Product Change Log
Applies to: All Maxio modules
Last updated on Oct 16, 2026
Oct 16, 2026: [Fixed] Maxio Core Invoice Custom Fields Show as Entered on Advanced Billing Invoices
Invoice custom field labels and values sent from Maxio Core show on Advanced Billing invoices exactly as entered, rather than with special characters such as ampersands shown as HTML escape codes.
Oct 16, 2026: [Added] Run a Report as of a Chosen Date Through the API
POST /api/v1.0/reports/runs/ accepts an optional as_of_date that runs a Deferred Revenue by Transaction (month end only) or A/R Aging report as of that date, without changing the saved definition.
Oct 16, 2026: [Added] Re-run Report Action on Momentum Reports Run from a Contract or Customer
Unsaved Subscription Momentum and Advanced Subscription Momentum reports, such as those run from a Contract or Customer, show a Re-run Report link that refreshes the results in place with the same filter and date range.
Oct 16, 2026: [Added] Conditional Writes on the Customers and Contracts API
GET /api/v1.0/customers/{id}/ and /contracts/{id}/ return an ETag header. Send it as If-Match on a PUT or PATCH, and a write to a record changed since that read returns 412 precondition_failed with nothing saved.
Oct 16, 2026: [Added] Read GL Sync Status per Destination Through the API
Adds GET /api/v1.0/gl_sync/status/, returning each GL Sync destination's connection state, newest run and error, what holds a period closed, and each configuration's attempt for that period with posted totals.
Oct 16, 2026: [Fixed] Maxio Metering Stream Changes Apply to Incoming Events Right Away
Events sent right after you create, edit, or delete a Maxio Metering Stream use its current settings. A new Stream accepts events at once, a deleted Stream rejects them, and prepaid usage follows a changed subscription identifier.
Oct 16, 2026: [Fixed] False Customer-Managed AutoPay Error When Saving Advanced Billing Settings
Saving Advanced Billing settings shows no customer-managed AutoPay error when the connected Advanced Billing site has the Billing Portal or invoice-centric billing turned off, since the setting cannot apply on that site.
Oct 16, 2026: [Fixed] Ad-Hoc Invoices Accept Components without a Default Price Point
Ad-hoc Invoice API line items for a component with no default price point are created as tax-exclusive lines when they include a unit_price. Without a unit_price or price_point_id, the API returns a unit_price error.
Oct 16, 2026: [Fixed] One-Time Component Fees Not Charged Again After Subscription Repairs
Already-charged one-time quantity-based Component fees keep a zero quantity when a Subscription or Group is repaired after a processing error, so they are not billed again at renewal or on a consolidated Invoice. Past repairs are not corrected.
Oct 16, 2026: [Fixed] Public Invoice Links for Purged Subscriptions Show Invoice Not Found
Opening the public Invoice page or PDF for an Invoice whose Subscription was just purged shows the Invoice Not Found page, instead of a server error, while the Invoice is still being removed.
Oct 16, 2026: [Fixed] Maxio Sign-In Works After Your Identity Is Linked to Another Maxio Account
If your Advanced Billing sign-in was saved under an identity that was later linked into another Maxio account, signing in through Maxio moves the link to that account and signs you in instead of showing a not linked message.
Oct 16, 2026: [Changed] Segment Custom Pricing Rejected on Endpoints That Can't Save It
Subscription create and update save custom_price segments, and Subscription preview and signup proforma calls validate them. Other endpoints, such as allocations and usage, return a 422 for segments instead of ignoring them.
Oct 16, 2026: [Fixed] Inaccurate Default Price Point Note Removed from the Subscription Entitlements Tab
On sites with Entitlements turned on, a subscription's Entitlements tab shows the entitlements table, or its empty state, with no note claiming the values come from the default price point.
Oct 16, 2026: [Fixed] Price Unbilled Usage After Cancellation from the Rating Window's Position
Metered usage on a rating-interval Component that is billed after its Subscription is canceled is now priced from the rating window's cumulative position and counted in that window, instead of from the first tier.
Oct 16, 2026: [Changed] Full Avalara Property Names in eInvoicing Edit Mappings
The Avalara Property column on a mandate's Edit Mappings screen shows each property path in full, wrapping long paths at each slash, so you can read every mapping without hovering over the row.
Oct 15, 2026: [Added] Read the Current Close Dates Through the Maxio Core API
Adds GET /api/v1.0/account_settings/close_dates/, returning the closing and transaction lock dates in effect today with how each is set, and the latest closing date Maxio enforces with its Maxio, QuickBooks, and Xero sources.
Oct 15, 2026: [Added] List Expired and Expiring Autopay Cards Through the Maxio Core API
Adds GET /api/v1.0/customers/expired_autopay_cards/, listing active customers on card autopay whose card has expired or expires within two months of an optional as_of date, with a status filter.
Oct 15, 2026: [Added] Maxio Core API Endpoint for Data-Quality Issues
A read-only Maxio Core API endpoint returns 15 data-quality checks, such as out-of-balance records and invoice line item mismatches, each with a count and up to 10 sample IDs.
Oct 15, 2026: [Added] Read Close Date and Lock Date Change History Through the API
Adds GET /api/v1.0/account_settings/close_date_changes/, listing each closing date and transaction lock date change oldest first, with who made it and the old and new dates. Needs the Report User role.
Oct 15, 2026: [Added] Maxio Core API Filters for Invoices, Payments, and Customers by Advanced Billing and Maxio IDs
The Maxio Core API can filter invoices by invoice date and Advanced Billing ID, payments by Advanced Billing ID or transaction ID, and customers by Maxio ID. Invoice, payment, and contract lists accept page_size up to 100.
Oct 15, 2026: [Fixed] Rillet Sync Stops with a Reconnect Message When Rillet Rejects the API Key
When Rillet rejects the saved API key, the Rillet sync stops with a message that says Rillet didn't accept the saved key and asks you to check it in Rillet, then disconnect and reconnect, instead of reporting a network error.
Oct 15, 2026: [Fixed] Square Connections Store a Refresh Token for Access Token Renewal
When you connect Square, Advanced Billing now stores the refresh token Square returns and uses it to renew the access token before it expires, for new connections. If Square rejects a location lookup, you see only the communication error.
Oct 15, 2026: [Fixed] Restoring a Product Feature Also Restores Its Price Point Copies
Restoring or re-adding an archived Product or Component feature through the API also restores the price point copies archived with it, so new subscriptions on those price points get the entitlement. Needs entitlements enabled.
Oct 15, 2026: [Changed] Segment Endpoints Refuse Subscription Custom Price Points
The segment create, update, bulk, and delete endpoints for event-based components return a 422 error when the price point is a subscription's custom price point. Set those segments with custom_price instead. Catalog price points are unaffected.
Oct 15, 2026: [Fixed] Scheduled Renewal Item Totals Use the Subscription Currency
On a scheduled renewal for a term Subscription in a currency other than USD, item totals use that currency's symbol and number formatting, matching the unit prices, instead of a dollar sign.
Oct 15, 2026: [Fixed] VAT Number Label and Value on One Line in Standard PDFs
On invoice, credit note, and debit note PDFs that don't use a branding theme, the customer's VAT Number label and value sit on the same line instead of the value appearing above and to the right.
Oct 15, 2026: [Fixed] Export Download and Remove Links Work Again Inside the Maxio Shell
Clicking Download or Remove for an export inside the Maxio shell no longer leaves the page stuck on a loading skeleton. Download now delivers the file, and Remove now deletes the export.
Oct 15, 2026: [Added] Prepayment Application on Core-Originated Invoices
Advanced Billing can now apply a subscription's prepayment balance to an invoice that Maxio Core creates, before the card is charged, when Maxio Core asks for it. A resent create never charges the card. Maxio Core does not ask yet.
Oct 15, 2026: [Added] Invoice Previews and Estimates Now Price from the Rating Window's Cumulative Position
A metered Component on a Price Point with a rating interval now prices invoice previews, estimates, proforma invoices, MRR, and migration previews from the rating window's cumulative position, instead of from zero.
Oct 15, 2026: [Fixed] Multi-Frequency Trial End Now Matches Its Billing Period across DST
For Multi-Frequency Billing subscriptions whose site time zone differs from UTC, the trial end, next billing period, and next assessment date now match, even when the trial crosses a Daylight Saving Time change or ends in a short month.
Oct 15, 2026: [Added] Google Pay Surcharge Support
A credit-funded Google Pay card now shows a surcharge preview and disclosure at signup and on the public invoice payment page, shows a disclosure on the self-service page, and is included in the Surcharge-Impacted Customers export.
Oct 15, 2026: [Fixed] Show Feature Units on Subscription Entitlements
A Limit entitlement on a subscription's Entitlements tab now shows its feature unit, such as "1,500 calls". Both aggregated entitlements API responses also gain a unit field.
Oct 15, 2026: [Fixed] Canceling and Downgrading No Longer Blocked by a Locked-In Evergreen Renewal
A subscription with a scheduled renewal set to Evergreen that is locked in but not yet active can now be canceled, and a Component quantity decrease that issues a credit no longer fails; both were previously blocked.
Oct 15, 2026: [Fixed] Entitlement Count Shown Again on Subscription Entitlements Tab
The subscription Entitlements tab header again shows the total number of entitlements and the number of distinct sources they come from, to the left of the API Response button.
Oct 15, 2026: [Fixed] Product Price Point Updates No Longer Leave Partial Changes on a Failed Save
A product price point update that fails to save now rolls back entirely, instead of leaving its currency price changes applied and notifying connected systems of a change that did not happen.
Oct 15, 2026: [Fixed] Google Pay Surcharge Preview Refresh and SSP Wallet Error Text
Google Pay surcharge preview now refreshes after authorization on signup for Anrok- and Avalara-taxed sites, and the Self-Service Page shows a readable validation message instead of a raw error object when Google Pay tokenization fails.
Oct 15, 2026: [Added] Zero-Rated Custom Tax Rules
Custom Tax rules can now be saved with a 0% rate, which produces a native $0.00 tax line item on invoices for customers in that region instead of no tax line at all.
Oct 15, 2026: [Fixed] Null and Missing Segment Values Now Bill at Catch-All Pricing in Maxio Metering
A Meter segment value that's null or missing in an event is now priced using the catch-all segment or the product's default pricing, instead of silently billing at a specific segment price such as false.
Oct 15, 2026: [Added] AutoPay Enrollment Mode Added to the Customer API
The Customer object gained an autopay_enrollment field (disabled, manual enroll, or auto enroll) for invoice-centric billing sites, synced from Maxio Core and available through the Customers and Subscriptions APIs.
Oct 15, 2026: [Added] Mandrill Email Delivery Integration
Adds Mandrill as a second email delivery provider alongside Mailgun. You can connect your own Mandrill account, or Maxio Support can assign a managed subaccount, as an alternative to Mailgun's domain-registration setup.
Oct 14, 2026: [Fixed] QuickBooks Online Syncs No Longer Halt at Get Sales Tax Codes
When QuickBooks Online rejects the Active filter on its Tax Code query, the Get Sales Tax Codes step retries without that filter, so the sync continues through its remaining steps instead of halting.
Oct 14, 2026: [Fixed] SSP List Editor Export Menu Visible Above the Entries Table Header
When you edit an SSP List, the Download SSP Criteria/Values menu above the Entries table shows Export All Columns - Download again, instead of the column header row covering it.
Oct 14, 2026: [Fixed] CPI-Indexed Renewals No Longer Blocked by the Unpublished October 2025 CPI Value
CPI Indexed Renewal Factors using Same Month Year-Over-Year compare against September 2025 when the prior-year month is October 2025, which BLS never published, instead of blocking the renewal. The CPI Renewal Audit notes the substitution.
Oct 14, 2026: [Added] Read Resolved FX Rates Through the API
Adds GET /api/v1.0/fx_rates/ for accounts with multi-currency enabled, returning the home-currency rate for a local currency on a day or date range, and whether it came from a tenant override or the loaded rate.
Oct 14, 2026: [Fixed] Allocation Preview with a Custom Price No Longer Changes Billing
Previewing a Component allocation with a custom price no longer saves the price point, moves the Subscription onto it, or writes entitlement overrides; the preview now only returns the amount it would charge.
Oct 14, 2026: [Fixed] Keep Per-Product and Segment Prices When Splitting a Component Price Point
Choosing Create new Price Points when setting a billing interval on a Component Price Point now copies its per-product price ladders, product and segment rows, and non-primary currency prices onto every new Price Point, not only the default prices.
