Quick Start: Your First Payment Plan
Get your first payment plan set up in under 5 minutes.
Step 1: Create Your Account
Sign up at withgoodplan.com - no credit card required for your 14-day trial.
Step 2: Add an Invoice
- Go to Dashboard → Create Good Plan
- Enter:
- Customer name and email
- Amount owed
- Brief description (e.g., "Plumbing services - Invoice #1234")
- Original due date
Step 3: Choose a Payment Schedule
Good Plan will suggest three options:
- 3 months: Higher payments, faster completion
- 6 months: Balanced approach
- 12 months: Lower payments, more manageable
Or create a custom schedule with your own dates and amounts.
Step 4: Send to Your Customer
Click Send Plan and we'll email your customer a secure link to:
- Review the payment schedule
- Accept the plan
- Propose an alternative if needed
Step 5: Track Progress
Once accepted, Good Plan will:
- Send automated check-ins on payment due dates
- Ask "Were you able to make this payment?"
- Track responses and payment confirmations
- Keep you updated on plan status
What Happens Next?
Your customer receives friendly reminders. When they confirm payment, you verify it in your accounting system and mark it complete in Good Plan. Simple!
Need help? Check out the other topics in this help center or contact support.