Payment Plan Setup & Monitoring
Sets up installment plans, sends reminders before each date, tracks payments, alerts on misses
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Payment Plan Setup & Monitoring automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Recovers 70-80% of large invoices that would be bad debt. Preserves $15K-$30K+ annually..
How It Works
1
Plan Created
Installment plan details entered
2
Confirmation
Schedule, amounts, due dates, payment link
3
Tag
'payment-plan-active'
4
Installment Reminder
3 days before: '${{amount}} due {{date}}. Pay: {{link}}'
5
Paid?
Check after due date
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.