A quote and an invoice are the same document at different stages — so why type them twice? PeppyBooks converts quotes to sales orders to compliant invoices in a click, priced from live stock, with approvals and payment links built in.
Every step below happens in PeppyBooks, on one database. Data entered once carries all the way through.
Quote-heavy sales with customer-specific pricing.
Fast, accurate quotes that become orders instantly.
Documents that flow to your books without re-entry.
PeppyBooks treats quote, order and invoice as one evolving document. Nothing is re-entered, and every version is linked for audit.
Quotes with live prices, stock and customer terms
Discount approval routing with email intimation
One-click conversion to sales order and invoice
Branded templates with your terms and logo
Converted invoices carry payment links and clear compliance automatically, then match the moment money lands.
Payment links on every invoice
E-invoicing / GST-VAT applied at conversion
Automatic reminders on overdue accounts
Receipts matched to the right invoice
Accurate quotes out the door in minutes.
The invoice is the quote, one stage on.
E-invoicing and taxes handled at invoice time.
Native to the PeppyBooks platform, open where it counts.
Yes — one click turns an accepted quote into a sales order and a compliant invoice, carrying every line and price across.
Yes — the correct GST/VAT treatment and e-invoicing clearance apply when the invoice is raised.
Yes — discount thresholds route for approval, and the decision is logged on the document.