Managing Automated, Scheduled, and Recurring Payments

We offer automated, scheduled, and recurring payment options for your customers through the MuniciPay platform. 

Once enabled, your customers will have the option to set up these types of payments directly on your MuniciPay payment site.

How to View Customer Payment Setups in AutoAgent

1. Log in to your AutoAgent account.
2. Select the MuniciPay product.
3. Click on the Payers tab.
4. From the dropdown menu, choose one of the following options:
   1. Manage Automated Items
   2. Manage Recurring Items
   3. Manage Scheduled Items
5. Select the option that corresponds to the type of payment you want to view.

Viewing and Managing Payment Details

Once you access the selected payment type, you will see a list of all customer-set payment items, including:

• Parcel details
• Contact information for the payer
• Payment details
• Date last modified

You can also:

• Export results to generate a report.
• Use the filter panel on the right-hand side to narrow your results by individual, item number, department, payment method, or payment status.
• Click the three dots next to any item number to view additional actions, including:
  1. Canceling a payment
  2. Finding transactions by email
  3. Viewing emails sent to that user
     

If you would like to activate automated, scheduled, or recurring payments for your account, please contact our Support Team for setup assistance.