Set Up e-Bill for Maxio Payments

Maxio Payments offers a seamless online payment experience for Customers who want to pay their Invoices, similar to other payment processors. This feature can be used with either Maxio Platform or Advanced Billing, and allows Customers to pay using either a credit card or a bank account via ACH.

Set up e-Bill in Maxio Platform

Once your Maxio Platform account is connected to an Advanced Billing site with Maxio Payments enabled, you're ready to enable e-Bill.

To connect Maxio Platform to Maxio Payments

1. Contact support@maxio.com to activate the Maxio Payments integration in your account.
2. In the Admin menu, select e-Bill Payment Provider Settings.
3. On the Payment Providers screen, select Connect to Maxio Payments.
4. Enter the Maxio Customer ID from Maxio Payments, found under Settings in the Maxio Payments Portal.

Once Maxio Payments is enabled for Maxio Platform, enable it per Customer.

To enable e-Bill for a Customer

1. Go to Customers > Customer List, and select the Customer that needs access to e-Bill, or create a new Customer.

2. If you're editing an existing Customer, select Edit from the Customer drop-down on the Customer's page.

3. Scroll down to e-Bill Preferences, and enable e-Bill by checking the e-Bill checkbox.

   

Review the other options in this section to decide whether the Customer should pay by credit card, ACH, or both, and whether to enroll in autopay. e-Bill can also be overridden on a per-Invoice basis.

Related information

To learn how to bill Customers, issue refunds, support multiple currencies, and cancel ACH or direct debit payments once e-Bill is set up, see Use e-Bill for Maxio Payments.