Maxio Platform Basics

How the pieces fit together

Platform basics come down to four things: finding your way around, the concepts behind every record, how the two modules fit together, and running your Advanced Billing account.

Start with what you're trying to do

Pick the goal closest to yours. Each path lists articles in the order to read them.

• Find your way around Maxio Core

  Learn the menus, then save the views and filters you use most.

  1. Navigating the Maxio UI
  2. Customize List Views
  3. Build Precise Searches Using List Filters

• Learn the vocabulary

  Look up terms in either module, or translate between them.

  1. Key Terms Across Maxio Core and Advanced Billing
  2. Glossary of Key Maxio Core Terms
  3. Glossary of Key Advanced Billing Terms

• Keep records balanced

  Find out-of-balance records and protect closed periods.

  1. How to Identify and Correct Out-of-Balance Conditions
  2. View Revenue and Invoice Totals
  3. Manage Closing and Transaction Lock Dates

• Choose how items bill and recognize revenue

  Set billing methods, recognition methods, and whether items renew.

  1. Set Up Billing Methods
  2. Choose the Right Revenue Recognition Method
  3. Set Up Recurring and Non-recurring Items

• Connect Maxio Core and Advanced Billing

  See how data flows, then connect and configure the sync.

  1. Advanced Billing Integration Overview
  2. Connect Maxio Core to Advanced Billing
  3. Configure Advanced Billing Settings

• Work with one subscription in Advanced Billing

  Find everything on the subscription summary page and its tabs.

  1. Subscription Summary Overview
  2. Understanding the Subscription Summary Page
  3. Managing Payment Methods

• Secure your Advanced Billing account

  Set access levels, password rules, and keys.

  1. Setup User Access and Permissions
  2. Configure Security Settings
  3. Change Passwords and Shared Keys

Answers to common questions

The platform questions customers ask most, and where to find the answer.

• How do I handle bad debt?How do I handle bad debt? →
• Why is my contract out of balance?How to Identify and Correct Out-of-Balance Conditions →
• What is my Maxio namespace, and where do I find it?Understanding Your Maxio Namespace →
• Does AutoPay charge a customer if the payment was applied in QuickBooks?Does AutoPay charge the Customer if a payment was applied in QuickBooks? →
• How do I resend an invoice so it autopays?How do I resend an Invoice so it autopays? →
• How do I change the credit card statement descriptor?How do I edit the credit card statement descriptor? →
• How do I export all my data?How do I export all my data? →

After you know the basics

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