Oct 14, 2026: [Added] Refund Under Review Notice for Refunds Held by Maxio Payments Risk Review
When Maxio Payments holds a refund for risk review, Advanced Billing now shows a persistent Refund Under Review notice and adds entries to the invoice history tracking the hold, its release, and its outcome.
Oct 14, 2026: [Fixed] Auto-Renewing Term Subscriptions Now Activate with the Correct Price Points
Auto-renewing Term Subscriptions no longer fail to activate, or keep Components on the previous term's custom Price Points, when a billing assessment ran earlier the same day as the renewal.
Oct 14, 2026: [Added] Add Price Points While Editing a Wallet Product
The Wallet Product edit page now has an Add Price Point action that adds another price point to an existing Wallet Product, such as a new rate for new subscriptions, without recreating the product.
Oct 14, 2026: [Fixed] Register Create Page No Longer Crashes
Opening the Register create page no longer raises a server error. The page now renders normally and includes the Currency Code field, matching how it behaves on an existing Register with no Contracts.
Oct 14, 2026: [Fixed] Amount Columns Use Proportional Digits Again
Amount columns on invoice, payment, transaction, performance obligation, SSP List, and Revenue Books pages render with normal proportional-width digits again, after briefly switching to equal-width digits.
Oct 14, 2026: [Changed] Customers List Hierarchy Filter No Longer Shows a Visible Label
On sites with customer hierarchy enabled, the Nesting filter on the Customers list no longer shows a visible label, matching the unlabeled Search field beside it. Options and behavior are unchanged, and screen readers still announce it as Nesting.
Oct 14, 2026: [Fixed] SIREN/SIRET and Tax ID over 255 Characters No Longer Crash the Customer Save
Saving a Customer with a SIREN/SIRET or Company-Reg No. Tax ID over 255 characters, in the Customer form or through the API, now returns a validation error instead of a server error, and the Customer isn't saved.
Oct 14, 2026: [Fixed] QuickBooks Connect Button Now Uses Intuit's Official Widget
The QuickBooks connection button on Admin > Integrations > QuickBooks and in the QuickBooks Online setup wizard now shows Intuit's official Connect to QuickBooks widget, and the round QuickBooks mark no longer appears in the integration page header.
Oct 14, 2026: [Fixed] Subscription Balance No Longer Drops Open Invoices Past the First 500
Fixes subscriptions with more than 500 open invoices reporting a balance that left out invoices beyond that count. The corrected balance shows in the API, portal, dunning, and Subscription summary.
Oct 14, 2026: [Fixed] Refunds Report No Longer Errors When Filtering by Customer or Payment Type with a Date Range
Filtering Refunds by Customer or External Payment Type together with a Date Range, in the Transactions Report or a Customer's Transactions widget, no longer returns a server error and now returns the matching Refunds.
Oct 14, 2026: [Fixed] Show the Campfire Account ID and Link on the Chart of Accounts Page
Adds a Campfire ID column (linking to Campfire chart of accounts) and GL Account visibility to the Chart of Accounts page for Campfire-connected Accounts, sortable, with matching columns in the CSV and Google Sheets export.
Oct 14, 2026: [Changed] Edit Taxable Regions Inline on the Taxes Page
Editing a site's Taxable Regions for Managed Sales Tax now opens an inline list picker on the Taxes page instead of a pop-up window, with Select all and save-without-reload.
Oct 14, 2026: [Fixed] Overlapping Renewal Configuration Requests No Longer Both Succeed
Two overlapping requests to create a Term Subscription's Auto-Renewal or Scheduled Renewal configuration could both succeed, corrupting the Subscription. Only one request can now succeed; the other fails.
Oct 14, 2026: [Added] Return Each Report Run's As-Of Date Through the API
GET /api/v1.0/reports/runs/ and /{id}/ now include an as_of_date field: the date a Deferred Revenue by Transaction, A/R Aging, or Top Customers run's figures are as of, resolving fiscal quarter/year offsets.
Oct 14, 2026: [Added] Custom Rollover and Expiration Anchors for Prepaid Components
Adds End of Term and End of Current Billing Period as Price Point expiration options for Prepaid Usage Products, alongside the existing Days/Months interval, plus a purchase-time override of the computed expiration date.
Oct 14, 2026: [Changed] Custom Rollover and Expiration Anchors for Prepaid Components Reverted
Removed the End of Term and End of Current Billing Period Price Point expiration options for Prepaid Usage Products and the purchase-time expiration override added earlier today, reverting to Days/Months-only expiration.
Oct 14, 2026: [Fixed] Save View Menu Now Reopens on Every Click
Clicking Save View on Saved List Views pages, such as Customers, now reliably opens and closes the menu every time, instead of failing to reopen after the second click.
Oct 14, 2026: [Changed] Metering Events API Paginates with Cursors Instead of Page Numbers
The Metering events list endpoint rejects the page parameter with a 400 error and now paginates with cursor values. The Events tab now moves through events with Previous and Next only.
Oct 14, 2026: [Changed] Redesigned Number Fields in Dunning, Proforma, Invoice, and Metering Settings
Number fields in Dunning, Proforma Invoice, and Invoice Issuance settings, and in the Customers, Admin Exports, and Metering filters, now use the Design System's numeric field: no spinner arrows, thousands separators on blur, and a period decimal.
Oct 13, 2026: [Changed] SSP Used for Allocation Column and SSP Range Popout in the SSP List Editor
When SSP Ranges are enabled, adds a default SSP Used for Allocation column to Performance Obligation lists and moves SSP Range configuration into a popout dialog that summarizes the configured range.
Oct 13, 2026: [Added] Item Position Reordering on the Create Transactions Screen
Adds move-to-top/up/down controls to the Add Items dialog and a drag handle to the Transactions grid, and makes the arranged item order persist as the actual line item order on generated Invoices.
Oct 13, 2026: [Added] Download, Import, and Replace Project Templates from a CSV File
Project Templates can now be downloaded as a CSV or Google Sheet, imported from a file to create a new Template, or used to replace an existing Template's Milestones and Triggered Actions from an edited file. Requires the Editor role.
Oct 13, 2026: [Added] Customer Number on Invoice and Transaction API Customer Includes
The customer object returned by GET /api/v1.0/invoices and GET /api/v1.0/transactions with include=customer now includes the customer's number.
Oct 13, 2026: [Added] View All Notes Link for Invoice Collection Notes
Adds a View All Notes link to an invoice's Collection Notes section when it has more than one note. Opens a read-only view listing every note's full details at once, instead of opening each one individually. Requires the Editor role.
Oct 13, 2026: [Added] Add CSV and Google Sheets Export to the Payment Terms List
Adds a Download menu to the Payment Terms page with CSV and Google Sheets exports of every term, with the same columns shown on the page and the ID labeled Maxio ID. Admins only.
Oct 13, 2026: [Fixed] Create-Transactions Table Now Honors Your Chosen Column Order
The Add Transactions wizard's Create Transactions screen now displays columns in the order set in the Select Columns menu, instead of a fixed order. This does not apply to accounts using Complex Transactions.
Oct 13, 2026: [Fixed] Only Disable Seller API Keys for the Designated Billing Subscription's Cancellation
Canceling a billing subscription that shares your account's customer reference but is not its designated subscription no longer disables your API keys. Only canceling the designated subscription does, and only reactivating it re-enables them.
Oct 13, 2026: [Fixed] Keep Typed Ad Hoc Invoice Line Item Text After Losing Focus
The Line Item field in the ad hoc invoice builder no longer clears text you've typed but not yet added when the field loses focus, such as switching tabs or clicking elsewhere.
Oct 13, 2026: [Changed] Redesigned Invoices Filter Bar with Independent Date Filters
The Invoices filter bar now has quick Document ID and Customer search and a collapsible row of pill filters, and Date, Due Date, and Paid Date are independent filters you can combine instead of choosing only one.
Oct 13, 2026: [Added] Gateway Name and Handle on Public and Offer Signup Pages
Shows which gateway handles each payment method, directly on the Public Signup Page view page and in the Public and Offer Signup Page list tables. Visible only on sites with multi-gateway turned on and gateway settings set up.
Oct 13, 2026: [Fixed] Lock Pricing on the Purchase Prepaid Units Drawer's Recurring Tab
Pricing on the Purchase Prepaid Units drawer's Recurring tab is read-only again, and a pending Custom Pricing change made elsewhere can be reverted with one click instead of blocking the purchase.
Oct 13, 2026: [Fixed] Show Access Entitlements as a Read-Only Enabled Status
Attaching an Access feature to a Plan, Product, or price point in the app now always sets it to Enabled, shown as a read-only status instead of an editable toggle.
Oct 13, 2026: [Fixed] Skip Default List Price Link for Sales Order Custom Prices with an Interval
A sales order line with custom pricing and its own billing interval, differing from the component's or plan's default catalog price point, no longer fails subscription creation with an interval mismatch error.
Oct 13, 2026: [Fixed] Require a Value on Limit Rows in Default Entitlements
Clearing a Limit feature's Value in Default Entitlements now shows a Required error and blocks Save, so a blank value is no longer silently replaced by the feature's default.
Oct 13, 2026: [Added] Safe Retries for Wallet Grants, Debits, Adjustments, and Creation
A retry with the same Idempotency-Key header and request on a wallet grant, debit, adjustment, or creation call now replays the first successful response instead of applying twice. Optional; a request without the header behaves as before.
Oct 13, 2026: [Changed] Accurate Confirmation Page for Remittance Public Signup Page Signups
Remittance Public Signup Page signups with no payment taken now show a short confirmation instead of an itemized receipt, so buyers aren't told a purchase succeeded when nothing was charged.
Oct 13, 2026: [Changed] Maxio Core Only Sellers Now Classified as Paying in Advanced Billing
Maxio Core Only sellers in Advanced Billing are now treated as paying merchants, raising their user limit to 1,000 and granting custom JavaScript and CSS on signup pages without a separate grant.
Oct 13, 2026: [Changed] Maxio Core Issue Notices and Suspension Notice Now Display as Banners
Page-level issue notices in Maxio Core now show as a solid banner instead of the previous alert style, with the same text, links, order, and dismiss rules. The account-suspended notice is now a banner titled Account suspended.
Oct 13, 2026: [Changed] Email from Maxio Column Header Now Matches Select Columns Label
On the Invoice List, the Email From Maxio column header previously read e-Bill Queue. It now reads Email From Maxio, matching its Select Columns label. The column shows only for accounts with e-Bill enabled.
Oct 13, 2026: [Added] Filter Sales Orders API by Customer Identity
Adds customer_number, customer_sfdc_object_id, customer_chargify_id, customer_crm_id, and customer_cpq_id as exact-match filters on the sales orders API, so you can look up one customer's orders without paging through the account.
Oct 13, 2026: [Added] Flag Linkable Columns in the Report Run Results API
Adds a linkable flag to each column in the report run results API, so an API client can tell which cells resolve to the record or drilldown behind a figure instead of guessing and hitting 404s.
Oct 13, 2026: [Fixed] Sync Surcharge Sales Tax to GL-Synced Surcharge Invoices and Credit Memos
Surcharge Invoices and credit memos synced to QuickBooks or NetSuite now carry the sales tax Advanced Billing calculated on the surcharge, instead of reaching the GL untaxed. Surcharge Invoices created before this fix are not changed.
Oct 13, 2026: [Added] New Customer Contact Field Mappings for Salesforce Account Metadata
Salutation, Phone, Alt Phone, Fax, Contact, Alt Contact, and Account Number are now available as Get Account Metadata field mappings, so these Billing Profile fields can be set from a Salesforce Account without creating a Sales Order.
Oct 13, 2026: [Added] Add CSV and Google Sheets Export to the Transaction/ILI Not in Same Contract Alert List
Adds a Download menu with CSV and Google Sheets exports to the Transaction/Invoice Line Item Not in Same Contract alert list, covering every row across all pages.
Oct 13, 2026: [Fixed] Self-Service Message for QuickBooks Deposit-Linked-Payment Sync Faults
When a deposit fails to sync to QuickBooks because a payment on it is already linked to a different deposit there, the Issues tab now shows a message linking to the deposit's Deposit Lines list, instead of a generic QuickBooks error.
Oct 13, 2026: [Added] Customer Receivables Summary as of a Date API
Adds GET /api/v1.0/customers/{id}/receivables_summary/, returning a customer's open balance, past-due balance and count, oldest past-due date, last payment date, average days to pay, and first contract start date as of a given date, in one call.
Oct 12, 2026: [Added] New Renewal Opportunity Start Date Field Mapping for Opportunity Line Items
Adds a Renewal Opportunity: Start Date option to Salesforce Opportunity Line Item field mappings on a Renewal Opportunity rule, sending the same derived start date already available on the Opportunity object.
