Customer Webinar Series
Getting Billing Adjustments Right in Maxio
Register for the series
Refunds, credit memos, and deposit-related payment workflows are some of the most common sources of confusion in Maxio and the easiest places to introduce reporting issues.
This three-part webinar series breaks down how these workflows actually work, where teams get stuck, and how to handle them cleanly. Join individual sessions or attend the full series to build a more complete and reliable billing process.
Refunds & Credit Memos in Maxio: Core Workflows
Thursday, April 9th | 12:00 PM ET
Refunds and credit memos are closely related, but small mistakes can create reporting and reconciliation issues. In this session, we’ll walk through how these workflows operate in Maxio and where teams commonly get stuck.
Refunds & Credit Memos in Maxio: Complex Scenarios
Thursday, April 16th | 12:00 PM ET
Once you understand the basics, edge cases are where things break. In this session, we’ll go deeper into more complex refund and credit memo scenarios and how to handle them cleanly in Maxio.
Deposits in Maxio: Apply and Reconcile with Confidence
Thursday, April 23rd | 12:00 PM ET
Deposits and payments are tightly linked, but often misunderstood. In this session, we’ll clarify how deposits work in Maxio and how they interact with payments and invoices.
In this customer webinar series, you’ll learn how to:
Process refunds and credit memos correctly and avoid downstream issues in billing and reporting.
Manage adjustments, avoid data inconsistencies, and handle scenarios that typically require manual cleanup.
Apply deposits correctly, understand their impact on reporting and reconciliation, and avoid common mistakes.