A client agrees to a website refresh for EUR 3,600 before tax. You plan to bill EUR 1,200 for the design and EUR 2,400 for the build. Pepper can keep the agreed scope, those milestones and the resulting invoices together in an engagement.
Start by choosing how to bill the agreement. An ordinary quote can become an invoice through the document workflow. An engagement adds fixed-price milestones and a staff approval step. Creating an engagement does not import a quote or turn the quote response into milestone approval.
Record what the client agreed
Create an engagement for the customer and currency. Record the scope and a reference to the agreement, such as the date of the client's acceptance email. You confirm that the client agreed outside Pepper. Keep that evidence.
Add a milestone for design at EUR 1,200 and another for the build at EUR 2,400, with the tax treatment that applies to each. Each milestone retains its scope version, price and tax details. A new scope version preserves the earlier agreement and does not rewrite existing milestones.
The engagement's customer and currency stay fixed. Use a separate engagement for another customer or currency.
Bill completed work
When the design is complete, mark that milestone completed. An authorized member of staff approves it for billing. This approval records an internal decision; it does not ask the customer to approve through a portal.
Select the approved design milestone and review the invoice draft. Pepper uses one line with quantity 1 and the saved milestone amounts. Preparing the draft reserves that milestone, so a second preparation cannot bill it again.
| Work in this example | Amount before tax | Next action |
|---|---|---|
| Design, completed and approved | EUR 1,200 | Prepare and review its invoice draft |
| Build, still planned | EUR 2,400 | Finish the work before approval |
Preparation assigns no invoice number, sends no email and records no money received. Review the draft, issue it, then send it. Record payment after it arrives. The engagement links to the invoice and its collection figures.
Correct the right record
A source-linked draft keeps the selected work and amounts fixed. For different dates or a different selection, delete the unissued draft and prepare a new one from the engagement. Deleting that draft releases the work.
After issuance, a credit note or cancellation does not release the milestone for another charge. Correct the financial record on the existing invoice. Pepper has no replacement-billing procedure for that allocation.
Partial milestone billing is not included. If your agreement has separate billable stages, record those as separate fixed-price milestones before billing. Keep task planning and time tracking in your existing tools.
Follow the engagement procedure, quote procedure and invoice review steps. For money received in parts, use the payment and correction workflow.