Oct 12, 2026: [Added] New Editable Salesforce ID Field on Transactions
You can now edit a Transaction's Salesforce ID directly on its Update Transaction screen, matching Customers, Contracts, and Invoices. Correcting it re-sends that Transaction and its Invoice Line Items on the next sync.
Oct 12, 2026: [Added] New Renewal Opportunity Duration Field Mapping for Salesforce
Adds a Renewal Opportunity: Duration option to Salesforce Opportunity Line Item field mappings on a Renewal Opportunity rule, so a mapped field carries the renewal's resolved term as a label without manual correction afterward.
Oct 12, 2026: [Fixed] Keep Non-Primary Currency Prices When Cloning Multi-Currency Sites
Cloning a multi-currency site now copies non-primary currency prices for components, including overage prices on hybrid components. A cloned price point keeps using them if its source did, not the site exchange rate.
Oct 12, 2026: [Added] Bill Metered Usage from the Rating Window's Cumulative Position
A metered component on a price point with a rating interval now prices each billed period from the position already reached in the window, so monthly invoices add up to what the full rating interval's tiers would charge for the whole window's usage.
Oct 12, 2026: [Added] New Payment Not Attempted Webhook Event
Adds a payment not attempted event, with reason no_payment_method, for when a collection attempt finds no payment method on a subscription, so you can tell that case apart from a card being declined.
Oct 12, 2026: [Fixed] Stop Duplicate Renewal Invoices on Superseded Component Price Points
Renewal processing no longer creates a billing schedule item on a component price point a subscription has explicitly moved away from. This stops repeated duplicate renewal invoices. An item already pending can still bill once.
Oct 12, 2026: [Changed] New Sites Now Provision with Maxio Metering by Default
New Advanced Billing sites provision with Maxio Metering enabled automatically, instead of a flag-gated path that otherwise fell back to the legacy metering engine.
Oct 12, 2026: [Fixed] Sum AR Management Collections Totals in the Home Currency
Sums the AR Management Collections totals and each customer's balance in the home currency on Multi-currency accounts, not raw per-currency amounts. Shows the home currency code next to the category, Total AR, and Paid amounts.
Oct 12, 2026: [Added] Accept Sales Order Processing Fields on the Sales Order API
POST /sales_orders/ now accepts the customer contact, cadence template, list price, and Advanced Billing subscription fields sales order processing reads, instead of silently dropping them.
Oct 12, 2026: [Added] Invoice Page Blocker for a Do Not Sync Register
Adds a blocker on the Invoice page when the Invoice's Register is set to not sync Invoices and Payments to the GL, naming the general ledger and the Register. Shown until the Invoice syncs, for any connected general ledger except Campfire.
Oct 12, 2026: [Fixed] Refuse Invoice Emails with a Subject That Fails to Format
An invoice email sent through the Billing Portal with a custom Subject that can't be filled in now stops the send and reports an error, instead of silently sending under the default Subject.
Oct 12, 2026: [Added] Foreign Exchange Rate on Maxio Core Invoices in Maxio MCP
The List and Retrieve Maxio Core Invoice tools in Maxio MCP now return each Invoice's foreign exchange rate, so an AI client can convert an Invoice's balance to your home currency.
Oct 12, 2026: [Changed] Disclose the Audit Trail's Acting Person by Trust Realm
A gateway-attributed change now names the acting person differently by viewer: your own team by name, a Maxio staff action as Maxio Support, and any other or unrecognized caller as Unidentified user. Staff viewers still see the real individual.
Oct 12, 2026: [Fixed] Keep a Settings-Hidden Field Selected in Advanced Billing Customer Mappings
A saved Get Customers or Send Customers mapping to a Maxio Core field hidden by an account setting, such as Enable ACH Payments, now keeps its real value instead of silently reverting to another field when you save the screen.
Oct 12, 2026: [Fixed] Fetch Prepayment Transactions by Id So Busy Sites Sync Reliably
Fixes prepayments from busy Advanced Billing Sites sometimes not syncing to Maxio Core in real time. Maxio Core now looks up each prepayment by its own ID, so the prepayment is found and synced.
Oct 12, 2026: [Changed] Show Invoice Issues in a Titled Issues Chip
Invoice detail now lists all issues in one titled chip next to the Invoice number, replacing the banner and two tax alerts. The chip is red with a blocker, amber with a warning, and blue with information only.
Oct 12, 2026: [Added] Accept Day-First and ISO 8601 Dates in CSV Imports
CSV imports now accept dd/mm/yyyy and dd/mm/yy dates, and a yyyy-mm-dd value is accepted under any selected Date Format. A mismatched date now fails with an error naming the expected format.
Oct 12, 2026: [Changed] Show Invoice Line Item, Item, and Payment Issues in a Titled Chip
Invoice Line Item, Item, and Payment detail pages now show their issues in the same titled chip used on Invoice and other pages, instead of a banner. Every issue has a short title, with the most severe first.
Oct 12, 2026: [Added] Add Name Filtering to the Customers and Projects API Endpoints
Adds name, name__icontains, and name__in query filters to the Customers and Projects API list endpoints, so you can filter results by name directly instead of fetching the full list and filtering client-side.
Oct 12, 2026: [Fixed] Show Expense Item Issues in the Detail Page's Issues Chip
The Expense Item detail page now shows a titled issues chip next to its name when it needs a Maxio Profile before syncing to your general ledger, matching the chip already on Invoice, Item, and Customer detail pages.
Oct 12, 2026: [Changed] Show Expense, Vendor, and Bill Issues in a Titled Chip
Expense, Vendor, and Bill detail now list issues in a titled chip. With QuickBooks expense sync on, a Vendor or Bill set to not sync shows a blocker, not a dismissable banner, and an out-of-balance Expense flags its mismatched Financial Summary rows.
Oct 09, 2026: [Added] Add to Claude Button for Maxio MCP Connector Setup
An Add to Claude button opens Claude's Add custom connector dialog with the connector name and Maxio MCP Server address already filled in. You confirm in Claude and sign in to Maxio.
Oct 09, 2026: [Fixed] Recalculate Sales Tax on Reissue to Billing Portal for GL-Synced Invoices
Reissuing a General Ledger-synced invoice to the Billing Portal now asks the configured Advanced Billing tax provider to recalculate sales tax, instead of always keeping the original amount, and writes the new amount back onto the invoice.
Oct 09, 2026: [Fixed] Unlock Feature Type Editing for Unused Features
The Edit Feature modal locks a feature's type only once it's attached to a Plan or Product (archived attachments count), not always, and explains why in a tooltip. An unused Limit feature can now switch to Access or Service Right and save.
Oct 09, 2026: [Changed] Accurate Help Text for Security Question (CAPTCHA) on Signup Pages
Corrects the Security Question (CAPTCHA) description on Public Signup Pages, Offer Signup Pages, and Public Page Default Settings to describe the actual invisible, score-based check, and adds a documentation link to each screen.
Oct 09, 2026: [Added] Add a SIREN/SIRET Field to the Customer Forms
Adds an optional SIREN/SIRET field to the Create and Edit Customer forms, so French customers can hold a company registration number beside their VAT number or national tax ID, instead of only through the API.
Oct 09, 2026: [Fixed] Save Blank Intacct Invoice Mappings as Empty Instead of Failing the Sync
Sage Intacct's Get Invoices sync step no longer fails when a custom read mapping sends a blank value onto Sales Tax, Sales Tax Percentage, Applied Amount, or Balance. The value now saves as empty and the invoice syncs normally.
Oct 08, 2026: [Added] New Payment Terms Merge Tags for Branding Theme Invoices
Adds Payment Terms and Payment Terms Label merge tags, plus a Has Payment Terms condition, to Branding Theme invoices. The tags show Maxio Core's payment-term wording, such as Net 30 or a day-of-month term, unlike existing due-date fields.
Oct 08, 2026: [Added] Add a Change Template Control to the Invoice Template Editor
Adds a Change Template control to the invoice Template Editor, letting you preview a Branding Theme's base templates and switch to one. Applying a template replaces the current design in the editor, and you save it with Update Template.
Oct 08, 2026: [Added] Extend Per-Line Tax Breakdown to AUD and NZD Invoices
Adds a GST Rate, GST Amount, and Gross Amount column to each line item on AUD and NZD invoices and credit/debit notes with tax, matching the existing VAT breakdown on EU and UK invoices. The controlling setting is renamed to Display Tax Line Item.
Oct 08, 2026: [Fixed] Prorate Avalara Surcharge Tax by the Invoice's Taxable Share
A card surcharge on an Avalara-connected site is now taxed based on the taxable share of the invoice's other lines, instead of always being taxed in full. A surcharge next to only non-taxable products is no longer taxed at all.
Oct 08, 2026: [Fixed] Charge the Payment Profile the Record-Payment Modal Offers
Recording a payment with a saved card the Record Payment modal or public invoice page offers now succeeds after a Subscription leaves its group, instead of failing with a generic error. An unusable profile reports that it is unavailable.
Oct 08, 2026: [Fixed] Issue and Charge Sales-Order Subscription Renewals Inline
On a co-invoicing site, a sales-order subscription's renewal invoice is now issued and charged automatically like any other renewal, instead of moving straight to a processing status with no payment attempted.
Oct 08, 2026: [Fixed] Show Entitlements in the Product Price Points Catalog Modal
The Entitlements section now appears in the price points modal opened from a product's price points link on the Product Families page, matching the product edit page, on invoice-centric billing sites with entitlements enabled.
Oct 08, 2026: [Fixed] Return Metered Debits in the Wallet Debit Response
A manual debit on a metered wallet now returns every ledger row the request wrote, including the metered debit that settles usage up to an overdue grant's expiry, instead of leaving it out of the response.
Oct 08, 2026: [Added] Tag Wallet-Ready Analysis Types in the Create Meter Form
The Create a Meter dialog's Analysis menu now tags Sum and Count as Wallet-ready, and shows a note after you pick a type confirming whether it can drive a wallet balance, when metered wallet consumption is enabled.
Oct 08, 2026: [Fixed] Load Default Entitlements in the Catalog List's Price Point Modals
A new price point added from a Plan's or component's "N Price Points" link on the catalog list now lists the owner's Default Entitlements as inherited, and the override checkbox pre-fills from them, matching the owner's edit page.
Oct 08, 2026: [Changed] Show Feature Kind Icons Wherever an Entitlement's Type Is Displayed
Entitlement type labels (Access, Limit, Service Right) now show a distinguishing icon everywhere they appear, and the subscription Entitlements tab's Type column labels and sorts rows by kind instead of value type.
Oct 08, 2026: [Fixed] Return 422 Instead of 500 for an Over-Length Feature Key, Name, or Unit
Creating or updating a Feature with a key, name, unit, or default value longer than 255 characters now returns a 422 naming the invalid field, instead of a 500 with no explanation.
Oct 08, 2026: [Fixed] Show Disabled Access Entitlements as Disabled in the New-Subscription Preview
An Access entitlement with a false value now shows Disabled, not Enabled, in the new-subscription entitlements preview. With no source products, the source shows an em dash instead of a bare "from".
Oct 08, 2026: [Fixed] Stop the Renew Page Rejecting Its Own Defaults for a Transaction with a Renewal Factor
A transaction with a renewal factor can now be renewed without changes. Renew no longer saves a calculated amount as a fixed renewal amount, and a multi-attribute renewal keeps its percentage on Renew, Edit, Clone, and Early Termination.
Oct 08, 2026: [Fixed] Show Valid SPF and DMARC Records on the Email Insights Setup Page
Setup Info under Tools > Email Insights no longer fails when a domain's SPF or DMARC record contains non-ASCII characters. Valid characters now display as they are, and invalid bytes show as a replacement character.
Oct 08, 2026: [Fixed] Clone the Price Point for Non-Propagated API Feature Changes
A feature catalog item change made through the API without propagate_to_subscriptions now lands on a clone of the price point when it has live subscribers, matching the admin UI's New subscriptions only option. Needs entitlements enabled.
Oct 08, 2026: [Fixed] Fall Back to the ACH Default Gateway for Public Invoice Bank Account Payments
Paying a public invoice with a new bank account now succeeds on a multi-gateway site where Direct Debit is enabled but has no default gateway, instead of failing with a missing gateway handle error. The ACH default gateway is used.
Oct 08, 2026: [Fixed] Rank a Seller's VAT Above an Older Company Registration
On new invoices, a seller's Tax ID on PDFs and e-Invoicing documents now uses a stored VAT number or any other identifier over a Company-Reg No., no matter which was added first or whether an identifier was deleted and re-added.
