Day-to-Day Workflows

This section covers the essential workflows you'll use regularly in GovPayPlan. Whether you're processing payments, generating reports, or managing your team, you'll find step-by-step guides here.

Payments

Learn how to handle all aspects of payment processing:

• Payments Overview - Understanding the payments module
• Creating Payments - Process new transactions
• Payment Types - One-time, recurring, and scheduled payments
• Processing Refunds - Issue full or partial refunds
• Receipts - Manage and resend receipts

Reporting

Generate insights and maintain accurate records:

• Reporting Overview - Available reports and features
• Transaction Reports - View and filter transactions
• Reconciliation - Match transactions with bank records
• Exporting Data - Download reports in various formats

Administration

Configure and manage your GovPayPlan instance:

• Administration Overview - Admin capabilities
• User Management - Add, edit, and remove users
• Roles & Permissions - Configure access levels
• Agency Settings - Customize your agency configuration
• Security Settings - MFA, sessions, and security policies

Quick Links

I want to...	Go to...
Process a payment	Creating Payments
Issue a refund	Processing Refunds
Run a report	Transaction Reports
Add a new user	User Management
Configure MFA	Security Settings