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Maxio Core

Browse all 49 articles in this section.

Configure Multi-Currency

Account & User Settings6 articles

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Configure Account Settings

Unique Number Prefixes

Set Close and Lock Dates for Financial Controls

HubSpot for Maxio Core4 articles

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Set Up HubSpot Integration

Syncing and Processing Sales Orders in HubSpot

Push Financial Records to HubSpot

Create Renewal Deals in HubSpot

Invoicing8 articles

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Payment Providers

Stripe for Payments

Collections & Dunning Settings

Admin Lists17 articles

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Managing the Chart of Accounts

Manage Registers

Using Multiple Registers

Cross-Platform Workflows9 articles

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Instantaneous Data Sync Between Maxio Core and Advanced Billing

Viewing Subscriptions

Editing the Advanced Billing ID

Syncing Customers and Payments

Utilities3 articles

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Back Up and Restore Your Account

Switch Organizations from Maxio Core

Migrate Legacy Data with Open Balance

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