Oct 08, 2026: [Fixed] Blank Default Segment Rate in Edit Price Point
Fixes the catch-all rate row in Edit Price Point for segmented event-based components, which showed a blank rate and could overwrite the stored tiers with blank or single-bracket pricing when saved.
Oct 08, 2026: [Fixed] Apply a Synced Renewal Factor as a Multiplier, Matching Maxio Core
Applies a Renewal Factor synced from Maxio Core as a multiplier, for example 1.05 meaning a 5% increase, instead of adding it to 1. Off by default. Maxio turns it on site by site, after checking each site's factors.
Oct 08, 2026: [Fixed] Combine Search with a Payment Gateway Filter on the Subscriptions List
Searching the Subscriptions list while also filtering by Payment Gateway now returns matching results instead of a server error, across the UI, API v1, and bulk subscription actions.
Oct 08, 2026: [Fixed] Reject Feature Catalog Items with a Mismatched Price Point
POST /products/:product_id/features and POST /components/:component_id/features now return 422 when price_point_type or price_point_id doesn't match the item's owner, instead of silently creating a feature that never resolves into an entitlement.
Oct 08, 2026: [Fixed] Apply Standard Catalog Access Levels to the Feature Catalog
Team members with the permission to manage the product catalog, settings, and integrations can now create, edit, archive, and restore features and assignments. Any team member with site access can view the Features page, not only Admins and Owners.
Oct 08, 2026: [Fixed] Validate the Feature Handle Format Before Submitting
On Catalog > Features, the Create Feature modal now shows an inline error when you leave the Handle field with anything other than lowercase letters, numbers, and underscores, and keeps Create Feature disabled until you fix it.
Oct 08, 2026: [Fixed] Transaction Custom Field Columns Follow Your Column Preferences Again
Transaction custom field columns on Add Transactions, Update Transactions, and Renewal screens now follow your Set Default Columns selection instead of always appearing. On Renewal screens, fields visible on a Transaction list still show.
Oct 08, 2026: [Added] Send Invoice Payment Terms Name to Advanced Billing
Maxio Core now sends each invoice's own payment term name, such as Net 30 or a day-of-month term, to Advanced Billing as invoice metadata, so Branding Theme invoices can show the exact term instead of only a computed day count.
Oct 08, 2026: [Added] Pre-Assign a Default Branding Theme to New Customers
Adds an account-wide Default Branding Theme, pre-assigned to Customers when they're created in Maxio Core or synced in from a connected integration, so new Customers already have a theme before their first invoice.
Oct 07, 2026: [Fixed] Pause Credit Note Date Adjustment for the Transaction Lock Date
Void, Refund, and Service Credit Credit Notes no longer shift line item dates around your Transaction Lock Date; dates match the origin invoice until Maxio turns the adjustment back on for your site. Existing Credit Notes keep their dates.
Oct 07, 2026: [Fixed] Allow Termed Planless Subscriptions in a Secondary Currency
A termed Subscription with no Plan, built from Components, can now be created or given a term end date in a secondary currency on a multi-frequency site when its Components have definitive pricing, instead of always failing with an error.
Oct 07, 2026: [Fixed] Taxwire Tax-Inclusive Invoices Use the Effective Tax Rate
A tax-inclusive Taxwire charge that's only partially taxable now splits into net price and embedded tax using Taxwire's actual applied rate, not the full statutory rate. The invoice total was always correct; this fixes the split underneath it.
Oct 07, 2026: [Added] Add Posted Balance and Posted Remaining to Wallet Responses
Wallet responses now include posted_balance and a posted_remaining figure for each grant. On GET /wallets/{id} for a Metered Wallet, balance and remaining also reflect usage not yet posted, so you can tell ledger figures from spendable ones.
Oct 07, 2026: [Fixed] Delete a Subscription Whose Customer Was Already Removed
Deleting a Subscription and its Customer now succeeds even if the Customer was already removed by an earlier deletion, instead of failing with a server error. The already-removed Customer is not restored to the Site.
Oct 07, 2026: [Fixed] Remittance Dunning Issued-After Date Saves Correctly on Every Site Date Format
The Apply Dunning For Remittance Invoices Issued After date on Config > Retries & Dunning now saves correctly on every site date format, instead of reverting on sites not using MM/DD/YYYY.
Oct 07, 2026: [Fixed] Entitlements Save Reliably and Transfer to New Price Points
Entitlement saves no longer show a false failure message after the write actually landed, and creating new price points for an existing price point's subscribers now carries over that price point's own entitlements instead of dropping them.
Oct 07, 2026: [Fixed] Flag Uncalculated Taxes When a Renewal Preview's Tax Call Fails
A renewal or proforma preview that hits a tax provider outage now marks tax as uncalculated instead of silently showing zero tax, so the Subscription Summary's Next Billing row shows "(plus applicable taxes)" instead of an untaxed total.
Oct 07, 2026: [Added] Support Consolidated Invoices in the Taxwire Tax Integration
Taxwire now exports tax for consolidated invoices: each Subscription Group member segment syncs its own transaction, including voids, refunds, and Credit Notes, instead of Taxwire skipping those invoices entirely.
Oct 07, 2026: [Fixed] Tax Identifiers No Longer Removed When the Tax Origin Country Still Uses Them
Changing the Country on the Tax Origin Address no longer removes identifiers, such as a VAT ID, that the new country also accepts. An identifier is removed only when the new country doesn't use it, and restored if you switch back before saving.
Oct 07, 2026: [Fixed] Sync Advanced Billing Wallet Products to Maxio Core Items
Advanced Billing invoices for Wallet Products now sync to Maxio Core instead of stopping the whole sync. The Wallet Product becomes a recurring, Usage-revenue Item in a new Wallet Products product family.
Oct 07, 2026: [Fixed] Show a Clear Message When Stripe ACH Bank Account Verification Expires
Stripe ACH bank account verification now shows a "verification window expired" message with instructions to delete and re-add the account, instead of a message suggesting you try again.
Oct 07, 2026: [Added] Add CSV Importers for Advanced Billing Product Families and Products
Lets you bulk-create Advanced Billing product families and products, each with a default price point, from two CSV files. Off by default; contact Maxio support to turn on the Advanced Billing importers for your account.
Oct 07, 2026: [Fixed] Correct Required/Optional Labels in Sample Import Templates
Several sample import templates (Bill, Bill Line Item, Expense, Deposit Line, Payment Line, Component Allocation, Metered Usage) marked fields such as Home Amount and Payment as Required when the importer doesn't require them. They now read Optional.
Oct 07, 2026: [Fixed] Validate Subscription Backdating on Non-Invoice-Centric-Billing Sites
Importing an Advanced Billing subscription with only a Starts At date on a site that is not invoice-centric billing now fails with an actionable error instead of silently not backdating the subscription.
Oct 06, 2026: [Fixed] Delayed Product Changes Anchor to the Scheduled Billing Boundary
On multi-frequency Subscriptions, a delayed Plan change processed shortly after its scheduled renewal now starts the new Plan's billing period at that scheduled time instead of the processing time, so wallet refills tied to it stay on schedule.
Oct 06, 2026: [Fixed] Reject Term Renewals That Do Not Fit a Component's Rating Window
A term renewal is now rejected at lock-in if a metered component's rating interval doesn't evenly divide the new term, instead of locking in silently and breaking later term changes or migrations.
Oct 06, 2026: [Added] View Subscribers Link on Components in the Product Catalog
Component rows across the Product Catalog now show a View Subscribers link that opens the Subscriptions list filtered to that Component's active and pending-cancellation Subscriptions.
Oct 06, 2026: [Fixed] Save Wallet Name Edits from the Edit Configuration Dialog
Renaming a wallet from its Behavior panel's Edit action now saves to the server, so the new name survives a reload instead of silently reverting. A refused save, such as on an archived wallet, shows an inline error instead of a false success message.
Oct 06, 2026: [Fixed] Clear Stale Refills Stopped Badges After a Plan Round Trip
A Subscription that changes Plan and returns to the original Plan within the same period no longer shows a stale Refills Stopped badge on the earlier schedule next to the active one.
Oct 06, 2026: [Changed] Dedicated Create and Edit Pages for Wallet Billing Products
Replaces the Wallet Billing Product create and edit dialog with a full page supporting multiple price points, a pricing-scheme selector with brackets, tax-included pricing, a live billing preview, and an item category field.
Oct 06, 2026: [Added] Bulk-Create Custom Field Definitions from a CSV
Adds a Custom Field import type under Admin > Import > Create, letting you upload a CSV to create many custom field definitions at once instead of one at a time on the Custom Fields page. Insert-only; update and delete aren't supported.
Oct 06, 2026: [Fixed] Wallet Meter Option and Feature Edits Respect Metered Consumption Setting
Hides the Add Wallet wizard's Meter option when metered wallet consumption isn't enabled for a site, since picking it wasn't saved, and stops edits to a wallet-backed feature already paired with a meter from failing to save without the setting on.
Oct 06, 2026: [Added] Add Salesforce Opportunity ID Additional Detail to Basic Report
Adds Salesforce Opportunity ID as a selectable Additional Details column on the Basic Report, available to Salesforce-integrated accounts, showing the Transaction's linked Opportunity ID.
Oct 06, 2026: [Changed] Default Xero Send Tax Rates Step on When Line-Item Sales Tax Is Enabled
The Xero Send Tax Rates sync step now turns on by itself as soon as you enable Sales Tax by Line Item, instead of staying off until you find and enable it yourself.
Oct 06, 2026: [Changed] Out-of-Balance Contracts Now Show as a Higher-Severity Chip
The issues chip on Customer detail is now a more compact pill, and it shows red instead of amber when the Customer has out-of-balance Contracts.
Oct 06, 2026: [Added] Record the Real Maxio MCP Caller in Audit Information and Report History
A Customer, Invoice, Transaction, or Revenue Entry changed through Maxio MCP now records the real AI agent and person behind it. Customer and Transaction records show it on their Audit Information tab, and Report History in the Run By column.
Oct 05, 2026: [Changed] Redesigned Customer Detail Issue Alerts and Financial Summary Flags
Non-blocking Customer issues now show in an issues chip next to the Customer's name, and issues that explain a Financial Summary amount flag that amount with a callout. Build Transactions and Verify Transactions moved into a footer below the summary.
Oct 05, 2026: [Fixed] Allow Editing Apple Pay and Google Pay Profiles in Maxio Payments
Editing an Apple Pay or Google Pay payment profile stored in Maxio Payments, such as changing the cardholder name, now saves instead of failing, since the update no longer tries to push an unsupported change to the vault.
Oct 05, 2026: [Fixed] Stop Duplicate Invoicing at Signup for Multi-Frequency Delayed Subscriptions
A multi-frequency subscription with a delayed signup no longer bills its first period twice at signup when an advance invoice already covers it, so only one invoice charges that period.
Oct 05, 2026: [Fixed] Transactions Report Export No Longer Stalls on Deleted Subscriptions
The Transactions Report CSV export no longer gets stuck in a running state when a Credit or Payment references a Subscription that no longer exists. Affected rows export with blank Subscription-derived fields instead of stopping the export.
Oct 05, 2026: [Changed] Redesigned Coupon Restriction and Export Field Pickers
Restricting a coupon to specific products or components now opens a searchable, multi-select list instead of an always-expanded checklist, and exporting coupons gained Select All and Deselect All controls for optional fields.
Oct 05, 2026: [Fixed] Make Nullable WalletTransaction Fields Valid OpenAPI 3.0
Fixes the Wallets API's published OpenAPI schema so WalletTransaction's conversion_rate_applied and source_corrections_total are genuinely nullable, so a client generated from the spec no longer rejects valid null responses.
Oct 05, 2026: [Changed] Show Activation Date Instead of Creation Date for Subscriber Since
The Subscriber since stat now shows a Subscription's activation date instead of its creation date, so imported or backdated Subscriptions display when they actually became active rather than when the record was created.
Oct 05, 2026: [Added] Segment-Level Custom Pricing for Maxio Metering Subscriptions
Merchants can now set a custom rate for a specific usage segment on a Subscription's Custom Price Point, honored in billing and carried forward on renewal.
Oct 05, 2026: [Fixed] Setup Guide Empty State No Longer Shows Unintended Alert Styling
The Setup Guide empty state no longer inherits the Design System's info alert background and border from a CSS class name collision, and now displays as plain centered text matching the intended empty-state layout.
Oct 03, 2026: [Fixed] Correct Rillet Credit Memo Sales Tax Sync
Rillet credit memo syncs now send the correct sign for line-level sales tax, and keep the locked mapping for a credit memo's line tax instead of deleting it on every save.
