Repeat billing
Bill a monthly service with a review step
Set up repeat service invoices, handle variable work and check delivery without treating the schedule as a payment processor.
The working library
Business workflows and examples
Follow the work from an enquiry to an agreement, a project and an invoice.
7 resources
Workflows
Follow the work from an enquiry to an agreement, a project and an invoice.
Agreed work
From agreed scope to a milestone invoice
Record a fixed-price agreement, approve completed milestones and prepare one invoice draft from the work.
Leads and deals
From enquiry to accepted quote
Collect an enquiry as a lead, qualify it into a customer and a deal, prepare the quote and record the acceptance without typing anything twice.
Projects and billing
From tracked time to invoice
Plan a task, record its hours, review a rounded invoice draft and keep each entry linked to its invoice.
Purchases and hand-off
Keep a purchase and its receipt ready for your accountant
Enter supplier amounts, attach the evidence, review period checks and export a package your accountant can inspect.
Currencies
Multi-currency invoicing in Pepper
Keep invoice, payment and purchase amounts in their original currency and prepare a clear hand-off for your accountant.
Payments and corrections
Partial payments and credit notes: a worked example
Keep the invoice total, money received, credits and remaining balance clear without changing the issued original.
A job starts with an enquiry. The agreed work becomes a project, then an invoice and a recorded payment. Follow the connections through worked examples, with amounts and records you can inspect.
These workflows cover the released product. Preparing a draft, issuing a document, sending it and recording payment remain separate actions. For button-by-button procedures, open the linked manual.
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The manual covers installation, daily work and maintenance.
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