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Last updated on Aug 26, 2026
Control how Maxio exchanges data with Rillet by configuring the sync schedule, item behavior, and payment handling. These settings determine which customers, invoices, credit memos, and payments are sent or received, and how new items are created when they sync in from Rillet.
Complete this after connecting your Maxio account to Rillet. If your account isn't connected yet, follow Setup the Rillet Integration first.
In Maxio, go to Left Menu > Rillet, click the wrench icon (Integration Settings), then click the pencil icon (Update Settings).
| Setting | Description |
|---|---|
| Sync Schedule | Choose how often Maxio automatically syncs with Rillet.
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| Use Sandbox URL | Controls which Rillet environment Maxio syncs with.
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| Automatically Generate Maxio Profiles for Items | Determines how new items synced in from Rillet are set up in Maxio. See Automatically Generate Maxio Profiles for Items below. |
| Send Invoice Sales Tax As | Select the Maxio item that represents Sales Tax on a Rillet invoice. Only items marked as a Sales Tax type appear as options. If left blank, invoices and credit memos that include sales tax are not sent to Rillet. |
| Payment Account | Select the Rillet Chart of Accounts number linked to the bank account you want to record invoice payments against. Required if you send payments to Rillet. If left blank, the Send Payments sync step fails. |
| Send Zero Amount Invoices | Determines whether invoices whose line items all total zero are sent to Rillet.
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| Sync Test Payments |
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| Append Item Rillet ID | Determines whether the Rillet Item ID is appended to the Maxio item name.
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| Send Non-Paying Customers | Determines whether non-paying Customers (not the Paying Customer) are sent to Rillet.
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| Automatically Generate Transactions After Sync |
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| Continue On Error | Controls what happens if a Rillet sync error occurs during a run.
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| Auto-merge Duplicate Full Payments on Invoices |
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| Invoice Line Item Revenue Start/End Dates | Determines which dates Maxio sends for invoice line item revenue recognition.
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| Get Invoices/Credit Memos from Rillet Only After Date | Skips importing invoices and credit memos from Rillet dated on or before this date. If left blank, no date cutoff applies. |
| Send Invoices/Credit Memos to Rillet Only After Date | Sends only invoices and credit memos dated after this date to Rillet. If left blank, no date cutoff applies. |
| Get Payments from Rillet Only After Date | Skips importing new payments from Rillet dated on or before this date. If left blank, no date cutoff applies. |
| Send Payments to Rillet Only After Date | Sends only payments dated after this date to Rillet. If left blank, no date cutoff applies. |
We recommend enabling Automatically Generate Transactions After Sync, Automatically Generate Maxio Profiles for Items, and Append Item Rillet ID for the best performance.
A Maxio Profile groups the settings that control an item's revenue recognition, invoicing method, and recurrence.
Whether an item itself is marked recurring in Maxio depends on the Rillet product's own pricing type (fixed recurring and usage-based products sync as recurring; others don't), separately from which GL account type it maps to.
Items that already exist in Maxio before you enable this setting are unaffected. It only applies the first time a new item syncs in from Rillet.
To see the full list of sync steps and what each one does, see Sync Data Between Maxio and Rillet.
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