Maxio

Automatically generate invoices for self-service billing

Combine multiple invoices into consolidated statements for customers

Allow users to request custom pricing by filling out PCI-compliant forms

Create and manage discount codes and promotional offers

Generate and send electronic invoices

Charge customers based on specific events or triggers

Support for fixed recurring billing amounts

Sync product usage with billing for accurate invoicing without manual reconciliation

Charge customers based on project milestones

Handle billing in multiple currencies

Create proforma invoices for customers

Automate recurring, usage-based, and event-based invoicing with flexible renewal timing

Enable various billing adjustments and promotional tools within subscription plans

Generate and send customer account statements

Charge customers based on product usage, supporting per unit, volume-based, tiered, and stairstep pricing schemes

See outstanding A/R by filtering and sorting complete and current outstanding A/R lists

Get additional insight into risk profile of unpaid invoice population and measure A/R aging over time

Advanced tools for complex revenue recognition scenarios

Summarize invoice, revenue, deferred revenue, and drill down into detailed journal entries

Prepare audit-ready financial reports and documentation

Generate analytics information about transactions with computations on amount, MRR/ARR, quantity, and more

Report by different cohorts including start date, item, state, and more

Audit report with detailed contract and item-level revenue, invoicing, and deferred revenue waterfall information

Get valuable information about contracts by customer contract or by customer

Create unlimited custom dashboards to visualize financial data

Count customers or contracts using actual revenue or invoice records

Calculate DSO on monthly, quarterly, or annual basis to supplement financial forecasts

Manage and track deferred revenue and liabilities

Calculate deferred revenue and unbilled accrued revenue by transaction

Generate detailed reports with ability to drill down into data, including 30+ pre-built report types

Summary of cash outflows vs accrual expense reporting for GAAP/IFRS compliance

Drillable financial reporting to help chart path to profitability

Maintain multiple revenue recognition books for different reporting standards

Help with reconciliation by spotting potential variances between balances and offsetting transactions

Rundown of invoice amounts, accounts receivable, and payments received for specified time spans

Track performance obligations for revenue recognition

Track and report recognized revenue

Measure renewal rates by comparing transactions that expire in a month with those that start in same month

Predict future revenues by creating virtual future projection transactions based on actual data

Create revenue recognition rules based on ASC 606/IFRS 15 policies with premade recognition methods

View changes in deferred revenue and accounts receivable during specified time periods

Schedule revenue recognition across periods

Handle standalone selling prices and revenue carveouts

Summarize revenue or invoices by state for Sales Tax reporting

Report showing momentum with Opening, New, Lost, Expansion, Contraction, and End of period balance, including Churn, Retention, CLV, and CAC metrics

Get list of top customers by MRR, ARR, revenue, or invoices

Define and manage contract terms and conditions

Create parent/child relationships between customers for accurate mapping of customer structures

Enable and manage free trial periods for customers

Allow users to create multiple sites for each company entity with unique product catalogs and settings

Manage flexible product catalogs and configurations

Automate and manage contract renewal processes

Create subscription plans and individual contracts in minutes with flexible product catalog

Track and manage subscriptions to build stronger customer relationships