Aaniie Payments: Site Settings and Initial Setup

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 begin processing payments, they must complete the Aaniie Payments enrollment process and receive approval from Fiserv.

This tip sheet outlines the initial setup process and how to activate Aaniie Payments for your agency.


What Is Aaniie Payments?

Aaniie Payments is the integrated payment processing platform available within Aaniie.

Once activated, agencies can:

  • Accept credit card payments

  • Accept ACH (bank account) payments

  • Process one-time payments

  • Automate payment collection through Bulk Invoicing

  • View transaction history

  • Access merchant reporting through Fiserv


Accessing Aaniie Payments Setup

Navigate to:

Menu → Settings → Site Settings

Locate the:

Aaniie Payments section.


Step 1: Start the Enrollment Process

Within the Aaniie Payments section:

  1. Click Sign Up for Payment Processing.

  2. Complete the payment processing application.

  3. Review all information for accuracy.

  4. Submit the application.

This application is sent to Fiserv for review and onboarding.


Step 2: Complete the Application

During enrollment, agencies will provide information required by Fiserv.

Common information includes:

  • Business information

  • Contact information

  • Banking information

  • Ownership information

  • Processing preferences

After completing the application:

  1. Click Continue.

  2. Submit the application.


Step 3: Wait for Fiserv Contact

After the application is submitted:

  • A confirmation message will appear.

  • Fiserv will review the application.

  • A Fiserv representative may contact the agency for additional information or clarification.

The Fiserv team will guide the agency through any remaining onboarding requirements.


Step 4: Approval and Configuration

Once the application has been approved:

  • Payment processing options become available within Aaniie.

  • Site Settings are updated with the approved payment methods.

  • The agency can begin configuring payment accounts and payment collection workflows.

Depending on the approval, supported payment methods may include:

  • Credit Cards

  • ACH (Bank Account Payments)


Step 5: Access the Merchant Portal

After approval, agencies receive access to the Fiserv Merchant Portal.

The Merchant Portal can be accessed through:

Menu → Accounting → Aaniie Payments Transactions

Select:

Open Merchant Portal

The Merchant Portal provides access to:

  • Transaction history

  • Settlement activity

  • Processing fees

  • Deposits

  • Banking distributions

  • Merchant account reporting


Step 6: Create Merchant Portal Credentials

During onboarding, Fiserv sends an email containing portal access instructions.

The email will include:

  • Username information

  • Password setup instructions

  • Login procedures

Important

Your username is typically the email address used during registration.

Follow the instructions provided by Fiserv to create your password and activate portal access.


Verifying Your Setup

After approval:

Navigate to:

Menu → Settings → Site Settings → Aaniie Payments

Verify that:

  • The application status is approved.

  • Payment method options are displayed.

  • Desired payment methods are enabled.

  • Changes have been saved.

Once complete, your agency is ready to begin configuring client payment accounts and processing payments.


Common Questions

When Can We Start Accepting Payments?

After:

  • Fiserv approves the application.

  • Payment methods appear in Site Settings.

  • Client payment accounts have been configured.

Can We Accept Both Credit Cards and ACH?

In most cases, yes.

The available payment methods depend on the processing agreement established during onboarding.

Where Can We View Transactions?

Navigate to:

Menu → Accounting → Aaniie Payments Transactions

For additional merchant details, use the Merchant Portal.


Troubleshooting

Sign Up for Payment Processing Button Is Missing

Verify that:

  • You have appropriate administrative permissions.

  • Your site has access to Aaniie Payments.

Application Still Pending

Contact Fiserv or Aaniie Support to verify application status.

Unable to Access Merchant Portal

Verify:

  • Your Fiserv onboarding has been completed.

  • You received your portal activation email.

  • Your password has been created successfully.

Payment Options Are Not Displayed

Verify:

  • The application has been approved.

  • Site Settings have been refreshed.

  • Payment methods have been enabled and saved.


Support

If you need assistance with Aaniie Payments setup, onboarding, or merchant portal access, contact Aaniie Support.

Phone: 715-227-3768

Email: support@aaniie.com


Best Practices

  • Complete onboarding as soon as possible.

  • Monitor email for Fiserv communications.

  • Verify approved payment methods after setup.

  • Test payment processing before going live.

  • Configure client payment accounts before attempting collections.

  • Ensure staff responsible for billing have Merchant Portal access.


Key Takeaway

Aaniie Payments provides a fully integrated payment processing solution powered by Fiserv. By completing the enrollment application, working through the Fiserv onboarding process, and verifying approved payment methods in Site Settings, agencies can begin accepting electronic payments directly within Aaniie.

Follow attached tip sheet on how to set up and enroll in Aaniie Payments
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