For the New User
New to Maxio? Start here. These articles explain what Maxio does, the objects you'll work with every day, and how billing, revenue, and reporting fit together, so the rest of the Help Center makes sense.
Check which module an article applies to
Some features work differently in Advanced Billing and Maxio Core. Every article shows Applies to under its title, so you know which module it covers. System Overview
How the pieces fit together
Getting started comes down to where to begin, and the three areas most new users work in.
Start with what you're trying to do
Pick the goal closest to yours. Each path lists articles in the order to read them.
Get oriented
Learn what Maxio does and the words it uses.
Set up billing
Learn how invoices work, then set up your first site and catalog.
Manage revenue
See how transactions create revenue and why balance matters.
Run your first reports
Find the report you need and save it to a dashboard.
Answers to common questions
The getting started questions customers ask most, and where to find the answer.
- Where should I start setting up my account?Getting Started as a User →
- I'm building an integration. Where do I start?Getting Started as a Developer →
- What's the difference between a contract and a transaction?System Overview →
- Why do I edit a transaction to change revenue?Getting Started: Managing Revenue →
- How are invoices created in Maxio Core?Getting Started: Billing →
- Which report should I use?Getting Started: Reports & Analytics →
After you're oriented
Didn't find what you need? Contact Support