Oct 02, 2026: [Added] Auto-Process Sales Orders Created via the API
Sales Orders created via the API with autoprocess set to true can now be processed into a Customer, Contract, and Transactions immediately, instead of always sitting in the queue for manual processing.
Oct 02, 2026: [Fixed] Keep a French SIRET Stored Beside a Customer's VAT Number
A Customer can now hold a French company registration number (SIREN/SIRET) and a VAT number at the same time instead of one overwriting the other, so both appear correctly on invoices and e-invoicing documents.
Oct 02, 2026: [Fixed] Activate New Maxio Login No Longer Fails on the First Click
Activating a new Maxio login now sends the password-reset email to the correct address on the first attempt, instead of failing with a generic account setup error for users without an existing Auth0 account.
Oct 02, 2026: [Changed] Group Related Fields into Sections on Custom Field and Intacct Connect Forms
The custom field update screen and the Intacct connect screen now group their fields under section headings instead of one flat list, making each screen's purpose clearer.
Oct 02, 2026: [Fixed] Advance Invoices No Longer Block Term, Usage, Allocation, or Migration Changes
Termed subscriptions with rating-interval components now correctly accept term changes, usage reports, allocations, migrations, and billing date changes after an advance invoice, instead of being wrongly rejected as not fitting the term.
Oct 02, 2026: [Fixed] Default Scheduled Renewal Term to the Product's Billing Period
A scheduled renewal's default end date now matches the product's billing period when it exceeds 12 months, instead of defaulting to 12 months and failing to save for longer-period products.
Oct 02, 2026: [Fixed] Harden Avalara ELR eInvoicing Format Mapping Fallback
Submissions that fall back to another eInvoicing format now always use that format's own saved mapping, never one borrowed from your original choice. UBL Extended formats are editable only on mandates that supply their own defaults.
Oct 02, 2026: [Changed] Split eInvoicing Mandate Mappings into Invoice and Credit Note Tabs
Splits the Avalara ELR mandate mapping editor into separate Invoices and Credit notes tabs, each showing the edited format's version and whether it is used for submission, so edits and saves apply to the right document kind.
Oct 02, 2026: [Fixed] Preserve GLN, DUNS, and LEI Tax Identifiers on Echoed Customer Updates
A customer update that echoes a stored GLN, DUNS, or LEI value back as the legacy VAT number no longer converts that identifier into a company registration number, so integrations that round-trip customer data keep the identifier unchanged.
Oct 02, 2026: [Added] Correct Overdraft Usage on Wallets without a Grant
Lets you correct wrongly recorded overdraft usage on a wallet that allows a negative balance directly against the overdraft, from the ledger's Adjust action or the API, with no grant involved.
Oct 02, 2026: [Fixed] Show an Event Message for Google Pay Payments in Invoice History
Successful and failed Google Pay payments now show a descriptive event message in an Invoice's Invoice History, matching the detail already shown for Apple Pay and other payment methods, instead of only a timestamp.
Oct 02, 2026: [Fixed] Cancel Group Members When a Primary's Delayed Cancellation Takes Effect
When a Subscription Group's primary cancels via Cancel at End of Period, every live member now cancels with it, even if the member's own period hasn't ended, so a member is never left active under a canceled primary.
Oct 02, 2026: [Fixed] Fix Full-History Invoice Line Item Exports Timing Out on Large Sites
Exporting a site's full Invoice Line Items history as CSV no longer times out or fails on sites with very large invoice volumes; large exports now complete reliably in batches.
Oct 02, 2026: [Fixed] Correct Child Element Order in Credit Note Discrepancy Response Data
Credit notes with discrepancy response data now list those fields in the order the UBL 2.1 standard requires, so DK and AE eInvoicing mandates that include this data no longer reject the submission for incorrect element order.
Oct 02, 2026: [Fixed] Correct Proration Credit for a Migration Right After Trial Conversion or Reactivation
Migrating a subscription's plan shortly after a trial conversion or a reactivation now credits the already-paid opening invoice for the current period, instead of a zero credit when that invoice was written moments before the period started.
Oct 02, 2026: [Fixed] Render the SSP Editor's Item Catalogue Once Instead of in Every Entry Row
The Standalone Selling Price list editor now loads the full Items list once per page instead of once per entry row, so lists with large item catalogs or many entries open quickly instead of growing unusably large or failing to load.
Oct 02, 2026: [Added] Bulk-Create and Update Payment Terms via File Import
Payment Terms can now be created and updated in bulk from a CSV, including QuickBooks Online, Sage Intacct, and NetSuite IDs, instead of only one at a time on the Payment Terms page. Delete import support is unchanged.
Oct 02, 2026: [Added] New Advanced Billing Payment Profiles Import
Adds a self-serve import that creates Advanced Billing payment profiles from a CSV by gateway vault token, instead of a manual migration process with no error reporting or audit trail. Off by default.
Oct 01, 2026: [Changed] Title Case Action Labels and Breadcrumb Navigation on the Wallets Tab
Subscription Wallets now use breadcrumb navigation, Title Case action labels, a two-column wallet card layout, and a remaining-units label next to the balance, matching other redesigned screens.
Oct 01, 2026: [Fixed] Faster, Correctly-Ordered Transaction and Payment List Pagination
Paginating large Transaction and Payment lists via the API no longer times out on high-volume Sites, and requests with order_by=id now return results in id order instead of silently falling back to date order.
Oct 01, 2026: [Changed] Required Custom Fields No Longer Block Update Imports
Update imports for Bills, Contracts, Customers, Expenses, Invoices, Items, Payments, Subscriptions, Transactions, Vendor Contracts, and Vendors can now leave a required custom field unmapped, keeping the record's existing value.
Oct 01, 2026: [Fixed] Correct Home-Currency Amounts on Multi-Currency Sales Order Transactions
Sales order transactions in a non-home-currency register now use the correct exchange rate for home amounts, revenue, and invoices, and conflicting currencies or registers are rejected instead of silently applied.
Oct 01, 2026: [Added] Parent Account Name Available as a Salesforce Field Mapping
The Salesforce-field dropdown in Get Account Metadata Field Mappings now offers the parent Account's name as a mappable source, so you can sync it directly instead of only its Salesforce ID.
Oct 01, 2026: [Fixed] Report Failure Reason No Longer Blank When the Underlying Error Has No Message
When a report fails because of an error with no message, such as a memory error, the failure reason now shows the error type instead of ending with an empty colon.
Oct 01, 2026: [Added] Customer QuickBooks ID Mappable on Salesforce Customer Send Financials Sync
Send Financial Records' Customer field mapping can now map a Customer's QuickBooks ID to a Salesforce field, keeping it in sync as the value changes. Not mapped by default.
Sep 30, 2026: [Added] Advanced Billing "Verified (ACH)" Field Offered on Send Customers Steps
Advanced Billing customer-sync configuration now offers the verified (ACH) field as a mapping destination on the Send Customers and Send Customer Updates steps, not just Get Customers. Not mapped by default on any step.
Sep 30, 2026: [Fixed] Show Inherited Billing/Shipping Address on Full Invoices Preview
Invoices > Full Invoices Preview now shows the Billing and Shipping address an invoice inherits from its Contract or Customer when the invoice has no address of its own, with a note showing where the address came from.
Sep 25, 2026: [Fixed] NetSuite Custom Field Mappings for Applied Amount, Balance, and Is Paid
Reverted a recent change so Get Invoices and Get Credit Memos honor custom-field mappings for Applied Amount, Balance, and Is Paid again, and so a recurring stale-payment sync issue is no longer created on every run.
Sep 25, 2026: [Added] Edit an Existing Wallet's Behavior Configuration
A subscription's wallet Behavior panel now has an Edit control for changing the wallet's name, draw-down subscription products, overflow behavior, and Auto Top-Up settings after the wallet is created.
Sep 25, 2026: [Added] Warning for Automatic Collection with No Payment Method to Charge
Warns on a subscription's Edit Payment Method page when switching to Automatic collection would leave nothing to charge, with a one-click option to assign a saved payment method, plus a new Subscriptions list filter for this state.
Sep 25, 2026: [Added] Paid Date Filter for the Invoices List and Export
Adds a Paid Date option to the Invoices page date filter and CSV export, so you can find and export invoices by the date they were paid in full, instead of only by issue date or due date.
Sep 25, 2026: [Fixed] Due Date Invoices Export No Longer Falls Back to Issue Date
Invoices CSV exports with Due Date selected now filter by due date. They previously filtered by issue date instead, without matching what was shown on screen.
Sep 24, 2026: [Fixed] Upload CSV Files and Reference Files Tables No Longer Misalign or Show Dead Space
The Upload CSV Files and Reference Files tables no longer show misaligned header and body columns or dead space on the right once the table no longer needs horizontal scrolling.
Sep 24, 2026: [Fixed] NetSuite Customer Sync No Longer Fails on Unlinked Duplicate Customers
The NetSuite customer sync now always updates the Customer already linked to the incoming record, even when an older unlinked Customer shares its code or name, instead of sometimes updating that duplicate and failing the sync.
Sep 24, 2026: [Fixed] API Error When a Customer VAT Number Is Sent as a Number
The API now accepts a customer VAT number sent as a JSON number, storing it as a string instead of returning an error on the update.
Sep 24, 2026: [Fixed] Price Point Entitlement Saves No Longer Fail or Erase Subscribers' Entitlements
Editing a Plan or Product price point's entitlements and applying the change to all existing subscriptions no longer errors out or removes the entitlement from those subscribers; the save now updates the entitlement in place.
Sep 24, 2026: [Fixed] Direct Debit Mandate Now Shows First Payment Date in Site Time Zone
On a Maxio.js public signup page with direct debit, the first payment date shown on the trial mandate now reflects the site's time zone instead of UTC, so it always matches the real trial end date.
Sep 24, 2026: [Added] Invoice Last Emailed, Last Opened, and Last Clicked Now Available for Invoicing Suite in List Builder
For Invoicing Suite accounts, List Builder's Invoice: Last Emailed, Last Opened, and Last Clicked columns are now available and include Advanced Billing email activity, no longer requiring e-Bill.
Sep 24, 2026: [Fixed] Pricing Scheme Control Rendering in the Configure Sales Price Modal
In the Configure Sales Price modal for subscription components, the pricing scheme control no longer appears squashed, including in the overage pricing for prepaid components.
Sep 24, 2026: [Fixed] Credit Card Surcharging on Consolidated Subscription Group Invoices
Credit card surcharges are now calculated and applied on every consolidated Subscription Group invoice flow: signup, mid-period changes, renewals, product migrations, payments, and refunds; several of these previously skipped the surcharge silently.
Sep 24, 2026: [Fixed] Corrected the Apply Entitlement Changes Dialog Descriptions
The Apply Entitlement Changes dialog now describes both options correctly: New subscriptions only creates a separate price point, and All subscriptions updates every subscription on the price point, including ended ones, and isn't instant.
Sep 24, 2026: [Fixed] Dashboard Revenue No Longer Times Out on Large Sites
Sites with a lot of transaction history no longer time out loading Net Payments on the Dashboard when the revenue total needs to be rebuilt. The total now rebuilds in the background and may briefly show 0 while it does.
Sep 24, 2026: [Fixed] Show Real Next Billing Date for Unpaid Subscriptions
An Unpaid Subscription's Next Billing field now shows its real upcoming date and amount instead of a blanket N/A, as long as its billing schedule hasn't stalled.
Sep 23, 2026: [Added] New Reference Files Admin Page
Adds a Reference Files page under Admin > Utilities, where admins can upload and manage supporting files of any file type that are never used as import sources.
Sep 23, 2026: [Fixed] Standalone Adyen Platform Fees Now Actually Post to the Correct GL Fee Account
The September 17 fix for this didn't take effect: Adyen gateway access fees kept posting to the Unassociated Payments Account. They now correctly post as fee lines against your configured fee account in NetSuite and QuickBooks.
Sep 23, 2026: [Fixed] Remittance Subscriptions Resync Next Billing Date After Recovery
A remittance Subscription recovering from past due now gets its Next Billing date recalculated from its billing schedule, instead of keeping the dunning retry timestamp it displayed while past due.
Sep 23, 2026: [Fixed] Data Tables No Longer Crash When Local Storage Is Blocked
Guards localStorage access in the Customers, Invoices, Transactions Report, and Product Catalog tables so they render with default column visibility instead of crashing when the browser blocks site storage, such as in Safari Private Browsing.
Sep 23, 2026: [Fixed] Multi-Part Data Exports No Longer Get Stuck Processing
Fixes a bug where a data export split into many parts could remain stuck in Processing indefinitely instead of completing, requiring a new export or a support request.
