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Customer Fields Reference for Maxio Core

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Last updated on Aug 29, 2026

This reference guide defines every field available when adding or editing customers, including identifiers, addresses, e-Bill and autopay settings, "Do Not Sync," analytics fields, and integration-specific mappings for QuickBooks, Salesforce, and AvaTax.

The table below defines each field that is available when adding/editing customers.

Field	Description
Customer Number	A unique number that identifies the customer; leave this blank to have the system generate a unique number. You can enter a unique alphanumeric number if you prefer; the system will then verify that the number is unique when you save the record and will populate an error message if the value is duplicative to an existing record. The system-generated number format is created by adding a sequential number to the "Generated number-prefix" in your Account Settings.
Customer Name	This field is not required to be unique (if disconnected from a GL, or connected to a GL that accepts duplicate Name values), but the best practice is to create only unique customer names.
Email (Addresses)	Enter one or more email addresses to which the customer's invoices will be sent if e-Bill is enabled. To add more than one address, separate them with commas.
Active	The Active/Inactive drop-down is used to include/exclude a customer from the default Customer List screen. This setting is distinct from QuickBooks' Active/Inactive setting.
Permit Imbalance	Select Permit Imbalance if you wish the customer to be excluded from Out-of-Balance alerts. This setting should be used with caution and as an exception to the rule.
Default Payment Terms	Select a default payment term to use when creating invoices for the customer.
Entity Use Code	This setting is available only when the AvaTax integration is enabled. Entity Use Codes are used by AvaTax to declare the specific reason for (and type of) sales tax exemption for the customer. Only select an Entity Use Code if you want to exempt the customer from sales tax.
Notes	Free-form text field to add notes for the customer.
Do Not Sync to GL	Check to prevent this customer and its invoices/credit memos from syncing with a connected GL. This setting is not available once the customer record has synced, so it cannot be used to stop syncing a customer that has already synced. You can, however, use the "Do Not Sync" field on individual invoices to prevent syncing from that point forward.
Billing Address	The billing address syncs with your connected general ledger. The billing address entered here is used as the default billing address on invoices unless it is superseded by a contract's billing address or a billing address is manually entered for the invoice itself.
Shipping Address	The shipping address does not sync with your connected general ledger. The shipping address entered here is used as the default shipping address on invoices unless it is superseded by a contract's shipping address or a shipping address is manually entered for the invoice itself.
Validate with AvaTax	This function is only available when the AvaTax integration is enabled AND the Address Validation feature is also enabled in the AvaTax integration settings.

e-Bill Information

The e-Bill feature must be enabled in your account for this section to be visible. Contact support@maxio.com to enable e-Bill in your account. The e-Bill and payment settings are independent of the QuickBooks email and payment settings.

Field	Description
e-Bill	Check to have any invoices created for the customer set to email directly from Maxio by default.
Theme	Select a default e-Bill Theme (customizable invoice display template) for the customer's invoices.
Enable Autopay	When Autopay is on for a customer, all invoices created for the customer will be automatically paid if there is a valid credit card or ACH record stored for the customer AND the customer has agreed to automatic payments. If your payment provider has multiple payment methods on record, the most recent payment method will be used.
Enable Credit Card Payments	Check to allow the customer to pay e-Bills using a credit card via your connected payment provider. You must set up a payment provider account to use this feature.
Enable ACH Payment	Check to allow the customer to pay e-Bills by ACH using your connected payment provider as a payment processor. You must set up a payment provider account to use this feature.

Integrated Applications

QuickBooks Information

The QuickBooks section displays only when the QuickBooks Integration is enabled. The QuickBooks Profile differs slightly for the Desktop and Online versions of QuickBooks.

