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 method has been stored for the client, client representative, or invoicee, payments can be processed electronically and automatically applied to invoices.
This tip sheet covers:
One-time payments
Bulk invoicing payment options
Automated payment accounts
Viewing submitted transactions
Before processing payments, verify that:
Aaniie Payments has been activated for the agency.
The agency has completed the Fiserv application process.
The client, client representative, or invoicee has a payment method stored on their profile.
An invoice exists with an outstanding balance.
Navigate to:
Menu → Accounting → Payer Invoicing
Select the appropriate billing period.
Click Load.
Find the client invoice you wish to pay.
Click the Apply Payment (Aaniie Payments) card icon.
If multiple payment methods are stored:
Select the desired payment method.
Enter the payment amount.
Click Process Payment.
Review the payment information.
Select:
Proceed to process the payment
Cancel to stop the transaction
Once submitted, the payment is sent for processing.
After a payment is successfully submitted:
A receipt is automatically generated.
The payment is applied to the invoice.
The invoice balance is updated accordingly.
Payment records are stored within the client's account history.
No manual receipt creation is required.
Agencies using Bulk Invoicing can automate payment collection by assigning an Automated Payment Account.
This allows the system to automatically process payments when Bulk Invoicing is run.
Automated Payment Accounts can be configured for:
Clients
Client Representatives
Invoicees
Open the profile of the person or organization responsible for payment.
Expand the Accounting section.
Locate Automated Payment Account.
Select Create Automated Payment Account.
Select:
Choose the stored payment method that should be used automatically.
Choose one of the following:
Processes payment for the full account balance.
Processes payment for the current invoice balance only.
Click Save to complete setup.
Once configured:
Bulk Invoicing automatically uses the selected payment account.
The selected default amount determines how much is charged.
Payments are processed without requiring manual payment entry.
This can significantly reduce billing administration time.
If an Automated Payment Account has not been configured:
Bulk Invoicing cannot process a payment.
The client will appear on the Bulk Invoice Processing Report with a payment error.
No payment will be collected for that account.
Always verify Automated Payment Accounts are configured before running Bulk Invoicing payment processing.
Once payments have been processed, transaction details can be reviewed directly within Aaniie.
Menu → Accounting → Aaniie Payments Transactions
This page allows users to review:
Transaction dates
Invoice numbers
Payers
Transaction status
Amount charged
Amount captured
Payment activity history
Additional transaction details are available through the Fiserv Merchant Portal.
The Merchant Portal provides visibility into:
Processing activity
Transaction statuses
Processing fees
Deposits
Bank distributions
Settlement information
A quick link to the portal is available from the Aaniie Payments Transactions page.
Open Payer Invoicing.
Select invoice.
Apply payment.
Process payment.
Receipt generates automatically.
Configure Automated Payment Accounts.
Run Bulk Invoicing.
Payments process automatically.
Store payment method on the representative or invoicee profile.
Configure an Automated Payment Account.
Bulk Invoicing will process payment from the designated payer.
Review transaction history in Aaniie Payments Transactions.
Use the Fiserv Merchant Portal for detailed processing information.
Verify:
Aaniie Payments is enabled.
A payment account exists for the payer.
An invoice has been generated.
Verify:
Payment information is valid.
Sufficient funds are available.
The payment method has not expired.
Verify:
An Automated Payment Account has been configured.
A valid payment method exists.
The appropriate Default Amount option was selected.
Review:
Menu → Accounting → Aaniie Payments Transactions
If additional information is needed, access the Fiserv Merchant Portal.
Verify payment methods before processing payments.
Configure Automated Payment Accounts for recurring collections.
Review Bulk Invoice Processing Reports after payment runs.
Monitor transaction statuses regularly.
Use the Merchant Portal when investigating payment activity.
Confirm receipts are generated after successful payments.
Aaniie Payments enables agencies to securely process one-time and automated electronic payments directly within Aaniie. By configuring payment methods and Automated Payment Accounts, agencies can streamline collections, automate bulk payment processing, and monitor payment activity through both Aaniie and the Fiserv Merchant Portal.