Video Library
Watch walkthroughs of Maxio's core objects, reporting, collections, and payments, or catch up on recorded webinars about revenue recognition, reporting, and product direction.
Recorded webinars show Maxio as it was on the day
Some recorded webinars date from 2022 to 2025, so some screens and features may no longer match the current product. Check the Product Change Log for what has shipped since. Product Change Log
How the pieces fit together
The library has two kinds of video: how-to series that teach a part of the product, and recorded webinars from a specific date.
Start with what you're trying to do
Pick the goal closest to yours. Each path lists articles in the order to read them.
Learn Maxio Core basics
Watch the core objects explained, then pick up time-saving tips.
Understand reporting
See how reports are built and how to read financial and analytic results.
Set up automated collections
Watch the Advanced A/R Management module, step by step.
Get started with Maxio Payments
Learn the payments portal and follow a transaction end to end.
Plan a larger project
See how other teams handle complex revenue and a NetSuite rollout.
Catch up on product direction
Watch the latest roadmap session, then check what has shipped.
Answers to common questions
The video questions customers ask most, and where to find the answer.
- Are the recorded webinars still accurate?Product Change Log →
- What changed when Chargify and SaaSOptics were renamed Advanced Billing and Maxio Core?Customer Webinar - The Future of Chargify & SaaSOptics →
- Is the Advanced A/R Management module included in my plan?Drive Down DSO and Automate Invoice Collections with the Advanced AR Management Module →
- Is Advanced Revenue included in my plan?Manage More Complex Revenue Recognition Workflows in Maxio →
- Which video should I watch first?Maxio Core Essentials →
After watching
Didn't find what you need? Contact Support