Once Celero has been configured for the agency and a client has a valid Celero payment account on file, payments can be processed directly from Payer Invoicing.
Celero allows agencies to securely process electronic payments using stored credit card or ACH payment methods and automatically apply those payments to client invoices.
Before processing a payment, verify that:
Celero credentials have been configured for the agency.
The client has a valid Celero payment account on file.
An invoice has been generated for the client.
The invoice has an outstanding balance.
If any of these requirements have not been completed, the payment cannot be processed.
Navigate to:
Menu → Accounting → Payer Invoicing
Select the appropriate billing period.
Click Load.
Locate the client invoice that will receive the payment.
Once the invoice has been located:
Click the Apply Payment (Celero) icon.
Review the invoice balance.
Enter the payment amount in the Amount field.
Verify the amount being charged.
Click Process Payment.
After selecting Process Payment:
Review the payment details.
Verify the amount is correct.
Click Confirm.
The payment request will be submitted to Celero for processing.
After the payment is processed, verify that:
The payment completed successfully.
A receipt was generated.
The invoice balance was reduced appropriately.
The payment appears within the client's account history.
Successful payments will be reflected within Payer Invoicing and the client account.
Celero payments do not have to equal the full invoice balance.
Invoice Balance: $500
Payment Amount: $200
Result:
$200 is applied to the invoice.
Remaining Invoice Balance: $300
The invoice remains open until the remaining balance is paid.
Invoice Balance: $500
Payment Amount: $500
Result:
The invoice is fully paid.
Remaining Invoice Balance: $0
The invoice will be considered paid in full.
Verify:
Celero is configured at the agency level.
The client has a Celero payment account on file.
The invoice has been generated.
Verify:
The payment method is valid.
The card has not expired.
ACH account information is correct.
Sufficient funds are available.
The payment processor is operational.
Verify:
The payment completed successfully.
A receipt was generated.
The payment was applied to the correct invoice.
If the payment was already processed, follow your agency's refund procedures and process any necessary adjustments through Celero before making corrections in Aaniie.
Review invoice balances before processing payments.
Verify payment amounts carefully.
Confirm payment account information is current.
Monitor receipts after processing.
Test Celero functionality after initial setup.
Maintain documentation of refunds or payment adjustments.
Generate invoices.
Review invoice balances.
Open Payer Invoicing.
Select the invoice.
Apply Payment (Celero).
Enter payment amount.
Process Payment.
Confirm transaction.
Verify receipt creation.
Verify invoice balance updates.
Celero payments can be processed directly from Payer Invoicing once agency credentials and client payment accounts have been configured. Payments are applied to invoices electronically, reducing manual payment entry and helping maintain accurate client account balances.