This page is your single, centralized hub for everything related to the Maxio Billing Portal, from setup and authentication to subscriber experience and site testing. Browse the sections below to find exactly what you need.
Get Started
These articles walk you through enabling the portal in Maxio Core and configuring features in Advanced Billing so subscribers can self-manage their accounts. here to configure and launch the Billing Portal.
| Billing Portal Overview | Understand what the Billing Portal is, why it’s valuable, and how it fits into your subscription workflow. |
| Setting up the Billing Portal | Enable and connect the portal in Maxio so it’s active and available to customers. |
| Configuring Billing Portal Features | Configure the features available to subscribers in Advanced Billing, such as cancellations, coupons, or plan changes. |
Control Access
Learn how subscribers gain access to the portal. These guides cover login options, invitation emails, and how authentication settings affect the login flow.
| Authentication | Learn about login methods: invitations, email links, management URLs, and password logins. |
| Invitations | Invite subscribers to access the portal and manage invitation settings. |
| Login Flow | Understand how login works with and without email verification, and how management links behave. |
Site Testing
Configure site-level settings in Maxio Core and validate your implementation before rolling out the Billing Portal to subscribers.
| Learn how to configure site-level defaults in Maxio Core, including email company name, invoice sync options, and required GL sync settings. | |
| Site Testing Guide | A checklist for validating your portal: test invitations, login flows, authentication methods, payment method updates, subscription changes, coupon application, and invoice presentation before going live. |
Subscriber Experience
Explore what your subscribers see when using the Billing Portal, from their interface to the actions they can perform.
| Billing Portal Overview | Understand what the Billing Portal is, why it’s valuable, and how it fits into your subscription workflow. |
| How to Use the Billing Portal | A walkthrough of the customer journey. |
| Subscriber Interface Overview | A detailed look at what subscribers see in the UI. |
| Subscription Management | How subscribers update plans, cancel, apply coupons, pause/resume, or update payment methods. |
| My Components | Managing quantity and on/off components. |
Support Resources
Access additional resources to answer common questions and resolve issues.
| Billing Portal FAQ | Review common questions, troubleshooting steps, and limitations. |
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