Understanding Check-Ins

Understanding Check-Ins Check-ins are the heart of Good Plan - automated, neutral messages that keep payment plans on track without being pushy. What...

Granting Extensions

Granting Extensions Sometimes customers need more time. Good Plan makes it easy to grant extensions while keeping everything documented. When to Grant...

Handling Counter-Proposals

Handling Counter-Proposals When you send a payment plan, customers can propose alternative schedules. Here's how to handle them. What Are Counter-Prop...

Marking Payments as Received

Marking Payments as Received When customers make payments, you need to verify and record them in Good Plan. The Verification Process 1. Customer Repor...