Sep 23, 2026: [Fixed] Consolidated Invoice Totals Now Reflect Updated Segment Discounts
Consolidated invoices for Subscription Groups now reflect a member Subscription's updated discount after a renewal, instead of the earlier amount. This fixes inflated totals and cases where paying in full didn't mark every segment paid.
Sep 23, 2026: [Added] Select an Already-Uploaded CSV File When Running an Import
When running any import, including Create, Update, Create and/or Update, Delete, and the additional importers, you can now select a CSV file you already uploaded instead of uploading a new one, or still upload a file inline as before.
Sep 23, 2026: [Changed] More Specific Error Messages for Failed Usage and Allocation Import Rows
When a Metered Usage or Component Allocation import row fails because Advanced Billing can't find a resource, the error message now names the subscription or component involved, or notes a product-family mismatch, instead of a generic error.
Sep 23, 2026: [Added] New Upload CSV Files Admin Page
Adds an Upload CSV Files page under Admin > Import, where admins can upload CSV files and manage previously uploaded ones: filter and sort the list, download a file, and delete files individually or in bulk.
Sep 23, 2026: [Changed] Renamed API Tab Labels and Page Headers
On the API page under Admin > API Tokens, the Core tab is now labeled Core API and the One Maxio API tab is now labeled Maxio API. The page headers now read Core API Tokens (previously API Tokens) and Maxio API Tokens (previously Maxio API Gateway).
Sep 23, 2026: [Fixed] Enterprise SSO Account Linking No Longer Requires Email Verification
Enterprise SSO users now link to their existing Maxio account automatically even when their identity provider doesn't send a verified-email claim, or sends it as false, so admins no longer need to add the claim.
Sep 23, 2026: [Changed] Create Coupon Form Redesigned; Restricted Coupons Now Disabled Until a Matching Item Is Selected
The Create Coupon form now uses Maxio's design system. On sites that allow productless Subscriptions, the subscription create form disables a coupon restricted to specific Plans or Products until a matching one is selected.
Sep 23, 2026: [Fixed] Renewed Hybrid Price Points Keep Their Secondary Pricing
A renewed hybrid-priced Component now keeps its secondary pricing scheme and brackets, so usage above the Primary Model's threshold bills at the secondary rate instead of the top primary tier.
Sep 23, 2026: [Changed] "One Maxio API" Tab Renamed to "Maxio API"
The tab for the Maxio API Gateway integration under Config > Integrations > API Keys is now labeled "Maxio API" instead of "One Maxio API." No functional change.
Sep 23, 2026: [Fixed] Subscription CSV Export Uses the Subscription's Own Currency for Recurring Price
The recurring_price column in the Subscription CSV export now reflects the subscription's own currency and scales zero-decimal currencies like JPY correctly, instead of showing zero or the site's primary-currency price.
Sep 23, 2026: [Fixed] Service Credit Memo Now Persists When Applied Through the API
A custom memo supplied when applying a Service Credit through the API now persists onto the resulting Credit Note. It was previously accepted but silently dropped.
Sep 23, 2026: [Added] Enable ACH Payments Field Mapping for Customer Sync
Adds Enable ACH Payments as a selectable Maxio Field in the Get Customers and Send Customers custom mappings for the Advanced Billing integration, so you can map your ACH indicator yourself.
Sep 22, 2026: [Fixed] AutoPay Now Requires Acceptance for Manually Enrolled Customers
Advanced Billing Customers set to Manually Enroll in AutoPay are no longer charged automatically until they explicitly accept AutoPay. Automatically Enrolled Customers are unaffected.
Sep 22, 2026: [Added] Customer-Managed AutoPay Enrollment for the Advanced Billing Portal
Adds an optional account setting so end-customers can enroll or unenroll for AutoPay themselves from the Billing Portal on the Advanced Billing path, with Maxio showing their real status on the Customer record. Off by default.
Sep 22, 2026: [Fixed] Wallet API Response Drawer Now Shows Correct Field Names
The API Response drawer on a Subscription's Wallets tab now displays and copies wallet and wallet transaction fields using the same snake_case names the Wallets API returns, instead of camelCase names that don't exist in the API.
Sep 22, 2026: [Fixed] Wallet Refills for Trial Subscriptions Now Land on the Billing Date
A wallet backing a Limit feature on a trial Subscription now funds the full trial period when provisioned and refills afterward on the Subscription's billing date, instead of continuing to refill on the date the trial started.
Sep 22, 2026: [Changed] Catalog Component and Product Creation Forms Redesigned
The Component and Product creation and edit forms in the Catalog now use Maxio's design system, with a redesigned pricing and metering layout and clearer field descriptions.
Sep 22, 2026: [Changed] Setup Guide "Need Help" Links Now Open in a New Tab
Every link in the Setup Guide's Need Help panel now opens in a new browser tab instead of replacing the guide, so your progress stays visible while you read the linked help content.
Sep 22, 2026: [Added] Block Raw Card Data on API Endpoints
Adds a site-level control that rejects raw card and bank account numbers on API endpoints for Subscriptions, payment profiles, and Subscription Groups, requiring tokenized payment data instead.
Sep 21, 2026: [Changed] Merged API Tokens and Maxio API Gateway Admin Entries
The Admin page's separate API Tokens and Maxio API Gateway entries are now one API Tokens entry with Core and One Maxio API tabs. Disabling the Core API redirects the token list to the gateway pane, with a Core tab back.
Sep 21, 2026: [Fixed] Calendar Billing Subscriptions Now Support Multi-Month Component Intervals
Components on a Calendar Billing Subscription, whether included at signup or allocated later, can now bill on any number of months, such as quarterly, instead of exactly one month. Periods still align to the Subscription's Billing Day.
Sep 21, 2026: [Fixed] Subscription Group Signups Now Check Calendar Billing Component Intervals
Subscription Group signups now run the same Calendar Billing Component check as individual signups, rejecting a Component whose Price Point bills in days. Previously the check was skipped and such a Component billed on the calendar cadence.
Sep 21, 2026: [Added] Invite Accepted Timestamp on Subscription Billing Portal Status
Adds an Invite Accepted date to the Billing Portal Status section of the Subscription page, showing when a customer accepted their Billing Portal invitation. It reads Not Accepted if they have not accepted yet, or if portal access was revoked.
Sep 21, 2026: [Fixed] Entitlements Now Resolve on Subscription Migration and Reactivation
Migrating a subscription to a new plan or price point, or reactivating a cancelled subscription, now re-resolves its entitlements so usage-limit wallet funding matches the allowance now in effect instead of carrying over a stale one.
Sep 21, 2026: [Fixed] Manual Wallet Create Now Refuses a Funding Entitlement
Creating a wallet manually with an entitlement ID now returns a 422 error instead of creating recurring funding that could conflict with a feature's wallet. Manual wallets also no longer show a Next grant row on the Wallets tab.
Sep 18, 2026: [Fixed] Multi-Part Exports No Longer Get Permanently Stuck
A multi-part export, such as a large Transactions Report export, could occasionally get stuck in a running state and never finish. Advanced Billing now counts each completed part exactly once so these exports reliably complete.
Sep 18, 2026: [Fixed] Archiving a Taxable Product with No Tax Type No Longer Blocked
You can now archive a Product that is taxable with no tax type set, a state that predates the Products catalog's tax rule. Editing or un-archiving such a Product still requires a tax type.
Sep 18, 2026: [Fixed] Manual Wallet Debits Now Capped by Live Usage
Manual debits against a metered wallet set to discard overflow are now capped by the balance remaining after usage its paired meter has already reported, instead of the last recorded balance. A failed usage read refuses the debit instead.
Sep 18, 2026: [Fixed] Prepaid Receipt Emails No Longer Fall Back to the Standard Template
Receipt emails with a PDF invoice attached now reliably send, and Prepaid Subscription receipts always use the prepaid-specific template rather than occasionally falling back to the standard receipt.
Sep 17, 2026: [Fixed] Sage Intacct Sync No Longer Halts on an Unresolvable Base Currency
A Sage Intacct sync for a multi-base-currency company configured at the Top Level, or with an inaccessible or currency-less entity, now completes instead of failing outright; the base currency is left unresolved.
Sep 17, 2026: [Added] Metered Wallet Usage Now Posted to the Ledger
When a wallet's grant depletes or expires, or its usage window closes, Advanced Billing now posts the meter usage as a ledger entry instead of only reflecting it in the displayed balance.
Sep 17, 2026: [Fixed] Fixed False Intacct Home-Currency Mismatch Warning for Multi-Base-Currency Companies
Multi-base-currency Sage Intacct companies no longer see an incorrect currency mismatch warning; Maxio now reads the base currency from the configured entity instead of a company-level field Intacct leaves blank for these companies.
Sep 17, 2026: [Changed] Wallet Details Show Origin and Accurate Stopped-Refill Reasons
A subscription's wallet Details card now names whether the wallet was provisioned from a feature or created manually, and the stopped-refill message for a feature-funded wallet no longer suggests creating a duplicate wallet.
Sep 17, 2026: [Added] New Show Attribution Toggle for Activity Events
Admins can now turn on a Show Attribution toggle on the Activity page and each subscription's Activity tab to see which user or API key initiated an event, and jump to that user or your API keys.
Sep 17, 2026: [Fixed] Public Invoice Page No Longer Errors for Decommissioned Gateways
The public invoice page, gateway settings pane, and gateway interaction log page no longer error out when a payment profile or site references a removed gateway; they now show the gateway's name instead.
Sep 17, 2026: [Changed] Searchable Product/Plan Selector for Email Settings
Email settings that send to only certain products or Plans now use a searchable, multi-select list grouped by Active and Archived, replacing a long checkbox list, across Signup, Receipt, Cancellation, and other email settings pages.
Sep 17, 2026: [Added] Automatic Wallet Provisioning from Wallet-Backed Limit Features
A subscription that gains a wallet-backed usage limit is now provisioned a funded, self-refilling wallet with no API call needed. Removing the feature stops funding without touching the balance; adding it back resumes on the same wallet.
Sep 17, 2026: [Fixed] Billing Address Fields Restored on Legacy Self-Service Pages
Billing address fields had disappeared from the legacy Self-Service Page's payment update form for subscribers with a wallet-eligible payment method, preventing them from updating their payment profile. These fields display again.
Sep 17, 2026: [Fixed] Skip reCAPTCHA Challenge Setting Now Covers Maxio-Hosted Pages
The Skip reCAPTCHA challenge setting for test-mode sites now also bypasses reCAPTCHA on Maxio-hosted pages authenticated with your site's internal key, such as the Billing Portal, Public Signup Pages, and public invoice pages.
Sep 17, 2026: [Added] Wallet-Backed Features and Grant Expiration in Catalog Features
Catalog > Features now lets you back a Limit feature with a wallet and set a grant-expiration policy — never, after a set number of days or months, or when the next refill arrives — directly in the UI instead of only through the API.
Sep 17, 2026: [Fixed] Correct Definitive Pricing Validation for Multi-Tier Component Price Points in Offers
Creating a termed offer that includes a volume, tiered, or stairstep component price point no longer fails with an incorrect definitive-pricing error when every tier is fully priced for the site's currencies.
Sep 17, 2026: [Fixed] Retain Group Service Credits When Removing a Segment from a Consolidated Invoice
Removing a Subscription's segment from a consolidated invoice no longer strips its share of a group service credit; the credit stays on the parent invoice, trimmed to what it can absorb, so due amounts no longer inflate incorrectly.
Sep 17, 2026: [Fixed] Resuming a Multi-Frequency Subscription No Longer Drops Component Billing
Resuming a canceled multi-frequency subscription now restores billing for every allocated component, including ones using the component's default price point, instead of silently dropping some from future invoices and renewals.
Sep 17, 2026: [Fixed] Accurate Renewal Estimate and Proforma Preview for Auto-Renewal Term Subscriptions
The Upcoming Renewal Notice, renewals preview, and term-renewal Proforma Invoice for Term Subscriptions with a pending Maxio Core Auto-Renewal configuration now report the actual upcoming renewal amount and line pricing before lock-in.
Sep 17, 2026: [Fixed] Avalara No Longer Posts Documents for Zero-Amount Prepaid Charges
Zero-amount and fully discounted prepaid charges on settled statements no longer create tax documents in your connected Avalara account, matching how zero-amount invoices are already handled.
Sep 17, 2026: [Fixed] Product Billing Date Change Rebuilds the Schedule When the Date Matches a Component Assessment
A Product billing date change on a multi-frequency Subscription now rebuilds the billing schedule when the new date matches a Component's scheduled assessment date — previously that case skipped the rebuild, so renewals could miss the Product charge.
