Maxio Invoice and Anrok Transaction Sync

Maxio synchronizes invoice, credit note, void, and refund activity with Anrok when the invoice includes Anrok tax. This keeps Anrok reporting aligned with invoice activity in Maxio.

Transaction export overview

Transaction export keeps Anrok reporting aligned with invoice activity in Maxio. By default, Maxio sends an invoice to Anrok when it's finalized. If your site has payment-confirmation-based (cash-basis) accounting enabled for Anrok — a Maxio Support-enabled capability, see Anrok Integration Overview — invoices sync to Anrok only once they're paid instead.

How Maxio identifies Anrok transactions

Maxio uses a deterministic transaction ID so related invoice, void, and refund activity can reference the same record in Anrok.

• Final invoices use this transaction ID format: maxio:<site_id>:<invoice_uid>
• Previews use a temporary ID until the invoice is finalized.
• Voids and refunds reference the original invoice transaction ID, with a suffix identifying the specific refund or void credit.

Voids and refunds

Maxio responds to downstream invoice activity with Anrok export jobs. Voiding an invoice doesn't always call Anrok's void endpoint directly:

• Voids: Maxio first attempts to void the original transaction in Anrok.
• Already-filed transactions: If Anrok rejects the void because the transaction is already frozen for filing, Maxio automatically creates a negation transaction for the voided amount instead, so the credit is still recorded even though the original transaction can no longer be removed.
• Refunds: Maxio issues a negative transaction request, referencing the original transaction ID with a suffix, so Anrok can associate the credit with the original sale.

Supported invoice activity

• Invoice issued: If the invoice includes Anrok tax, Maxio exports the invoice transaction to Anrok.
• Invoice voided: Maxio exports a void or negation, per the behavior above.
• Refund: Maxio exports a refund transaction referencing the original sale.
• Credit note: A credit note covering the full invoice is exported as a negation of the original transaction, leaving the original transaction intact. A partial credit note is exported as a partial refund instead, which recreates the original transaction with the credited portion removed.
• Errors: All responses, warnings, and errors from Anrok are logged with integration-specific tags so your team can investigate issues.

Reconciliation

Review Anrok transaction IDs, jurisdiction breakdowns, tax amounts, and Anrok's own transaction logs to reconcile Maxio invoices with Anrok.