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Help Center › Accounting › General Ledger Integrations › Rillet › Configuration

Configure the Rillet Integration

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Last updated on Sep 19, 2026

Control how Maxio exchanges data with Rillet by configuring the sync schedule, item behavior, and payment handling. These settings determine which customers, invoices, credit memos, and payments are sent or received, and how new items are created when they sync in from Rillet.

Complete this after connecting your Maxio account to Rillet. If your account isn't connected yet, follow Setup the Rillet Integration first.

Configure sync

In Maxio, go to Left Menu > Rillet, click the wrench icon (Integration Settings), then click the pencil icon (Update Settings).

SettingDescription
Sync ScheduleChoose how often Maxio automatically syncs with Rillet.
  • Manual Sync Only - Requires you to click Sync Now to run a sync. This is the default setting.
  • Nightly Sync - Runs once a night.
  • Every 4 Hours Sync - Runs every 4 hours.
  • Hourly Sync - Runs every hour.
Use Sandbox URLControls which Rillet environment Maxio syncs with.
  • Checked - Syncs with your Rillet sandbox account.
  • Unchecked - Syncs with your Rillet production account. This is the default setting.
You'll need to reconnect (re-enter your API key) for the matching sandbox or production account after changing this setting.
Automatically Generate Maxio Profiles for ItemsDetermines how new items synced in from Rillet are set up in Maxio. See Automatically Generate Maxio Profiles for Items below.
Send Invoice Sales Tax AsSelect the Maxio item that represents Sales Tax on a Rillet invoice. Only items marked as a Sales Tax type appear as options.
If left blank, invoices and credit memos that include sales tax are not sent to Rillet.
Payment AccountSelect the Rillet Chart of Accounts number linked to the bank account you want to record invoice payments against.
Required if you send payments to Rillet. If left blank, the Send Payments sync step fails.
Send Zero Amount InvoicesDetermines whether invoices whose line items all total zero are sent to Rillet.
  • Checked - All invoices are synced to Rillet (if set to sync). This is the default setting.
  • Unchecked - Only invoices with at least one line item that isn't zero amount are synced.
Sync Test Payments
  • Checked - Syncs Rillet payments made with test payment data.
  • Unchecked - This is the default setting.
Check this only while testing Maxio to Rillet payment sync.
Append Item Rillet IDDetermines whether the Rillet Item ID is appended to the Maxio item name.
  • Checked - Appends the Rillet Item ID, to distinguish multiple Maxio items with the same name. This is the default setting.
  • Unchecked - Maxio item names match Rillet product names exactly.
Send Non-Paying CustomersDetermines whether non-paying Customers (not the Paying Customer) are sent to Rillet.
  • Checked - All Customers (regardless of Paying Customer status) are synced to Rillet. This is the default setting.
  • Unchecked - Only Paying Customers are synced to Rillet.
Automatically Generate Transactions After Sync
  • Checked - Automatically runs Generate Transactions on invoice and credit memo lines after each Rillet sync.
  • Unchecked - This is the default setting. Run Generate Transactions manually.
Continue On ErrorControls what happens if a Rillet sync error occurs during a run.
  • Checked - Logs the error, skips the record, and continues through all remaining steps instead of stopping.
  • Unchecked - This is the default setting. A sync error stops the current step and prevents later steps in that run from running.
See Troubleshooting and FAQs for more on this behavior.
Auto-merge Duplicate Full Payments on Invoices
  • Checked - Merges a Rillet payment with an existing invoice payment when the amount matches and the invoice is fully unpaid. Partial payments are not merged.
  • Unchecked - This is the default setting.
Invoice Line Item Revenue Start/End DatesDetermines which dates Maxio sends for invoice line item revenue recognition.
  • Send revenue dates - Uses the transaction's start and end dates. If those aren't available, uses the invoice's start and end dates instead. This is the default setting.
  • Do not send revenue dates - Sends invoice line items without start or end dates.
Get Invoices/Credit Memos from Rillet Only After DateSkips importing invoices and credit memos from Rillet dated on or before this date.
If left blank, no date cutoff applies.
Send Invoices/Credit Memos to Rillet Only After DateSends only invoices and credit memos dated after this date to Rillet.
If left blank, no date cutoff applies.
Get Payments from Rillet Only After DateSkips importing new payments from Rillet dated on or before this date.
If left blank, no date cutoff applies.
Send Payments to Rillet Only After DateSends only payments dated after this date to Rillet.
If left blank, no date cutoff applies.

We recommend enabling Automatically Generate Transactions After Sync, Automatically Generate Maxio Profiles for Items, and Append Item Rillet ID for the best performance.

Automatically Generate Maxio Profiles for Items

A Maxio Profile groups the settings that control an item's revenue recognition, invoicing method, and recurrence.

Whether an item itself is marked recurring in Maxio depends on the Rillet product's own pricing type (fixed recurring and usage-based products sync as recurring; others don't), separately from which GL account type it maps to.

Items that already exist in Maxio before you enable this setting are unaffected. It only applies the first time a new item syncs in from Rillet.

To see the full list of sync steps and what each one does, see Sync Data Between Maxio and Rillet.

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