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Maxio documentation for billing, payments, revenue, and reporting

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System Overview
Learn how the Maxio Platform works.
Getting Started as a User
Get up and running as a user of Maxio Platform.
Product Roadmap
See what we're working on and what's coming soon.
Request a Sandbox
Fill out this form to get an Advanced Billing sandbox.
Featured Articles
Common questions by workflow
Close the month
Lock periods, tie reports to your general ledger, and correct mistakes after close.
Correct a write-off after period closeDeferred revenue on an ended contractDeferred revenue split changed after closeAdditional questions ›
Recognize revenue
Allocate bundled contracts and recognize revenue as you deliver.
Recognize revenue on a prepaid services fundUse SSPs calculated outside Maxio
Get paid and reconcile
Match deposits to your bank and handle refunds cleanly.
Reconcile deposits to your bankRefund a duplicate payment
Measure performance
Understand how Maxio calculates the metrics in your reports.
How Maxio calculates Net Dollar Retention
Browse by Topic
Getting Started
Introduces users to the Maxio platform, core concepts, and setup guidance.
For the DeveloperFor the New UserMaxio Platform BasicsQuick Start GuidesMore ›
Billing
Creating billing models for all of your business scenarios.
CatalogSubscriptionsInvoicingTaxesMore ›
Payments
Maxio Payments and our other payment processors.
Maxio PaymentsAdditional GatewaysSurcharging NEW
Accounting
Revenue recognition, financial reporting, and accounting integrations.
ContractsCustomers for Contract ManagementTransactionsAccounting InvoicesMore ›
Insights
Dashboards, metrics, and analytics for tracking performance and trends.
Metrics and TargetsAnalytics ReportsFinance ReportsReport ManagementMore ›
Selling
Lead-to-sale processes including CRM integrations, quoting, and signup flows.
Public Signup PagesSales OrdersSalesforce for Maxio CoreSalesforce for Advanced BillingMore ›
Configuration
Platform-level setup, notifications, integrations, and account administration.
Advanced BillingMaxio CoreMaxio MCP ServerAuthentication & AccessMore ›