Inside Pepper
Keep your business
in view.
Pick up a customer record, review agreed work, or follow an amount back to its source. Keep the context close.
A place to pick up the work.
Product screen · example businessSee what needs attention, open recent work and follow the remaining balance.
Customer records, engagements and purchases are a few clicks away.
Customers and agreed work
Start with
the agreement.
Keep customer details with the work you’ve agreed. An engagement holds the scope and fixed-price milestones.
When a milestone is ready, staff approve it for billing and prepare an invoice draft. Review the draft before issuing it.
Follow a milestone to its invoiceDocuments and recorded money
An amount.
With its history.
Open the original document with its source quote, payment records and credits still connected. The remaining balance has an explanation.
Harbor Coffee Roasters
Packaging study Winter release
The quote, issued original and recorded payment stay connected.
How payments and credits workThe amount, explained.
Example records2,400.00 USD invoiced. 600.00 paid. 200.00 credited. The remaining 1,600.00 belongs to the same piece of work.
Invoice balance USD · INV-2026-0005
- Invoiced
- 2,400.00
- Paid
- 600.00
- Credited
- 200.00
- Still due
- 1,600.00
Keep the original.
Quotes, invoices, proformas and credit notes preserve the issued document. Follow delivery and payment history from the record.
Handle repeat work.
Recurring schedules prepare drafts or issue and send agreed invoices. Reminders use the amount still due.
See repeat service billingPurchases and evidence
Keep the receipt
with the amount.
Enter supplier amounts, attach receipts and review sales and purchases for a month, quarter or year. Download the source evidence with your period summary.
Your accountant handles the accounting and tax return. Pepper keeps the records ready for that hand-off.
Prepare a period for your accountantThe product today
Know what’s included.
Customer records, fixed-price work, billing, recorded payments and purchases. Staff record money received elsewhere.
Time tracking, a client portal, bank matching and payment processing are planned. UBL export is available; Peppol network delivery is not included.