Tip Sheet: Setting Up a Client to Make Payments with Aaniie Payments

Aaniie Payments allows agencies to securely store payment methods and process electronic payments from clients, client representatives, and invoicees.

Before setting up a client for payments, your agency must have:

• Aaniie Payments enabled in Site Settings

• A completed and approved Fiserv application

Once these requirements have been met, payment methods can be added to individual client profiles.

Setting Up a Client Payment Method

Step 1: Open the Client Profile

1. Navigate to:
   Menu → Clients → Client Management

2. Locate the client.

3. Click the client's photo (or No Photo icon) to open their profile.

Step 2: Access the Accounting Section

1. Scroll down to the Accounting section.

2. Expand the section.

Locate Stored Payment Methods.

Important: If the Stored Payment Methods section is not visible, your agency's Aaniie Payments setup may not yet be completed with Fiserv or enabled in Site Settings.

Step 3: Add a Payment Method

1. Click the Create Stored Payment Method (Pen/Pad) icon.

2. Select the type of payment method you would like to add:

   • Credit/Debit Card

   • Bank Account (ACH)

Adding a Credit or Debit Card

If Card is selected:

1. Enter the following information:

   • Card Number

   • Expiration Date

   • CVC/CVV Security Code

   • ZIP Code

2. Click Save.

Adding a Bank Account (ACH)

If Bank is selected:

1. Enter the Account Holder's Name.

2. Select the Account Type:

   • Checking

   • Savings

3. Select how account information will be provided.

4. Choose Manual Entry.

5. Enter the bank account details.

6. Click Save.

Important Notes

Temporary Authorization Hold

When adding a payment method, a temporary authorization hold of $0.10 may be placed on the account.

• This is not a charge.

• The authorization is used to validate the payment method.

• The payment method will only be charged when an actual payment is processed.

Migrating from Celero

If your agency previously used Celero for payment processing:

Stored card and bank account information does not transfer automatically to Aaniie Payments.

Clients must provide their payment information again so it can be securely stored within Aaniie Payments.

Setting Up Client Representatives and Invoicees

The same process can be used to add payment methods to:

Client Representatives

Navigate to:

Menu → Clients → Representative Management

Open the representative's profile and follow the same payment setup process.

Invoicees

Navigate to:

Menu → Clients → Invoicees

Open the invoicee profile and follow the same payment setup process.

Best Practices

• Verify payment information before saving.

• Confirm Aaniie Payments has been fully activated before attempting setup.

• Inform clients about the temporary $0.10 authorization hold.

• Obtain updated payment information from former Celero users.

• Regularly review stored payment methods for accuracy.

Summary

To enable electronic payments for a client:

1. Open the Client Profile.

2. Navigate to the Accounting section.

3. Create a Stored Payment Method.

4. Add either a Credit/Debit Card or Bank Account.

5. Save the payment information.

This process can also be used for Client Representatives and Invoicees, allowing agencies to securely manage payment methods and process payments through Aaniie Payments.