internal approval before it can become an invoice draft. The project links to the invoices and recorded payments.
Link supplier invoices and receipts to a project to see the related costs. That link does not rebill the purchase to the client. Log time on project tasks or with a timer, review the unbilled work and prepare its invoice draft.
Keep delivery work beside its records
Use boards for assignments, dates, checklists and conversations. Link a card to the customer, project or invoice so the team can open its current details. Invite a client to a private board with explicit guest access. Linked records still require their own permissions. Moving a card does not change billing. Read Boards and cards.
Give staff the right access
Owner, admin, employee and accountant roles control the released product. Employees see tasks they created or tasks assigned to them or their active teams, and record their own time. Accountants can read the financial records and export a period without approving milestones or preparing invoices. Read the access rules.
Customer records hold contacts and billing history. Reports keep currencies separate.
Installing for clients
If you install Pepper for other businesses, see the developer guide to client installations for licence and maintenance responsibilities.
Add services to the websites you look after
Start with your own agency's enquiries. Embed a form on your existing website or share its public link. The answers arrive in Pepper, where you can review the request and follow it into a customer, quote and project. Explore the enquiry journey.
Providers can give each client business its own widgets, records and staff access. They assign a plan and prepare that business’s invoices. The widget toolbelt includes business cards, team pages, price lists, offers, stamp cards, listings and bookings. Use it across clients’ existing websites, stores, venues, newsletters and WhatsApp campaigns. Each type uses the shared campaign kit and a report with its next permitted business action. Keep the client’s CMS, shop and specialist services.
One licence permits selling widget access to multiple customer businesses on one production installation you operate. Each additional production installation needs its own licence. This permission does not allow reselling, redistributing or sublicensing the software or source, and it does not establish separate client accounts across the whole business suite.
For booking widgets, read their scope. See the services, workspace scope and commercial terms.
Follow the worked milestone invoice to see how agreed work becomes a bill. You can inspect existing records in the read-only demo; review licence scope and support boundaries before buying.
Bill the hours you recorded
Plan tasks on a board or timeline. Record minutes in a weekly timesheet, then prepare time and approved milestones in one invoice draft. A project's budget shows how much work you have used; margin states its invoice, purchase and time-cost basis. Follow the tracked-time workflow.