Explore Billing Portal Topics
Last updated on Aug 30, 2026
Find everything related to the Maxio Billing Portal here, from setup and authentication to subscriber experience and site testing.
Get started
These articles walk you through enabling the portal in Maxio Core and configuring features in Advanced Billing so subscribers can self-manage their accounts.
| Article | Description |
|---|---|
| Understand the Billing Portal | Understand what the Billing Portal is, why it's valuable, and how it fits into your subscription workflow. |
| Set Up the Billing Portal | Enable and connect the portal in Maxio so it's active and available to Customers. |
| Configuring Billing Portal Options | Configure the features available to subscribers in Advanced Billing, such as cancellations, coupons, or plan changes. |
Control access
Learn how subscribers gain access to the portal. These guides cover login options, invitation emails, viewing portal URLs, and how authentication settings affect the login flow.
| Article | Description |
|---|---|
| Understand Billing Portal Authentication | Learn about login methods: invitations, email links, management URLs, and password logins. |
| Understand Billing Portal Invitations | Invite subscribers to access the portal and manage invitation settings. |
| Understand Billing Portal Login Flow | Understand how login works with and without email verification, and how management links behave. |
| View Live Pages | Open the exact URL a customer sees, to check a page, copy its link, or share it. |
| Open the Billing Portal as an Admin | Access a Customer's Billing Portal directly as a Maxio superuser, without their management link or credentials. |
Site testing
Configure site-level settings in Maxio Core and validate your implementation before rolling out the Billing Portal to subscribers.
| Article | Description |
|---|---|
| Understand Site Settings | Learn how to configure site-level defaults in Maxio Core, including email company name, invoice sync options, and required GL sync settings. |
| Test Your Site Before Going Live | A checklist for validating your portal: test invitations, login flows, authentication methods, payment method updates, subscription changes, coupon application, and invoice presentation before going live. |
Subscriber experience
Explore what your subscribers see when using the Billing Portal, from their interface to the actions they can perform.
| Article | Description |
|---|---|
| Understand the Billing Portal | Understand what the Billing Portal is, why it's valuable, and how it fits into your subscription workflow. |
| Use the Maxio Billing Portal | A walkthrough of the customer journey. |
| See the Billing Portal Screens Subscribers Use | A detailed look at what subscribers see in the UI. |
| Manage Subscriptions in the Billing Portal | How subscribers update plans, cancel, apply coupons, pause/resume, or update payment methods. |
| Manage Products in the Billing Portal | Managing quantity and on/off products. |
Support resources
Access additional resources to answer common questions and resolve issues.
| Article | Description |
|---|---|
| Billing Portal FAQ | Review common questions and limitations. |
| Fix a Subscriber's Wrong Billing Portal Email | Resolve a Billing Portal showing an outdated email address. |
Still need help?
Reach out and our support team will take it from here.