Sep 17, 2026: [Fixed] Stale Total Net Payments on High-Volume Sites
On high-volume sites, Total Net Payments and other revenue totals could stay outdated for hours or days while new payments kept arriving during recalculation. Revenue totals now recompute reliably in the background.
Sep 17, 2026: [Added] New Project PO Number Field Mapping for Salesforce, HubSpot, and Pipedrive
Adds a Project PO Number field to the Get Sales Orders field mappings in Salesforce, HubSpot, and Pipedrive, so a mapped CRM field or fixed value can set the Project's Purchase Order Number, which its invoices inherit unless they already have one.
Sep 17, 2026: [Fixed] Standalone Adyen Platform Fees Now Post to the Correct GL Fee Account
Standalone Adyen platform fee lines, such as monthly gateway access fees, now sync to NetSuite and QuickBooks as fee lines against your configured fee account instead of unassociated deposits against your Unassociated Payments Account.
Sep 16, 2026: [Changed] Maxio Platform Emails Now Include Maxio Branding
Emails Maxio Core sends through a connected Advanced Billing site, such as scheduled report results and report-run notifications, now include the Maxio logo, a styled content card, and a footer naming the site.
Sep 16, 2026: [Fixed] More Detailed Advanced Billing OAuth Connection Error Message
When connecting Maxio Core to Advanced Billing fails after the OAuth exchange succeeds, the error message now includes the specific Advanced Billing error detail instead of only a generic message.
Sep 15, 2026: [Fixed] Xero Item Sync No Longer Halts on Missing GL Account
A Xero Item missing a GL Account no longer halts the entire sync. The Item imports without an Account and shows a warning to assign one in Xero and re-sync; everything else in that run completes normally.
Sep 15, 2026: [Added] New Round Function for SSP and Carve Out Formulas
SSP and carve out formulas can now use Round(value, decimals) to round an intermediate calculation to a set number of decimal places, which formulas previously had no way to do.
Sep 15, 2026: [Fixed] Report and Export Result Emails Now Have Clearer Subjects and Formatting
Scheduled report, report-run, and export-completion emails now name the report and its outcome in the subject line, and share a formatted body with clearly labeled "View report" and export links, replacing the scheduled report email's run-on layout.
Sep 15, 2026: [Fixed] Correct Seller SIREN in French E-Invoicing Documents
Advanced Billing now emits the correct 9-digit SIREN in French e-invoices sent through Avalara ELR, so submissions under the FR-B2B-EINVOICE mandate pass required tax authority validation instead of being rejected.
Sep 15, 2026: [Fixed] NemHandel UBL Element Ordering for Danish e-Invoices
NemHandel invoices and credit notes now emit UBL header and body elements in the schema-required sequence expected by the Danish e-invoicing network.
Sep 15, 2026: [Fixed] Stop Emitting Company Registration Numbers as Buyer VAT on France E-Invoices
France e-invoicing documents no longer show a customer's company registration number, such as a SIREN, as their VAT registration when no genuine VAT number is on file.
Sep 15, 2026: [Fixed] Open Invoices No Longer Rejected by the Nemhandel eInvoicing Network
Invoices with nothing paid or credited now omit the optional Prepaid Amount fields when submitted for eInvoicing, instead of sending them as zero, which the Nemhandel network rejected outright.
Sep 15, 2026: [Fixed] Preserve Coupon Discounts on Metered Line Items during Invoice Reconsolidation
Consolidated invoices for Subscription Groups now keep the full coupon discount when a member's metered usage is added in a later billing pass, instead of reverting to the earlier, undiscounted amount and overcharging the customer.
Sep 15, 2026: [Fixed] Apple Pay Checkout with Braintree on Public Signup Pages
Apple Pay now completes checkout on Public Signup Pages for sites using the Braintree gateway, including those with the newer client-side payment script capability enabled, instead of failing silently.
Sep 15, 2026: [Changed] Clearer Customer Hierarchy Button Labels and Confirmations
Renamed several Customer Hierarchy buttons and headings in Customers to consistent, clearer wording, and rewrote the parent/child removal confirmations to spell out that the account's own child accounts leave the hierarchy too.
Sep 15, 2026: [Added] Promise to Pay Date Now Available on the Invoice API
GET requests for invoices now include a read-only promise_to_pay_date field, so integrations can see when a customer has promised to pay without checking the UI.
Sep 15, 2026: [Fixed] QuickBooks Invoice Number Logo Now Reflects Actual Sync Status
The invoice detail page's QuickBooks Invoice Number no longer shows the QuickBooks logo until the invoice has actually synced, so the logo can no longer be mistaken for confirmation of a sync that hasn't happened yet.
Sep 15, 2026: [Changed] Accessibility and Spacing Polish in the GL Sync Panel
Improved color contrast, added visible focus outlines, and enlarged small click targets in the GL Sync drawer, preview, and history modals, and on the report's period status badges and journal entry links, with spacing now consistent throughout.
Sep 15, 2026: [Fixed] List Exports Now Match the List's Current Sort and Display Labels
CSV and Google Sheets exports now return rows in the list's on-screen sort order instead of the table's default order. Exports from the Items, Payment Lines, and Maxio Data Issues lists also show display labels instead of raw stored values.
Sep 15, 2026: [Added] Self-Service Clear All CRM IDs Action for HubSpot
Administrators can now clear stored HubSpot CRM IDs for Customers and Deal/Deal Line Items directly from the Send Financial Records tab, without contacting Maxio Support.
Sep 15, 2026: [Fixed] Import Results Now Report Partially Succeeded Instead of a Misleading Failed
An import that created records but also had failures, or a background import that crashed after creating records, now shows as Partially Succeeded instead of an outright Failed, with the row summary shown whenever it is available.
Sep 14, 2026: [Added] Google Pay Payment Method Support in the Billing Portal
Subscribers can now add or update a Google Pay payment method for their Subscription in the Billing Portal, alongside the existing Apple Pay option, when the site has Google Pay enabled and routed to the Maxio Payments gateway.
Sep 14, 2026: [Added] New Renewal Opportunity Start Date Field Mapping for Salesforce
Adds a Renewal Opportunity: Start Date option for Salesforce Opportunity field mappings on a Renewal Opportunity rule, so the mapped value always matches the renewal start date used in Opportunity Name and Description templates.
Sep 14, 2026: [Fixed] Deletion Records Now Persist After Salesforce Delete Sync
Deletions synced through Salesforce Send Financial Records with Delete enabled now stay available from the deleted-records API instead of disappearing after the next sync.
Sep 14, 2026: [Fixed] Apple Pay with Braintree Works Again on Public Signup Pages
Apple Pay checkout via the Braintree gateway on Public Signup Pages works again after browser support detection was corrected; customers using Safari on a compatible device can complete signup instead of seeing an unsupported-browser message.
Sep 14, 2026: [Fixed] Component Price Points Now Reject Intervals without Multi-Frequency
Creating, updating, bulk-creating, or cloning a component price point with a billing interval on a site without multi-frequency enabled now returns an error instead of silently saving a price point that never appears in the product catalog.
Sep 14, 2026: [Added] Invoice Line Item Column Selector on the Invoice Detail Page
Adds a Columns selector to the Invoice Line Items table on the Invoice detail page, so you can show, hide, and reorder its columns to match your workflow without leaving the page.
Sep 14, 2026: [Changed] Redesigned Merge Payments Dialog Shows Payment Status and Source
The Merge Payments dialog on an invoice now shows each duplicate payment's status and source and lets you select one with a single Merge Payments action, replacing the previous per-row Merge button.
Sep 14, 2026: [Fixed] Chart Output on the Finance Summary Report No Longer Shows an Extra Table
Selecting a chart Output Format on the Finance Summary Report now shows only the chart, not the chart plus the full computations table. Charts also now render when the report is added to a Dashboard V2 region.
Sep 14, 2026: [Fixed] NetSuite Deposit Cashback Mapping Now Applies to Deposit Other Lines
NetSuite Send Deposits now applies your configured Department, Class, or Location mapping to Deposit Other lines, not just Deposit Cashback lines, so deposits with unassociated funds aren't rejected for a missing value.
Sep 14, 2026: [Added] Revenue Book Selection in the Contract Summary Report
Adds a Revenue Book dropdown to the Contract Summary report, letting you source its revenue figures from a specific Revenue Book instead of always using each Contract's Main Revenue Book. Only appears with Advanced Revenue enabled.
Sep 14, 2026: [Added] Reports API Now Returns Row-Level Results as JSON
The Reports API's report-run endpoint gains a results action returning a run's rows and columns as paginated JSON, plus a retain action to keep results past the standard purge window via the API.
Sep 14, 2026: [Added] Invoice Custom Fields as Invoice Email Placeholders
Invoice-level custom fields flagged Available on e-Bills can now be inserted as placeholders in invoice email messages in the Message Library, alongside customer custom fields, and are replaced with the invoice value when the email is sent.
Sep 14, 2026: [Changed] Advanced Expense Summary Journal Entries Now Align with Advanced Revenue Summary
The Advanced Expense Summary report's Consolidated and Expense Journal Entries sections now indent Cr rows and align columns the same way the Advanced Revenue Summary report does, so both reports' tables read consistently.
Sep 14, 2026: [Changed] Count Report Moves to the Redesigned Report Viewer
The Count report now runs on Maxio's newer report viewer, adding a chart view, clickable customer links, and Unified CSV export, with minor layout changes to Item Group sections and detail exports.
Sep 12, 2026: [Fixed] e-Bill Payments No Longer Get Stuck Marked Unapplied
Fixes an issue where a successful e-Bill payment could permanently show as Unapplied against its invoice if the payment's underlying invoice link couldn't be resolved right away.
Sep 11, 2026: [Changed] Metered Wallet Balances Now Reflect Reported Meter Usage
GET /wallets/{id} now shows a metered wallet's balance reduced by usage its paired meter has reported since the wallet was created, instead of only the last recorded ledger balance.
Sep 11, 2026: [Changed] Sortable % Project Revenue/Invoicing Scheduled Columns
Adds sorting to the % Project Revenue Scheduled and % Project Invoicing Scheduled columns on the Project list, so you can order Projects by either percentage the same way as every other column in the list.
Sep 11, 2026: [Fixed] Show Server Error Messages When Data Tables Fail to Load
Failed loads in Transactions Report, Customers, Product Catalog, and Feature Catalog lists now show the specific reason from the server instead of a generic technical error, making failures easier to diagnose and fix.
Sep 11, 2026: [Fixed] Setup Fee No Longer Lost When Voiding an Advance Invoice
Voiding an Advance Invoice for a multi-frequency subscription with a trial and setup fee no longer drops the fee from future billing; it now bills correctly once the trial ends.
Sep 10, 2026: [Added] New Project Templates Endpoint and Contract Filter in the Maxio Core API
The Maxio Core API now exposes a read-only Project Templates endpoint and lets you filter the Projects endpoint by Contract, making it easier for integrations to look up templates and narrow Project queries without paging through unrelated records.
Sep 10, 2026: [Fixed] Cloned Invoice Number Now Links to the New Invoice
After cloning an invoice, the success message links directly to the new invoice instead of showing its number as plain text, so you can jump straight to it.
Sep 09, 2026: [Changed] Table Empty States Now Distinguish No Data from No Matching Filters
Customers, Invoices, and catalog list tables now show separate messages for an empty table versus filters that match nothing, and the Invoices Type filter no longer counts as active when its default view is selected.
Sep 09, 2026: [Fixed] Auto-Convert Semicolon-Delimited Emails to Commas during Import
Import forms for Customers, Contracts, Vendors, and QuickBooks profiles now convert semicolon-separated email addresses to commas automatically, fixing a case where multi-address values imported without error but were mishandled afterward.
Sep 09, 2026: [Added] Contract Number Uniqueness Help and Duplicate Detection in the Contract Importer
The Contract importer's mapping page now shows a tooltip explaining that Contract Number must be unique account-wide, and rejects a duplicate Contract Number within the file, naming the value and the line it first appeared on.
Sep 08, 2026: [Added] List Advanced Billing Transactions Tool in Maxio MCP
Maxio MCP can now list an Advanced Billing Customer's or Subscription's transactions, filterable by kind and date range, with each transaction's amount, currency, and the exchange rate applied when it was created.
Sep 07, 2026: [Added] Update Maxio Core Transactions Through Maxio MCP
Maxio MCP can now update an existing Maxio Core Transaction's dates, amounts, quantity, order details, and notes. You review the changes and confirm before they save, and can regenerate revenue entries.
