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 uses an Admin Client and a small invoice amount to validate the payment workflow before processing actual client payments.
Before performing a test payment:
Celero credentials must be configured in Aaniie.
An Admin Client must exist or be created.
A valid payment method must be available for the Admin Client.
If you do not already have an Admin Client configured, create one first.
Create the client using the standard client creation process.
Navigate to:
Menu → Clients → Client Management
Locate the client.
Click the client's photo or the No Photo icon.
Expand Priority Info.
Locate the Admin Client setting.
Click the edit pencil.
Enable:
This Client is for Testing, Training, Administrative or On-Demand Scheduling
Click Save.
The client is now designated as an Admin Client.
Add a valid credit card or payment method to the Admin Client.
Common options include:
Agency credit card
Agency administrator credit card
Other authorized testing payment method
Use the standard Celero payment account setup process to store the payment method on the client profile.
A small invoice amount should be created for testing purposes.
Menu → Clients → Client Management
Open the Admin Client profile.
Expand the Invoicing section.
Select or create a billing period.
Click Load.
Locate Misc Fees.
Click Create.
Enter:
Date: Current Date
Amount: $1.00
Cost: $0.00
Description: Test Payment
Click Save.
This creates a billable charge that can be invoiced.
Navigate to:
Menu → Accounting → Payer Invoicing
Search for the Admin Client.
Select the Admin Client checkbox.
Select the billing period used above.
Click Load.
Verify that no other clients are selected.
Open the Action dropdown.
Select:
Generate Invoices from Selected Clients
Click the action arrow to generate the invoice.
The $1.00 test invoice is now available for payment.
Using the standard Celero payment process:
Open the generated invoice.
Process a payment using the stored payment method.
Submit the payment.
The payment should process through the Celero gateway.
Confirm that:
The payment processes successfully.
A receipt is generated.
The invoice balance is reduced appropriately.
The payment appears on the client account.
No processing errors are displayed.
This confirms the Celero integration is functioning correctly.
Once testing is complete:
Contact Celero.
Request that the test transaction be voided or refunded.
Verify that the transaction has been reversed.
This prevents the agency from retaining the test payment and completes the testing process.
Verify:
The payment method is valid.
The card has not expired.
Celero credentials are configured correctly.
The merchant account is active.
Verify:
The Misc Fee was created successfully.
The correct billing period was selected.
The invoice was generated in Payer Invoicing.
Verify:
The transaction completed successfully in Celero.
A receipt was generated.
The invoice was paid against the correct client.
Use a dedicated Admin Client for testing.
Keep the test amount small, typically $1.00.
Verify receipts and invoice balances after payment.
Complete a test payment whenever Celero is newly configured.
Request a refund or void after successful testing.
A Celero Test Payment verifies that payment processing, receipt generation, and invoice application are functioning correctly within Aaniie. By creating an Admin Client, generating a small invoice, processing a test payment, and confirming the results, agencies can confidently begin accepting live client payments through Celero.