Maxio Invoice and Numeral Transaction Sync

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

How Maxio identifies Numeral transactions

Maxio uses deterministic transaction identifiers so related invoice, void, and refund activity can reference the same record in Numeral.

• Issued invoices use this Order ID format: <invoice_uid>
• Void and refund exports reference the original invoice Order ID when applicable.

Supported invoice activity

Maxio exports supported invoice activity when Numeral tax is present on the invoice. The supported activity depends on the invoice workflow and the type of downstream transaction.

• Invoice issued: If the invoice includes Numeral tax, Maxio exports the invoice transaction to Numeral.
• Invoice voided: If the invoice includes Numeral tax, Maxio enqueues an invoice void job. A full void can delete the original Numeral order.
• Refund success: For a refund made using "Refund and Credit," Maxio enqueues a Numeral refund export job. "Refund and Rebill" and "Refund and Do Not Credit" don't update Numeral.
• Credit notes: Credit note activity is sent to Numeral when supported by the invoice workflow.

Subscription groups

For a subscription group, each child segment invoice exports to Numeral individually. The parent summary invoice is skipped, since it would otherwise re-post the same line items under a separate transaction and create a duplicate record in Numeral.

Voids and refunds

For invoice-centric billing sites, Maxio responds to downstream invoice activity with Numeral export jobs.

• Voids and refunds are synchronized to Numeral so reports stay accurate.
• Full voids can delete the original Numeral order.
• Partially paid voids can create a Numeral refund transaction for the voided amount.
• Successful refund activity enqueues a Numeral refund export job, for the "Refund and Credit" workflow only.
• Retries are idempotent: a retried void or refund export doesn't create a duplicate record in Numeral.

Reconciliation

Review Numeral Order IDs, jurisdiction breakdowns, tax amounts, and provider-side transaction logs to reconcile Maxio invoices with Numeral.