Managing Individual Payer Payment Settings & Communications

We offer automated, scheduled, and recurring payment options for your customers through the MuniciPay platform. In addition, e-billing and address change requests are available features.

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

If you would like to enable any of these features, please contact support@municipay.com for assistance.

Accessing Payment Settings

To view and manage payer payment settings:

1. Log in to your Autoagent account 
2. Select the MuniciPay product 
3. Navigate to the Payers tab 
4. From the dropdown menu, select the payment type you want to view: 
   • Automated Payments 
   • Scheduled Payments 
   • Recurring Payments 

Once selected, the system will display all payers who have that payment type configured.

Viewing and Managing Payment Details

After selecting a payment type, you will see a list of all customer-configured payment items. Each record includes:

• Account details 
• Payer contact information 
• Payment details (enrollment date, last attempt, last reminder) 
• Wallet information (payment method on file) 

Available Actions

• Export Results: Generate a report of the listed records 

• Filter Results: Use the filter panel on the right to narrow results by available fields 

• Additional Options: Click the three dots next to any item to: 
  • Cancel a payment for that payment type
  • Find transactions by email 
  • Find transactions by item 
  • View emails sent to the payer 

Managing Payer Accounts and Communications

From the Payers tab dropdown, select All Payers to view a complete list of users who have made payments through MuniciPay.

Payer Overview Includes:

• Payer Details (i.e Name, address, phone number, email address)
• Payment types configured 
• Account status 

Account Status Definitions:

• Active: The payer has a registered MuniciPay account 
• Guest User: The payer has made payments without creating an account 
• Inactive: The payer account is no longer active 

Actions to Take:

Click the three dots next to a payer to:

• Find transactions by email 
• View emails sent to the user 
• View recurring payments 
• View automated payments 
• Deactivate or reactivate the account 

Viewing Outgoing Communications

Email Logs

• Navigate to the Payers tab 
• Select Outgoing Emails from the dropdown 
• View all system-generated emails sent to payers 
• Use the three dots next to a record to view emails sent to a specific user 

Text Message Logs

• Navigate to the Payers tab 
• Select Outgoing Text Messages from the dropdown 
• View all SMS communications sent to payers