How to Create a Good Plan
Creating a payment plan is straightforward. Here's the complete process.
Starting a New Plan
- From your dashboard, click Create Good Plan
- You'll be guided through several simple steps
Invoice Information
Customer Details:
- Full name
- Email address (required for sending the plan)
- Phone number (optional)
Invoice Details:
- Amount owed
- Original invoice number (optional but recommended)
- Brief description of services/products
- Original due date
Payment Schedule Options
Good Plan automatically calculates three suggested schedules:
3-Month Plan
- Best for: Smaller amounts or urgent needs
- Payments: Monthly installments over 3 months
- Example: $900 owed = $300/month
6-Month Plan
- Best for: Most situations
- Payments: Monthly installments over 6 months
- Example: $900 owed = $150/month
12-Month Plan
- Best for: Larger amounts
- Payments: Monthly installments over 12 months
- Example: $900 owed = $75/month
Custom Schedules
Need something different? Create a custom schedule:
- Set your own payment amounts
- Choose specific due dates
- Add irregular payment intervals
- Include a down payment requirement
Review and Send
Before sending:
- Review all details carefully
- Preview what your customer will see
- Click Send Plan to email them the secure link
Your customer can then accept the plan or propose an alternative schedule.