Setting up the Billing Portal

The Maxio Billing Portal allows your Customers to view Invoices, manage payment methods, and make payments online. This guide walks you through the essential configuration steps required to enable and customize the Billing Portal within Maxio Core, including Sync Settings, default Invoice handling, general ledger (GL) enforcement, and automatic portal invitations. Proper setup ensures a seamless self-service experience for your Customers and alignment with your internal financial workflows.

Configuring Advanced Billing Settings in Maxio Core

1. From the Advanced Billing menu, open Sync Settings. Depending on your UI version or permissions, you may need to select Integration Settings (tools icon) and then choose Update Settings (edit icon). If these options are not visible, check your user role permissions or refer to the most recent product navigation guide.

2. Scroll to the bottom of the page and review the Email Company Name setting. This field can be left blank, but if your team uses email templates that reference the company name, entering a value ensures consistency.

   

3. Scroll to the bottom of the page and decide whether to enable Default Suppress Zero Value Invoices. When enabled, invoices with a total of $0 will not sync.
4. Scroll to the bottom of the page and review the Require GL Sync Before Issuing Invoices option. This setting enforces syncing with the general ledger before invoices can be issued. The specific workflow may vary by deployment, so confirm with your finance team whether this should be enabled.
5. If you need to configure auto-pay or automatic email delivery, consult your implementation consultant or reach out to Maxio support. In some deployments, these settings may require additional setup assistance from an implementation consultant.

6. Click Save.

   Your Advanced Billing setting change is automatically synced and an Advanced Billing Customer ID is assigned.

   

7. Click the Billing Portal Management tab and note that the Billing Portal Status may display as Disabled if portal access has not been enabled for the customer.

   In this case, the "Automatic Invitation" option was left unchecked.

   

8. Continue to review additional billing portal settings.