Aug 27, 2026: [Added] New Prepayment Balance Column in Subscriptions List
Adds an optional, sortable Prepayment Balance column to the Subscriptions list view, so you can review prepayment balances across many Subscriptions at once without opening each one. Off by default.
Aug 25, 2026: [Added] Search Filter for Contract Form Country/State Dropdowns
The Country and State/Province drop-downs in a Contract's Addresses section now include a search box, so you can type to filter the list instead of scrolling it, matching the Customer and Invoice forms.
Aug 20, 2026: [Added] Expand Tax ID Country List for South Africa, Albania, Algeria, India, and Switzerland
South Africa, Albania, Algeria, India, and Switzerland now appear in the Tax ID: Country drop-down on a Customer record, so customers in those regions no longer need a custom-field workaround to store a tax identifier.
Aug 18, 2026: [Changed] Advance Invoices Now Allowed for Past Due and Unpaid Subscriptions
Advance invoices can now be generated for subscriptions in the Past Due and Unpaid states, which previously blocked generation entirely.
Aug 10, 2026: [Added] Expand Salesforce Support for Subscription Auto-Renewals
Salesforce users can now view, configure, and report on subscription auto-renewal settings, including renewal factors and term configurations, inside the Salesforce Managed Package rather than switching to Maxio.
Aug 10, 2026: [Changed] Segment Rates Now Set Directly in the New Price Point Modal
For components with a segmented meter, the New Price Point modal now shows a per-unit rate field for each segment directly in the create form, instead of revealing segment rates only after a flat-rate price point was saved.
Aug 09, 2026: [Added] Every 15 Minutes Sync Schedule for HubSpot, Salesforce, and Pipedrive Sales Orders and Financial Records
An Every 15 Minutes cadence is now available for the HubSpot, Salesforce, and Pipedrive integrations on the Get Sales Orders and Send Financial Records steps. Metadata, API-token, and renewal steps are unchanged.
Aug 04, 2026: [Fixed] Segmented Meter Fields on Invoices Now Show Accurate Per-Segment Totals and Event Counts
The Additional Usage Detail section on invoices and proforma previews now lists one row per segment with a real event count, instead of a single "Segments:" row carrying the grand total and an event count of zero.
Aug 03, 2026: [Changed] See Your Next Scheduled Renewal Date during Past Due Dunning
The subscription summary page now keeps the Next Billing Date row visible during Past Due dunning, alongside Next Retry At, instead of hiding it once a subscription goes past due.
Jul 28, 2026: [Added] View Interchange and Scheme Fee Detail for Transactions in Maxio Payments
Jul 28, 2026: [Changed] Remove Dead Code for Unreachable Datetime and Metric Source Field Types in Metering Event Generator
Jul 16, 2026: [Added] Set Conditional Rules for Revenue Reallocation in Advanced Revenue
Jul 16, 2026: [Added] Identify Buyers Impacted by Your Surcharge Settings
Jul 15, 2026: [Added] Sync Advanced Revenue Summary Journal Entries to Sage Intacct
Jul 10, 2026: [Added] Automated Discounting with List and Sales Price Tracking
Jul 09, 2026: [Added] Add Coupon Type Column and Filter (Percentage / Flat Amount)
Jul 08, 2026: [Fixed] Access Right Entitlement Preview Now Matches Product Default Configuration
Jul 03, 2026: [Added] Surcharging: Customer-Level Surcharging Controls
Jul 02, 2026: [Added] Allow prepaid components on future-dated (delayed signup) subscriptions
Jul 01, 2026: [Added] Configurable List Report Builder for Base-Object Exports
Jun 30, 2026: [Added] Add Invoice Role column and filter to Advanced Billing invoice lists
Jun 30, 2026: [Changed] Redesign Product Families Page Layout
Jun 29, 2026: [Changed] Combine Dashboard Restyling and Customizable Widget Panel
Jun 29, 2026: [Added] Sync Maxio Customer Number to HubSpot
Jun 29, 2026: [Added] Add Payment + Payment Lines to Send Financials Config + Sync
Jun 29, 2026: [Added] Sync Advanced Revenue Summary Revenue Recognition Journal Entries to NetSuite
Jun 29, 2026: [Added] MAXPG - Fee Transparency
Jun 29, 2026: [Added] Create Configurable Empty Table State Component for New Catalog Pages
Jun 24, 2026: [Added] Add Component Filter to Invoices
Jun 24, 2026: [Added] Maxio Core: Store Discount Information from BPPs
Jun 24, 2026: [Added] Maxio Payments - Payment Volume Dashboard (New Homepage)
Jun 24, 2026: [Changed] Prefer Advanced Billing document numbers in Maxio Core sync issue messages
Jun 24, 2026: [Added] Advanced Billing - Allow multiple Maxio Payments gateways for multi-currency support
Jun 23, 2026: [Added] Add Site ID Search to Sellers Page
Jun 23, 2026: [Added] Enhance Performance Obligation handling with audit log, additional columns, and exports
Jun 23, 2026: [Added] Product Family-Level Surcharging Controls in Advanced Billing
Jun 22, 2026: [Added] Maxio Core: Store Discount Information from BPPs
Jun 22, 2026: [Added] Add contract-level fields to A/R Aging report additional details
Jun 22, 2026: [Added] AB - Allow Multiple MAXPG Gateways (Multi-Currency)
Jun 22, 2026: [Added] Surcharging: Customer-Level Surcharging Controls
Jun 22, 2026: [Added] Add Xero Sales Tax Rate field to Customer Bulk Edit
Jun 22, 2026: [Fixed] Fix Permanently Disabled Formula Meter Edit Form
Jun 16, 2026: [Added] Create an Activity Log Entry for Scheduled Product Changes
Jun 16, 2026: [Fixed] Fix permanently disabled formula meter edit form
Jun 15, 2026: [Fixed] Sellers page now returns results when searching by Site ID
Jun 10, 2026: [Added] Billing Portal - Display Available Payment Methods Within Subscription Context
Jun 10, 2026: [Added] Billing Portal - dedicated standalone Payment Methods tab
Jun 09, 2026: [Changed] Auto-focus search field on Admin Search Merchants page
Jun 08, 2026: [Added] Allow merchants to re-enable temporarily disabled payment profiles
Jun 05, 2026: [Added] Product Family-Level Surcharging Controls in Advanced Billing
Jun 05, 2026: [Added] Enable continue-on-error behavior across SFDCv2 Sync steps
Jun 05, 2026: [Changed] Improved New API Key page styling with copy-to-clipboard icons in Advanced Billing
Jun 04, 2026: [Added] Maxio Payments - Surcharging: Product Family-Level in Advanced Billing
Jun 04, 2026: [Changed] Maxio Payments - Fee Transparency
Jun 03, 2026: [Changed] Intacct: Add dimension columns to customer and transaction importers
Jun 03, 2026: [Added] Customizable HubSpot Financials Mappings
Jun 02, 2026: [Changed] IFRS/CTA-Based Revenue Restatement in Advanced Revenue Summary (ARS) Report
Jun 02, 2026: [Added] Maxio Payments TopUp/Transfer - Send Transaction Description to GLs & allocate to Undeposited funds
Jun 02, 2026: [Added] Core - Cancel ACH Transaction Before Capture
Jun 02, 2026: [Added] Hubspot: Timestamp automated clear like SFDC for Send Records
Jun 02, 2026: [Changed] Enable multi-filter controls on the Product Catalog page
Jun 02, 2026: [Changed] Enable multi-column sorting on the Product Catalog page
Jun 02, 2026: [Changed] Display updated column set on Product Catalog page
Jun 02, 2026: [Changed] Align Component Charges with Term End for Term Subscriptions Using Custom Start
Jun 02, 2026: [Added] Dispute - Second Chargeback Notification & UI
Jun 01, 2026: [Changed] Billing Portal - Display available payment methods within subscription context
Jun 01, 2026: [Added] Core - Cancel ACH Transaction Before Capture
Jun 01, 2026: [Changed] Replace Recently Allocated tab with Configured Products tab and update tab ordering
May 28, 2026: [Added] New Copy Button Feature for Account Numbers on View Sites Page
May 27, 2026: [Added] Addition of Last Login Column to Users List Page
May 26, 2026: [Added] Retrieve an invoice using its invoice number in the Maxio Core API
May 22, 2026: [Added] Surcharging: Merchant Admin Compliance Acknowledgment
May 21, 2026: [Changed] Enable merchants to configure custom scripts and success pages on checkout for PCI 4.0 compliance
May 21, 2026: [Added] Maxio Payments/Core: Cancel ACH Transaction Before Capture
May 21, 2026: [Added] Enable bulk editing of the Do Not Sync setting for Items in the Intacct v2 integration
May 21, 2026: [Changed] Highlight Significant Billing Dates in Date Picker
May 20, 2026: [Changed] Billing Portal - Update Payment Method Outside of an Invoice
May 20, 2026: [Changed] Validate Calendar Billing Based on Subscription Trial (Not Price Point Trial)
May 19, 2026: [Added] Maxio Payments Dispute: Second Chargeback Notification & UI
May 19, 2026: [Added] Enhanced Dispute Notification for Second Chargebacks
May 19, 2026: [Added] Mandatory Compliance Acknowledgment for Surcharging Activation
May 19, 2026: [Added] Maxio Payments: IC & Scheme Fee Estimator
May 19, 2026: [Added] Enhancement of Sales Order Mapping with SSP & Revenue Book
May 19, 2026: [Added] Enhancement of Payment Profile Management with Re-enablement Feature for Temporarily Disabled Profiles
May 19, 2026: [Added] Introduced the Payout Reconciliation Statement Report to provide merchants with a detailed view of balance account transactions and statements
May 19, 2026: [Added] Enhanced dispute management feature in Maxio Payments
May 18, 2026: [Added] Enhanced Field Mapping Support for HubSpot Sales Order Integration
May 18, 2026: [Added] HubSpot Sync Step for Regular Customer Updates
May 18, 2026: [Added] Enhanced Document Storage for Sales Orders
May 18, 2026: [Changed] Give the Subscription Edit Page a Proper Home and Replace the Current Configuration Page
May 14, 2026: [Changed] Restrict end date configurability in Create Subscription UI for non-multi-frequency/term sites
May 13, 2026: [Changed] Dunning Schedules: Add Collection Method Column and Rename/Reorder Dunning Type Wizard Input
May 12, 2026: [Changed] Align component charges with the term end for term subscriptions using a custom start date
May 12, 2026: [Added] Roll-Up Customers by Parent in Top Customers Report
May 12, 2026: [Changed] Align Component Charges with Term End for Term Subscriptions
May 12, 2026: [Changed] Metered product usage now defaults to zero when adding products to subscription forms
May 12, 2026: [Added] Introduce Logical Activation State for Metered Components
May 11, 2026: [Added] Persistence of Sort Preferences for Legacy List Views with Enhanced Security
May 07, 2026: [Fixed] Checkout Page Direct Debit Forms
May 06, 2026: [Changed] Core/GL Sync - Treat Surcharge as ILI in All Surcharge Invoice Flows
May 05, 2026: [Changed] Configure pricing details before saving a new product for the first time to streamline the creation process.
Apr 28, 2026: [Added] Implement the final step of the self-upgrade tool to select sites and manage upgrade gating between sandbox and live environments.
Apr 20, 2026: [Added] Integrated Plaid and micro-deposit verification flows into the Billing Portal to support secure bank account authentication for ACH transactions.
Apr 20, 2026: [Added] QuickBooks: Add Continue on Error Setting
Apr 20, 2026: [Added] Add Conditional Setting for Invoice Segment Suffix Enumeration
Apr 20, 2026: [Added] Assign invoice parent and child IDs for accrued mid-period allocations in subscription groups
Apr 20, 2026: [Changed] Prevent removal of subscription with pending accrued mid-period allocation from subscription group
Apr 20, 2026: [Added] Consolidate taxes by type on subscription group invoices when AvaTax is enabled to simplify tax reconciliation and improve invoice clarity.
Apr 17, 2026: [Changed] The Subscription Edit page now respects the site's transaction lock settings by restricting the selection of past effective dates to ensure they do not fall before the configured transaction lock date or the current billing period start.
Apr 16, 2026: [Fixed] Direct debit payments for consolidated invoices now sync correctly between Advanced Billing and Maxio Core to ensure accurate General Ledger reconciliation.
Apr 14, 2026: [Added] Introduced a new interface in the Maxio Payments dashboard to independently register and manage URLs required for Apple Pay integration.
Mar 26, 2026: [Changed] Upgraded the Rillet Integration to API V3
Feb 28, 2026: [Added] Enabled External References Sync to Rillet for Invoices API
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