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Knowledge base

How to get the most out of Plyrium.

88+ step-by-step articles across 13 topics. Same content the in-portal help shows your team - public so you can read it before you sign up.

All categoriesQuotes & invoices

Quotes & invoices

Build quotes and invoices, take payments, and keep your books tight.

Redeeming included visits at booking

Membership plans with an included-visits perk let the customer prepay for tune-ups. Redeem one at booking to consume the visit + tag the appointment.

Updated 2026-05-08
Member discounts on quotes and invoices

When a customer is enrolled in a membership plan with a discount perk, every new quote and invoice for them auto-applies the discount as its own line.

Updated 2026-05-08
Card surcharge - pass processing fees to customers

Charge an extra 1-4% when customers pay by card to cover Stripe processing fees. Cash, check, ACH, and BYO Pay Link payments are unaffected.

Updated 2026-05-02
Change orders - signed addendums to an in-flight job

When scope expands mid-job, send the customer a signed change order. On accept, an addendum invoice is created automatically - your original invoice stays untouched.

Updated 2026-05-02
Good / Better / Best 3-tier proposals

Send a 3-option proposal - basic, recommended, premium - instead of a single take-it-or-leave-it quote. Shops use this pattern to raise average ticket size by anchoring on the middle tier.

Updated 2026-05-02
Pull labor from past visits onto an invoice

One click adds tracked time entries from a customer's past visits to the invoice you're building - no re-typing hours, no missed billing.

Updated 2026-05-02
Flat-rate pricing book

Pre-priced repair menu. Tech picks an item on a quote and the line lands with the right price already baked in - no on-the-spot mental math.

Updated 2026-05-01
Parts inventory + tech parts picker

Maintain your parts catalog (cost + price + on-hand). When techs log a part used at a job, it auto-adds to the invoice and decrements stock.

Updated 2026-05-01
Service-plan memberships

Sell perks like 'Care Club $19/mo - 10% off, 2 included tune-ups, no after-hours fees'. Recurring revenue layered on top of jobs.

Updated 2026-05-01
Bring Your Own Pay Link (PayPal, Cash App, Venmo, Square)

Add a second pay button to every invoice that points at your existing payment system.

Updated 2026-04-30
Setting up autopay (Stripe subscription)

Auto-charge a customer's saved card every cycle. Setup, cycle management, mid-cycle price changes, and three cancel modes.

Updated 2026-04-30
Contract collection modes

Three ways to bill a recurring contract - auto-invoice, manual collect, and Stripe autopay. Pick what fits your shop.

Updated 2026-04-30
Recurring service contracts

Set up customers on a recurring schedule (weekly, biweekly, monthly) - Plyrium auto-generates the visits + handles billing.

Updated 2026-04-30
Setting invoicing defaults + the catalog

Default tax rate, due days, branding, email templates, and your saved line-item catalog.

Updated 2026-04-29
Creating an invoice

Manual invoices, accepted-quote conversion, and how to record cash/check payments.

Updated 2026-04-29
Creating a quote

Build a quote from scratch or from your line-item catalog, send it to the customer, and accept it in one click.

Updated 2026-04-29

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