How to Build Your Own Maxio

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

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

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 payment reminders and dunning cadences, track past-due and expected collections, reduce delinquent payments

Manage payment reminders, dunning cadences, and collection tracking

Create custom message templates for collections communications

Reduce customer churn caused by failed or delinquent payments

Comprehensive accounts receivable management tools

Manage and amortize expenses across periods

In-house payment processing solution minimizing risk with automated reconciliations and detailed reporting

Integrate with 20+ payment providers including Stripe, Braintree, and Authorize.net, or use in-house payment solution

Create quotes in minutes with pre-defined pricing logic and clauses, generate contracts, and enable auto-approvals

Deliver the right offer to the right customer at the right time

Allow customers to manage subscriptions, pay invoices, update billing information, and upgrade plans independently