Getting Started
New to Maxio? Get oriented with platform basics, quick start guides, and video walkthroughs before diving into billing, payments, or accounting.
Get started with Getting Started
Start with the fundamentals: learn your way around the platform in Maxio Platform Basics, follow a Quick Start Guide for your role, or browse the Video Library for a guided walkthrough. If you get stuck, Support is here to help.
Common questions in Getting Started
Write off an uncollectible invoice, or fix an earlier write-off in your current open period without reopening the closed one.
System Overview
What Maxio automates for a B2B SaaS finance team, across billing, subscriptions and revenue recognition.
Getting Started as a User
Create your first site and build out your products and components, with the resources a new user needs in order.
Getting Started: Billing
A tour of billing in Maxio Core, from managing invoices through to the more advanced billing methods.
Getting Started: Managing Revenue
See how revenue recognition schedules are generated automatically, keeping you GAAP compliant and audit-ready.
Getting Started: Reports & Analytics
See what your customer, contract, transaction, invoice and revenue data can tell you through reports.
Configure User Preferences and Default Views
Let each user set the view settings and defaults that suit the screens they work in every day.
Customize List Views
Choose columns, set sorting, apply filters and save personal views so a list shows what you actually need.
Review, Filter, and Sort Sync Issues
Narrow an integration's Sync Issues list by date, step, or message, sort it, and export only the issues you need.
Build Precise Searches Using List Filters
Narrow a list down to exactly the records you need to review, edit, export or act on.
Extend Maxio with Add-Ons
The CRMs, ERPs, payment processors, tax platforms and analytics tools Maxio connects with to automate order-to-cash.
Navigating the Maxio UI
Find your way around using the left navigation, History bar and dashboards, including setting a personal home page.
Intro to Quick Start Guides
How these guides are structured and what the summaries, prebuilt samples, and interactive tools are for.
Design Your Catalog
Pick a catalog model before you build, from the basic shape through to genuinely complicated ones.
Compare New User Signup Methods
Compare the available signup methods, subscription types and payment methods before you pick one.
Compare Subscription Management Methods
Compare the subscription management methods available before committing to one.
Configure Currencies
Add the currencies your Site sells in, then optionally set definitive prices instead of converted ones.
Design Your Integrations
Work out what your integration actually needs to do, written for people scoping it rather than coding it.
Contacting Support
Find the fastest way to reach Maxio Support, the response time your plan guarantees, and the hours each support region covers.
Support Policy
Review the contractual terms covering Maxio support and maintenance, including the Business Day definition and Premium Support obligations.
Support Holidays
The holidays Maxio Support typically observes, including the company-wide end-of-year closure.
Log in to view the help article
How to sign in to reach an article that is available only to signed-in Maxio customers.
Product Change Log
A dated, running list of every product change, newest first, for when you need the date something shipped.
November 2026 Product Release
November 2026: release details are added throughout the month as new features ship.
October 2026 Product Release
October 2026: release details are added throughout the month as new features ship.
September 2026 Product Release
September 2026: release details are added throughout the month as new features ship.
August 2026 Product Release
August 2026: a wider Tax ID country list, and Salesforce support extended to subscription auto-renewals.
July 2026 Product Release
July 2026: configurable List Reports for custom data exports, and automated discounting with price tracking.