Skip to content
Back to PostalForm

Template

Payment plan request letter template

Use this template when you want to offer or request an installment plan to resolve a past-due balance.

Published Jan 20, 2026

How it works

Step 1

Fill out form

Complete the guided fields online.

Step 2

Preview PDF

Review the generated PDF before mailing.

Step 3

Mail

We print and mail it via USPS.

Copy/paste template

[Your Company Name]
[Your Company Address]
[City, State ZIP]
[Phone]
[Email]

[Date]

[Client Name]
[Client Company]
[Client Address]
[City, State ZIP]

Re: Request for payment plan - Invoice #[Invoice Number]
Amount Due: $[Amount]
Original Due Date: [Date]

Hello [Client Name],

We are willing to resolve the past-due balance of $[Amount] through a payment plan.
Proposed plan:
- Down payment: $[Amount] due [Date]
- Remaining balance: $[Amount] in [Number] payments of $[Amount] due on [Dates]

Please confirm acceptance by [Response Deadline Date], or contact me to propose an alternative schedule.
Payment options: [methods].
Payment instructions: [link or address].

Sincerely,
[Your Name]
[Title]
[Company]

Before you mail (checklist)

  • Total amount due is correct.
  • Payment plan details add up to the total.
  • Response deadline is clear.
  • Payment instructions and contact info are included.

Recommended mailing method

If you need proof of delivery, use Certified Mail with electronic return receipt (First Class only). If the deadline is tight, consider Express (1-3 business days). Certified Mail is only available with First Class.

Certified Mail with electronic return receipt (First Class only)

Common mistakes to avoid

  • Missing payment plan details or dates.
  • Installments that do not match the total due.
  • No response deadline.
  • Unclear payment instructions.

What you get

  • Payment plan request template
  • Certified Mail with electronic return receipt (First Class only)
  • First Class or Express delivery options

Simple pricing

Base fee plus per-page printing. Postage included. See pricing for details.

Why PostalForm

USPS delivery

First Class or Express with optional Certified Mail.

Address validation

Reduce returned mail and delivery errors.

Fast checkout

Upload once and mail in minutes.

FAQs

Can I offer multiple plan options?
Yes. Keep the options simple and include a response deadline.
Do you offer tracking?
Yes. Add Certified Mail with electronic return receipt (First Class only).

Ready to send it?

Click the primary button to use this template now, or upload your letter as a PDF and we will print and mail it.

Have your own PDF ready to go?

Send my PDF

Resources