New Customer Introduction Email

When creating a payment plan, businesses can now send an introduction email to their customers that:

• Explains what Good Plan is in clear, third-party neutral language
• Provides a link to view payment options
• Includes an opt-out option for customers who prefer not to receive emails

Key Features

Email Preview & Confirmation

• Preview the exact email before sending
• No accidental sends - explicit confirmation required
• Available during plan creation and on plan details page

Quick Start Integration

• After email verification, businesses are prompted to send introduction email
• Clean setup complete page with preview option
• Can skip and share link manually

Global Email Opt-Out

• Customers can opt out of all Good Plan emails with one click
• Opt-out is global across all businesses using the platform
• Opt-out status respected in all email sending (check-ins, proposals, etc.)

Activity Logging

• Introduction email sends logged in plan activity timeline
• Opt-out actions tracked for transparency
• Email status visible to businesses

Technical Improvements

• New IntroductionEmailPrompt Livewire component
• Session-based email prompting (no auto-send)
• email_opt_out flag on Customer model
• Email opt-out routes with secure token validation

Bug Fixes

• Fixed accepted_at date showing future time when reactivating plans
• Fixed "Send Email" button on plan details to show confirmation prompt instead of fake "Sent!" message

The dashboard has been redesigned with a professional executive view optimized for team meetings and status reports.

What Changed

Clean Table Layout

Replaced bulky colored stat cards with a compact, scannable table format:

• Customer name with status indicator
• Total, Paid, and Outstanding amounts
• Next payment amount and due date
• Progress percentage inline with status
• Flag indicators for proposals and extensions

Professional Print Format

Click "Print Report" to generate a meeting-ready document:

• Company logo and business name header
• Report date prominently displayed
• Clean, compact table that fits on standard letter paper
• All styling optimized for black & white printing
• Automatic removal of navigation and UI elements

Better Information Density

• Removed redundant columns (combined progress bar and status)
• Added "Next Payment" column showing upcoming payment details
• Removed internal Plan IDs that weren't meaningful to users
• Status now shows directly under customer name: "On Track", "Behind", or "Needs Attention"

Upcoming Payments Focus

Dashboard now highlights payments due in the next 7 days with:

• Payment amount and due date
• Customer name
• Visual indicators for today and soon due dates

Why This Matters

The old dashboard was cluttered with large gradient boxes that felt dated. The new executive view:

• Saves time: All key info visible at a glance
• Better for meetings: Print professional reports for team status updates
• More professional: Clean, modern design that looks like business software
• Easier to scan: Table format lets you quickly compare accounts
• Meeting-ready: Perfect for printing and presenting to your team

How to Use

1. Visit your dashboard to see the new executive view
2. Click "Print Report" in the header to generate a printable version
3. Use Cmd+P (Mac) or Ctrl+P (Windows) to print or save as PDF
4. Bring to team meetings for quick account status rundowns

The printable report includes your business name, the Good Plan logo, and a timestamp—perfect for filing or sharing with your team.

We're excited to announce a complete integration system that allows you to connect Good Plan with your existing workflow.

What's New

REST API

Create payment plans programmatically from your invoicing system, CRM, or custom applications:

• Simple authentication with API keys
• Code examples in PHP, Python, and cURL
• Comprehensive developer documentation
• Endpoint: POST /api/v1/plans

Webhooks

Receive real-time notifications when important events occur:

• 16 event types covering the complete plan lifecycle
• HMAC-SHA256 signature verification for security
• Automatic retry with exponential backoff
• Delivery tracking and error monitoring

Events You Can Subscribe To

• Plan Events: created, activated, completed, abandoned, cancelled, written off, reactivated
• Installment Events: paid, confirmed, extension granted, deferred
• Proposal Events: created, approved, countered, declined, counter accepted

Manage Integrations Dashboard

New dedicated dashboard at /dashboard/integrations for managing:

• API key generation and rotation
• Webhook endpoints and subscriptions
• Delivery logs and error tracking
• Test webhook functionality

Developer Documentation

Comprehensive guides now available:

• API Reference - Complete endpoint documentation with code examples
• Webhooks - Event catalog and integration guides
• Integrations - Overview and popular integration scenarios

Integration Scenarios

Connect Good Plan with:

• Accounting Software: QuickBooks, Xero, FreshBooks
• Automation Tools: Zapier, Make, n8n
• Team Chat: Slack, Microsoft Teams
• Spreadsheets: Google Sheets, Airtable
• CRM: HubSpot, Salesforce
• Custom Applications: Build exactly what you need

Getting Started

1. Visit Dashboard → Integrations
2. Generate your API key
3. Set up webhook endpoints
4. Start automating your payment plan workflow

Check out our integration documentation for detailed guides and code examples.

We've completely redesigned the payment plan creation flow to make it faster and more intuitive.

What Changed

Streamlined Plan Creation

No more creating invoices first! Now you can create payment plans directly:

1. Enter customer details and amount owed
2. System generates multiple payment options (3, 6, or 12 months)
3. Select the best option to propose
4. Get instant customer portal link to share

All-in-One Form

Create everything in a single transaction:

• Customer information
• Invoice details
• Payment plan options
• Automated customer portal link generation

Smarter Dashboard

The dashboard now focuses on plans rather than invoices:

• View all active payment plans at a glance
• See plan status, customer details, and progress
• Track upcoming payments across all plans
• Quick access to plan management actions

Improved Plan Details

Each plan page now shows:

• Complete payment timeline
• Customer interaction history
• Status event tracking
• Proposal management (if customer suggests alternatives)
• Extension and deferral tracking

Better Plan Management

New actions available:

• Mark plans as completed, abandoned, or cancelled
• Write off plans when needed
• Reactivate abandoned plans
• Track all status changes with audit trail

Why This Matters

The old flow required too many steps and was confusing. This redesign makes it:

• Faster: Create plans in seconds, not minutes
• Clearer: Focus on the plan, not the underlying invoice
• More Flexible: Generate multiple options and let customers choose
• Better Tracked: See exactly what's happening with each plan

Migration Note

Existing plans and invoices continue to work exactly as before. This update only changes how new plans are created.

Good Plan Goes Live! 🎉

Today marks the official launch of Good Plan - a better way for small businesses to handle overdue invoices without the aggressive tactics of traditional collections.

Core Features

Payment Plan Creation

• Create customized payment schedules
• Suggest 3, 6, or 12-month plans automatically
• Add custom schedules with specific dates and amounts
• Send secure links to customers

Customer Portal

• Clean, mobile-friendly interface
• Accept or propose alternative plans
• Track progress with visual indicators
• Respond to check-ins with one click

Automated Check-Ins

• Neutral, respectful messages on due dates
• "Were you able to make this payment?" approach
• Tracks responses and payment confirmations
• No aggressive collections energy

Dashboard & Tracking

• Monitor all active plans in one place
• See upcoming payments across customers
• Track completion progress
• View plan history and status events

Extensions & Flexibility

• Grant payment extensions easily
• Handle counter-proposals from customers
• Adjust plans as circumstances change
• Document all changes automatically

Why We Built This

Traditional collection agencies are outdated and destructive. They force small businesses to choose between:

• Harassing customers (and damaging relationships)
• Selling debts at 30-50% losses
• Writing off money completely

Good Plan offers a fourth option: collaborative payment plans with automated, respectful follow-ups.

What's Next

We're committed to helping small businesses maintain relationships while getting paid. Watch for upcoming features focused on making payment plan management even easier.

Thank you for being part of the Good Plan launch! 🚀