Maxio by Maxmel Tech

maxio is a billing and revenue management platform for saas businesses, helping automate invoicing, payments, and analytics integrating with make com enables streamlined financial workflows and data synchronization across business tools limited documentation we currently can't provide complete documentation for maxio because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from maxio and public sources to create detailed guides about maxio maxio is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=maxio\&app slug=maxio community\&app unique id=maxio 4l12f5 app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/maxio community/ click the install button follow the on screen instructions to complete the setup maxio modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} archive a coupon archives a coupon by marking it as inactive or used, so it can no longer be redeemed archive a product archives a selected product in your system, making it inactive but keeping its information for future reference archive an offer permanently removes an offer from the system by archiving it create a coupon creates a brand new discount coupon in your system for customers to use create a customer adds a new customer to your selected system, saving their details for future use create a product adds a new product to your inventory, making it available for tracking and management create a subscription creates a new subscription using the details you provide create a subscription note adds a note to a specific user's or service's subscription, helping you keep track of important details create an invoice creates a brand new invoice in your account create an offer creates a brand new offer in your account, allowing you to easily add and manage offers within the system delete a customer permanently removes a customer and all their information from your system delete a subscription note removes a specific note from a selected subscription enable billing portal for customer lets your customer access the billing portal, where they can view and update their billing information and manage their subscriptions get coupons fetches a list of all available coupons from your account get customers fetches a complete list of all your customers get invoices fetches a complete list of all your invoices get offers fetches a list of all available offers get products fetches a list of all available products from your account get subscription notes fetches all notes associated with your subscriptions get subscriptions fetches a list of all your current subscriptions get a billing portal link generates a direct link to the billing portal for the account you choose, making it easy to manage billing details get a coupon finds and retrieves a coupon based on the search criteria you provide get a customer fetches detailed information about a customer using their unique id get a product finds and displays a specific product based on its id or other details you provide get a subscription gets detailed information about a specific subscription get a subscription note fetches the details of a specific note attached to a subscription get an invoice finds and displays the details of a specific invoice using its unique id get an offer fetches detailed information about a specific offer from the service issue an invoice creates and sends an invoice for a specific customer or sales transaction make an api call allows you to make a custom api request to a chosen service using your authorized credentials record a payment for an invoice records a payment made towards a particular invoice, helping you keep track of which invoices have been paid refund an invoice processes a refund for a customer's invoice reopen an invoice reopens an invoice that was previously marked as closed or paid, allowing you to make changes or process it again resend a billing portal invitation sends another invitation to the user, giving them access to the billing portal again revoke billing portal access removes a user's permission to access the billing portal, preventing them from viewing or managing billing information send an invoice sends an invoice directly to the recipient you choose unarchive an offer restores an offer that you had previously archived, making it active again update a coupon updates an existing coupon with your specified details in the service update a customer updates the details of an existing customer in your system, such as their name, contact information, or address update a product updates the information for a specific product in your inventory, such as its name, price, or stock level update a subscription updates an existing subscription with your specified changes or new information update a subscription note updates the note attached to a specific subscription with new information void an invoice cancels an existing invoice in your chosen system or platform, marking it as void so it’s no longer valid watch events monitor and receive notifications for new events as they happen templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} maxio resources you can have access to more resources related to this app on the following links https //maxio com https //docs maxio com/hc/en us/articles/40158123761165 getting started as a user https //developers maxio com/http/getting started/overview https //www make com/en/integrations/maxio community help us improve this documentation have experience with maxio? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=maxio\&app slug=maxio community\&app unique id=maxio 4l12f5 sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone