General
Adding Convenience Fees and Surcharges
When using Aaniie Payments with credit card payments you do have the ability to have a automatic Convenience Fee or Surcharge added to the invoice. In this option you can charge your client a percentage of their bill or a fixed dollar amount when ...
Aaniie Payments - Applying a Refund to a Payment
Aaniie Payments: Applying a Refund to a Payment Tip Sheet Overview Aaniie Payments allows agencies to issue full or partial refunds for previously processed payments directly from the Aaniie Payments Transactions page. Important Processing a refund ...
Aaniie Payments: Site Settings and Initial Setup
Aaniie Payments Site Settings and Initial Setup Tip Sheet Overview Aaniie Payments allows agencies to securely accept electronic payments directly within Aaniie through an integrated payment processing solution powered by Fiserv. Before agencies can ...
Holiday Pay/Fees
There are a few options to consider regarding holidays and paying caregivers/billing clients. Below are some settings within Aaniie to help your agency go about this. Enabling/Disabling Holiday Pay 1. Menu > Settings > Site Settings 2. Navigate to ...
Aaniie Billing: Active Client Count
For Admin/Accountants: You are billed for your Aaniie subscription based on the amount of active clients for a given month. If you are ever questioning why you were billed for a certain number of clients, you can run the Active Clients By Month ...
How to Find a Credit
While handling accounting, there may be instances in which you discover a client has a credit on their account, but cannot find where/when it stems from. There are two ways to easily find the billing period that the credit exists in. Via Invoices ...
Making Celero Payments
Making Payments with Celero Tip Sheet Overview Once Celero has been configured for the agency and a client has a valid Celero payment account on file, payments can be processed directly from Payer Invoicing. Celero allows agencies to securely process ...
Client Setup for Celero Payments
Setting Up a Client for Celero Payments Tip Sheet Overview Before a client can make electronic payments through Celero, the agency must first have its Celero credentials configured within Aaniie. Once the agency setup is complete, each client who ...
Celero Test Payment
Celero Test Payment Tip Sheet Overview After completing a Celero payment integration, Celero recommends processing a test payment to verify that the payment gateway, account configuration, and receipt processing are functioning correctly. This test ...
Discounting Shifts with Charge Codes
Discounts can be automatically applied to shifts that are scheduled with discounted charge codes There are a few steps needed in order to start using charge codes Enable Charge Codes in site settings - Misc (Support Only) Section Enable Charge Code ...
Paying Mileage To The Caregiver Without Charging It To The Client
If you want to log mileage to pay the caregiver but not charge the client, follow the below steps: 1. Create an Admin Client that will have mileage charges applied. 2. Access that client's profile Menu>Clients>Client Management. 3. Once in the test ...
Creating a Recurring Fee
The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. Step 1 Setting up Program, G/L Code and Charge Code: Prior to setting up the fee itself there ...