Plurgo
Product Guides

Getting Started with Plurgo: Setup, Invoices & Recurring Billing

Step-by-step Plurgo setup: business profile, customers, templates, and sending your first quotes and invoices in under an hour.

P
Plurgo Team
Product Team
·2 min read

Getting Started with Plurgo: Setup, Invoices & Recurring Billing

Welcome to Plurgo. This guide walks you through setup so you can send professional quotes and invoices in under an hour. Get started for free if you haven’t yet.

1. Set Up Your Business Profile

Before sending your first invoice, configure your business details:

  • Upload your logo and brand colours – Every quote and invoice will use them automatically.
  • Add company details – Name, address, contact info, tax number, and payment instructions. Enter once and they auto-fill everywhere.
  • Turn on VAT – If you’re VAT-registered in South Africa, enable it and Plurgo handles 15% calculations and SARS-compliant formatting.

2. Create Your First Customer

Use the customer form to capture what you need:

  • Company name or individual – Flexible fields for B2B and B2C.
  • Multiple contacts and addresses – Useful for agencies and multi-site clients.
  • Import via CSV – Moving from spreadsheets? Bulk import historical customers and hit the ground running.

3. Build Templates That Look Like You

Choose from minimalist, modern, and bold templates. Customise:

  • Accent colour and typography – Match your brand.
  • Section ordering – Cover page, summary, line items, payment terms.
  • Default notes and payment instructions – Set once for every invoice and quote.

For invoice design tips, see what helps get you paid faster.

4. Send Quotes and Invoices Faster

  1. Pick a customer, select a template, add line items.
  2. Use live preview to catch mistakes before sending.
  3. Email directly from Plurgo or export to PDF.

Set payment terms on every quote and invoice so clients know when payment is due. For how to write an invoice, see our format guide.

5. Automate Follow-Up and Recurring Billing

Payment reminders – Automate reminders for unpaid invoices at +7, +14, and +21 days. No more manual chase-ups.

Recurring invoices – For retainers and subscriptions, set up recurring billing. Plurgo generates and sends invoices on schedule. See our evergreen invoicing guide for best practices.

Partial payments – Log payments against invoices as they arrive. The dashboard surfaces what’s overdue so you stay on top of cash flow.

Once the basics are in place, explore analytics, referral programs, and team features. Plurgo is built for South African small businesses—get started for free and invoice with confidence.