Setting Up a Client for Celero Payments Tip Sheet

Overview

Before a client can make electronic payments through Celero, the agency must first have its Celero credentials configured within Aaniie.

Once the agency setup is complete, each client who will be making payments must have a payment account created and linked to their profile.

Aaniie supports both:

• Credit Card Payments

• ACH (Bank Account) Payments

Prerequisites

Before setting up a client payment account:

• Celero must be configured at the agency level.

• The client profile must already exist.

• The client must provide valid payment information.

Important

If the Celero Payment Accounts section is not visible within the client profile, the agency's Celero credentials have not yet been configured.

Accessing Client Payment Accounts

Navigate to:

Menu → Clients → Client Management

1. Locate the client.

2. Click the client's photo or the No Photo icon.

3. Scroll to Accounting.

4. Expand the Accounting section.

5. Locate Celero Payment Accounts.

Creating a Payment Account

1. Select the Create Celero Payment Account icon.

2. Review the information displayed.

Most client information will automatically populate from the client profile.

Selecting a Payment Type

Choose the appropriate option from the Payment Account Type dropdown.

Available options:

• Credit Card

• ACH (Bank Account)

Setting Up a Credit Card Payment Account

If the client will pay using a credit card:

1. Select Credit Card as the Payment Account Type.

2. Enter the credit card number.

3. Enter the expiration date.

4. Review the information for accuracy.

5. Click Save.

The credit card payment method is now available for payment processing.

Setting Up an ACH Payment Account

If the client will pay directly from a bank account:

1. Select ACH as the Payment Account Type.

2. Choose the appropriate account type:

   • Checking

   • Savings

3. Enter the routing number.

4. Enter the account number.

5. Review the information for accuracy.

6. Click Save.

The ACH payment method is now available for payment processing.

Supporting Multiple Payment Methods

Clients may have more than one payment method stored.

Example

A client may wish to maintain:

• A credit card for backup payments

• An ACH account for primary payments

Because payment methods are stored separately, each payment type must be entered individually.

Important

If the client only intends to use one payment method, only that payment account needs to be created.

Verifying Setup

After saving the payment account:

1. Return to the client's Accounting section.

2. Verify the payment account appears under Celero Payment Accounts.

3. Confirm the account type displays correctly.

4. Confirm masked account information appears as expected.

The client is now configured for electronic payments.

Troubleshooting

Celero Payment Accounts Section Is Missing

Verify that the agency's Celero credentials have been configured.

If the section is unavailable, contact Aaniie Support for assistance.

Unable to Save the Payment Account

Verify:

• All required fields are completed.

• Routing and account numbers are valid.

• Credit card information is entered correctly.

• Expiration dates are current.

Payment Method Not Available During Payment Processing

Verify:

• The payment account was saved successfully.

• The correct client profile was updated.

• The payment account appears under Celero Payment Accounts.

Best Practices

• Verify payment information with the client before saving.

• Confirm routing and account numbers carefully for ACH accounts.

• Store only authorized payment methods.

• Use ACH when possible to reduce processing costs.

• Maintain backup payment methods when appropriate.

• Test payment processing after initial setup when onboarding new clients.

Key Takeaway

Before a client can make electronic payments through Celero, a payment account must be created within their profile. Aaniie supports both credit card and ACH payment methods, allowing agencies to securely process electronic payments once the client's payment information has been configured.