How to Use the Maxio Billing Portal

Create a Customer Record

To create complete customer records, you'll need to provide the right information from the Billing Portal.

1. From the left navigation panel of Maxio Core, go to Customers and click the "+" action to create a new Customer record.

2. Scroll down to the Billing Portal Management section and fill-out the given emails.
   Use a comma to separate multiple emails.

   

3. Complete filling out the Customer record and click Save.

Enable Access and Invite Customers to Use the Billing Portal

1. To enable from the Customer view, click the Billing Portal action drop-down and click Enable Access and Invite.

   

   This opens the following invite message:

   

   Check the box to send an email that includes a link to the Billing Portal, or uncheck the box to enable without sending an invitation email.

2. From the pop-up message, check the box to send an email invitation and click Enable.

   An email is automatically sent to the Email address you listed in step 2 when creating a Customer record.

   Once access is enabled, the Billing Portal drop-down includes additional actions on the Customer view:

   

   And, from the Billing Portal Management tab, the status is now "Enabled":

   

Option	Description
Enable Access and Invite via Email	Launches the Preivew and Send Invoice pop-up.
View Billing Portal Link	Renders and routes you to the Billing Portal Management page where the Customer can: Sort and select between Invoice(s) Download a copy of the Invoice as a PDF; Pay the invoice online.
Resend Invitation	Will trigger a new email invitation to the Customer for ease-of-access to billing portal. A confirmation banner will appear
Revoke Access	Will revoke the access to the billing portal for the selected customer, preventing them from any of the self-service actions available. A modal will render for confirmation.

What to set from the Invoice View

Option	Description
Preview and Send	Launches the Preivew and Send Invoice pop-up.
View Landing Page	Routes you to the Invoice landing page where the Customer can: Download a copy of the Invoice as a PDF; Pay the invoice.

1. From the Maxio Customer page, click the Invoices tab and select the invoice that will be synced to Advanced Billing.

2. From the Invoice action drop-down, select Preview and Send.

   

   The "Preview and Send Invoice" pop-up appears.

   

3. For Message, select a template from the drop-down list.

   If an error message appears in the Preview pane, contact the Maxio Customer Support team for early access to this feature.

4. Click Send.

Once the Invoice is sent, the Invoice action drop-down will include addtional options.

How to receive Payment from the Billing Portal

The invoice will then be sent from Advanced Billing and the Customer will receive and email containing a link to the Billing Portal. From this link, the Customer can pay the invoice directly from the Billing Portal.

1. From the portal, select the invoice and then click the Pay Invoice Online button located at the top left corner.
2. Either select a given Payment Profile or click Pay With Credit Card to enter the credit card information.

After the payment information is successfully submitted, the Invoice is marked as PAID.

Manage Payment Methods

The Billing Portal includes a Payment section where you can view and manage the payment methods available for your account. From this section, you can review existing payment profiles and add a new payment method without opening or paying an invoice.

To manage payment methods

1. Log in to the Billing Portal.
2. Select Payment from the header.
3. Review the payment profiles currently available for your account.
4. Select the option to add a new payment method.
5. Follow the prompts to enter and save the new payment details.

After the payment method is saved, it can be used for future payments, depending on your account and subscription settings.

How to Issue Invoices to the Billing Portal in Bulk

From the Invoice List, select/check the invoices you want to issue in bulk.

Syncing from Maxio Core

From Maxio Core, if the Invoice Status still shows "Current (Sent)" after the invoice has already been paid, simply sync with Advanced Billing to update the status to "Paid".