Agency Settings

Agency Settings allow administrators to customize GovPayPlan for your organization's specific needs.

Accessing Agency Settings

1. Navigate to Settings > Agency Settings
2. Select the category you want to configure

General Settings

Agency Information

Setting	Description
Agency Name	Your organization's name (appears on receipts)
Agency ID	Unique identifier (read-only)
Contact Email	Primary contact for the account
Phone Number	Agency contact number
Address	Physical address for receipts

Timezone

Set the timezone for transaction timestamps and reports.

Business Hours

Configure operating hours for:

• Support availability display
• Scheduled payment processing

Branding

Logo

Upload your agency logo:

• Recommended size: 200x50 pixels
• Formats: PNG, JPG, SVG
• Used on: Dashboard, receipts, payment pages

Colors

Customize the color scheme:

• Primary color
• Secondary color
• Accent color

Receipt Customization

Configure receipt appearance:

• Header text
• Footer text
• Custom fields
• Logo placement

Payment Configuration

Payment Types

Define the types of payments your agency accepts:

1. Click Add Payment Type
2. Enter:
   • Name (e.g., "Permit Fee")
   • Description
   • Default amount (optional)
   • Category
3. Save

Payment Methods

Enable/disable payment methods:

• Credit cards
• Debit cards
• ACH/Bank transfers
• Digital wallets

Processing Options

Option	Description
Convenience Fee	Enable/configure payer convenience fees
Minimum Amount	Set minimum transaction amount
Maximum Amount	Set maximum transaction amount
Currency	Select accepted currency

Refunds

By default, refunds are disabled. To allow refunds for your agency:

1. Navigate to Settings > Agency Settings > Payment Configuration
2. Find the Refunds section
3. Toggle Allow Refunds to enable
4. Save changes

Important

Refunds can only be processed before a transaction has fully settled to the bank, which typically occurs within 24 hours. Once settled, refunds are no longer available.

See Processing Refunds for more information on how refunds work.

Notification Settings

Email Notifications

Configure which emails are sent:

Notification	Recipients
Transaction receipt	Payer
Daily summary	Selected admins
Failed transaction alerts	Selected users
Settlement notification	Finance team

Email Templates

Customize email content:

1. Select the email type
2. Edit subject line
3. Modify body content
4. Use available merge fields
5. Preview and save

Integration Settings

API Access

• View API credentials
• Generate new API keys
• Set API permissions

Webhooks

Configure webhook endpoints for integrations.

See Webhooks for detailed configuration.

Advanced Settings

Data Retention

Configure how long data is retained:

• Transaction records
• User activity logs
• Report archives

Export Settings

Default export preferences:

• Date format
• Amount format
• Default file type

Audit Settings

Configure audit logging:

• Events to log
• Retention period
• Access permissions

Saving Changes

After making changes:

1. Click Save Changes
2. Review the confirmation
3. Some changes may require verification

WARNING

Some settings changes (like payment methods) may affect live transactions. Review carefully before saving.

Testing Changes

Before applying to production:

1. Test in sandbox environment
2. Verify receipts and notifications
3. Check integration compatibility

Related Topics

• Security Settings - Security configuration
• Webhooks - Integration setup
• Receipts - Receipt customization