Field	Desktop	Online	Notes
Name	Available	Available	Cannot contain any colons.
Company Name	Available	Available	Cannot contain any colons.
Email	Available	Available	Separate email addresses with commas.
Full Name	Available	n/a	In Desktop, this is actually 3 fields.
Contact	Available	Available	In Desktop, this is a single field. In Online, this is actually 3 fields.
Phone	Available	Available
Alt Contact	Available	n/a
Alt Phone/Other	Available	Available
Fax	Available	Available
Currency	Available	Available	Only displays if Multi-Currency is enabled in QuickBooks and only for active QuickBooks currencies.
Default class	Available	Available	For Online, Invoice Class is set to this for all Invoices created for this Customer in Maxio. For QuickBooks Desktop, you can set the Class at the Invoice or Invoice Line Item level.
Sales tax code	Available	Available	Only displays if Sales Tax is enabled in QuickBooks.
Item sales tax	Available	n/a
Business Identification Number (VAT)	Available	Available	For Canadian versions, this field is called Business Number. In the UK version, this field is VAT Registration Number.
Payment method	Available	Available
Invoice print preference	Available	Available	When enabled, invoices created in Maxio will default with a "to be printed" setting in QuickBooks.
Invoice email preference	Available	Available	When enabled, Invoices created in Maxio will default with a "to be emailed" setting in QuickBooks.
Default Invoice template	Available	n/a
Default Credit Memo template	Available	n/a
Sales rep	Available	n/a	Sales Rep List names from QuickBooks. This field is distinct from the Transaction Sales Rep field.
Is Active	Available	n/a

Salesforce Information

The Salesforce integration must be enabled in your account for this section to be visible.

Field	Description
Salesforce ID	This field is populated with the unique 18-digit Salesforce database ID for the account when the customer is created through the Sales Orders function of the Salesforce integration. You can also copy and paste in the value, edit it, or remove it. Salesforce has two Account ID fields: a short (15 digits) ID and a long (18 digits) ID. If you manually add this value, be sure to use the 18-digit Account ID field. If you have trouble matching an order to the proper customer in Maxio because an account in Salesforce has been merged or deleted, nullify this field to make the customer name available in the selection list when processing an order. To null the field, delete all characters. Do not use the space bar, as spaces are considered a character.
Owner Salesforce ID	Used to store the Salesforce Account Owner with the Maxio customer record when mapped in the Salesforce Get Orders function.
Salesforce Pricebook ID	Used to store the Salesforce Pricebook ID with the Maxio customer record when mapped in the Salesforce Get Orders function.

Field

Description

Salesforce ID

This field is populated with the unique 18-digit Salesforce database ID for the account when the customer is created through the Sales Orders function of the Salesforce integration.

You can also copy and paste in the value, edit it, or remove it. Salesforce has two Account ID fields: a short (15 digits) ID and a long (18 digits) ID.
If you manually add this value, be sure to use the 18-digit Account ID field.

If you have trouble matching an order to the proper customer in Maxio because an account in Salesforce has been merged or deleted, nullify this field to make the customer name available in the selection list when processing an order.

To null the field, delete all characters.
Do not use the space bar, as spaces are considered a character.

Owner Salesforce ID

Used to store the Salesforce Account Owner with the Maxio customer record when mapped in the Salesforce Get Orders function.

Salesforce Pricebook ID

Used to store the Salesforce Pricebook ID with the Maxio customer record when mapped in the Salesforce Get Orders function.

Analytics Information

Field	Description
Parent	Select a Customer from the list to designate a parent-child relationship to be used in searching and reporting. The Maxio parent-child relationship is distinct from the similar Customer-Job/Customer-SubCustomer relationship in QuickBooks Desktop/Online. You can add a Parent Customer Number column, shown directly after Parent, to Customer List views to display it without opening each customer.
Business Type	Classify the customer as B2B (Business-to-Business), B2G (Business-to-Government), or B2C (Business-to-Consumer).
Other Analytics Fields	Code Industry Segment Subsegment Market Country City State/Province Custom Field 1 (Text) Custom Field 2 (Text) Custom Field 3 (Number) Custom Field 4 (Number) Your account can configure additional custom fields for Customers beyond these defaults. See Custom Fields Reference for how to add more.

Transaction Information

Field	Description
Default Auto-Renew	Select to have the customer's transactions auto-renew by default.
Default Renewal Opportunity Rule	Select the default Renewal Opportunity Rule to apply to transactions created for this customer.
Add Transactions Next	When checked, the Add Contract screen appears after saving the customer. After you add the contract, you can then add transactions.

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