Marking Payments as Received

When customers make payments, you need to verify and record them in Good Plan.

The Verification Process

1. Customer Reports Payment

After a check-in, your customer clicks "Yes, I paid" and indicates how:

• E-transfer
• Check
• Cash
• Bank transfer
• Other

2. You Receive Notification

Good Plan emails you:

• Customer name
• Amount they claim to have paid
• Payment method they reported
• Date they reported it

3. Verify in Your System

Check your actual accounting/banking:

• Did the payment arrive?
• Is the amount correct?
• Does the method match?

4. Mark as Verified

In Good Plan dashboard:

• Go to the active plan
• Find the reported payment
• Click Verify Payment
• Confirm the amount and method

What If Payment Hasn't Arrived?

If customer reports payment but you haven't received it:

Wait a Day or Two: E-transfers and checks take time

Contact Them Directly: Ask politely for confirmation

• "I haven't seen the e-transfer yet - can you check it went through?"
• "Just wanted to confirm - did you send the check to [address]?"

Don't Mark as Verified: Only verify what you've actually received

Payment Method Discrepancies

If they reported e-transfer but paid by check:

• Still mark as received
• The method field is for tracking, not enforcement
• What matters is that payment arrived

Partial Payments

If they paid less than the scheduled amount:

• Mark the partial payment as received
• Add a note about the shortfall
• Discuss with customer about making up the difference

Progress Tracking

Once verified:

• Customer's progress bar updates
• Plan shows X of Y payments completed
• Both parties can see the path to completion
• Next check-in schedules automatically

Keep Your Records Clean

Good Plan is not your accounting system - it's a tracking and communication tool. Always verify payments against your actual books before marking them received.

This two-step process (customer reports, you verify) ensures accuracy and prevents disputes.