Payer Invoicing
Reprocess a Payment After a Payment Has Been Canceled or Returned
Reprocess a Payment After a Payment Has Been Canceled or Returned Overview If a payment has been canceled or returned, you can reprocess it by removing the original receipt, deleting the invoice, regenerating the invoice, and then processing the ...
Modifying Invoice Address Header and Mail To Information
Modifying Invoice Address Header and Mail To Information Overview The address and contact information displayed on invoices is controlled through your Site Settings. This includes both: The agency address displayed in the invoice header. The Mail To ...
Locking and Unlocking a Billing Period in Payer Invoicing
Locking and Unlocking a Billing Period Summary Learn how to lock or unlock a billing period from the Payer Invoicing screen. Locking a billing period helps prevent further edits to invoices within that period until it is unlocked. Navigate to Payer ...
Regenerating an Invoice After a Write-Off (Prior Billing Period)
When This Is Needed If a write-off is applied after an invoice has already been generated, the invoice will not automatically update to reflect that write-off. This results in: Invoice PDF not showing the write-off Remaining balance that should be $0 ...
Aaniie Payments - Making a Payment
Aaniie Payments: Making a Payment Tip Sheet Overview Aaniie Payments allows agencies to process electronic payments directly within Aaniie using integrated payment processing through Fiserv. Once Aaniie Payments has been configured and a payment ...
Overlapping Invoicing Period
Here is some help regarding what an overlapping invoicing period means and how you can rectify this! What is an overlapping invoicing period? If you are creating an invoice for a client and are presented with this error message: it means that a ...
Applying/Handling a Credit
Here's some tips on how you can apply/handle a credit in Aaniie: Discount - The simplest way of handling a credit is to apply a discount to the current (or future) invoice for the client. 1) Go to the Client's profile (Menu > Clients > Client ...
PCC Receipt Auto Generation
PointClickCare Receipt Auto Generation Tip Sheet Overview PointClickCare Receipt Auto Generation allows Aaniie to automatically create receipts when invoices are sent to PointClickCare. When enabled, the invoice balance is automatically reduced and a ...
Client Invoicing Forms
Client Invoicing Forms Tip Sheet Overview Client Invoicing Forms provide a flexible way to add, adjust, transfer, and correct charges directly on a client's invoice. These forms can be used for additional services, reimbursements, deposits, billing ...
Edit date on invoice
Click on the calendar icon to the left of the billing period dropdown in payer invoicing, you can set your own invoice date.
Bulk Invoicing
Bulk Invoicing Tip Sheet Overview Bulk Invoicing allows agencies to process invoices for multiple clients at the same time, reducing the time required to generate, email, print, and collect payments for client invoices. Bulk Invoicing can: Email ...