Introduction to Maxio Payments

Maxio Payments integrates with the Maxio Platform and Advanced Billing, and provides tools to manage Transactions, disputes, and deposits. This twelve-part series covers each area in short videos, from the Payments interface itself through to the payment experiences your Customers see.

Video 1: Getting started with Maxio Payments

A high-level overview of how Maxio Payments connects directly with the Maxio Platform and Advanced Billing.

Video 2: Transactions and disputes

A walkthrough of the Transaction and Disputes tabs.

Video 3: Deposits and navigation tools

A walkthrough of the Deposits tab, including how to reach deposit records.

Video 4: Linked deposits navigation

How to navigate from a deposit entry to its corresponding records elsewhere in the platform.

Video 5: Settings and user preferences

How to update user settings, including the preferences that affect how data is displayed in Maxio Payments.

Video 6: Multi-currency and linked records

How Maxio Payments handles multi-currency Transactions, and how to follow linked records between Maxio Payments and Advanced Billing.

Video 7: Roundtrip: Seeing a transaction between Maxio Payments and the Maxio Platform

A Transaction's lifecycle, followed from Maxio Payments into the wider Maxio Platform.

Video 8: Roundtrip: Seeing a transaction between Maxio Payments and Advanced Billing

How Maxio Payments integrates with Advanced Billing to reflect billing activity and reconciliation.

Video 9: Sign-up payment experience

How Maxio Payments works within public sign-up pages to collect upfront payments.

Video 10: Public invoice payments

How Customers pay Invoices through public pages.

Video 11: Self-service portal

How Customers manage their own payments through a self-service portal integrated with Maxio Payments.

Video 12: eInvoice payment management

How to manage and configure electronic invoicing options for payment collection.