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🔄 Project to Invoice

Project to invoice, with margin you can see

Delivery teams lose money in the gap between doing the work and billing it. PeppyBooks closes it — time and expenses accrue against the project, milestones and hours convert to invoices, and profitability is visible while the work is still in flight.

  • No credit card required
  • Set up in under 10 minutes
  • Cancel anytime, keep your data
The workflow

From project work to billed and collected

Every step below happens in PeppyBooks, on one database. Data entered once carries all the way through.

  1. 1 Project Scoped & budgeted
  2. 2 Time Logged & approved
  3. 3 Expenses Captured
  4. 4 Invoice Milestone or T&M
  5. 5 Collect Paid
  6. 6 Books Posted
Who it's for

Built for teams like yours

Agencies & consultancies

Billable work that doesn't leak.

Contractors

Site costs and progress billing in one place.

Service companies

Project margin visible in real time.

The problems this solves

Before PeppyBooks → after PeppyBooks

Billable hours lost between timesheets and invoices
Approved time flows into invoices at the right rate
Profitability discovered after the project ends
Budget vs actuals live, with overrun alerts
Project costs scattered across systems
Time, expenses and billing on one project record
01

From work done to money billed

Timesheets and expenses accrue against the project; approved billable work converts to invoices without re-entry.

Milestones, sprints and tasks

Timesheets with approval workflows

Mileage and expenses billed to the project

Milestone and time-and-materials invoicing

02

Profitability you can act on

Because projects share a database with accounting, budget-versus-actual is live — with alerts before you overrun, not after.

Budget vs actuals per phase

Overrun alerts at thresholds

Unbilled work visibility

Project P&L per engagement

What you get

The outcomes that matter

Bill every hour

Unbilled work is always visible.

Margin while it matters

See profitability in flight, not in hindsight.

One record per engagement

Scope, cost and revenue together.

Included in plans from $17/user/month — every plan starts with a full-featured trial. See pricing Start for free

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

  • Project P&L
  • Budget vs actuals by phase
  • Unbilled work
  • Utilisation by person
  • Milestone & deadline status
1database, end to end
0re-typing between steps
14 daysfree on every plan
FAQ

Common questions

How do billable hours become invoices?

Approved timesheets flow into project invoices at the configured rate — nothing is re-typed, and unbilled work stays visible.

Can I see profitability during the project?

Yes — budget versus actual is live, computed from real time, expenses and invoices, with overrun alerts.

Does it support milestone and T&M billing?

Yes — bill fixed milestones, time and materials, or a mix, from the same project.

Start for free — 14 days, no card