Client Setup for Celero Payments

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• Making Celero Payments

  See the attached Tip Sheet for how to make Payments using Celero.

• Celero Test Payment

  See the attached Tip Sheet for how to make a Celero Test Payment.

• Client Invoicing Forms

  Please see the attached document to view the Client Invoicing Forms Tip Sheet. This tip sheet shows examples of each client invoicing form and how it is displayed on the invoice PDF.

• Aaniie Billing: Active Client Count

  For Admin/Accountants: You are billed for your Aaniie subscription based on the amount of active clients for a given month. If you are ever questioning why you were billed for a certain number of clients, you can run the Active Clients By Month ...

• Shift Signatures

  This report is highly recommended to use for submitting to Long Term Care Insurance, or in any instance that they deem necessary to have both fees and completed tasks, without having to run an invoice. Within this report you can see client and staff ...