Maxio is excited to announce the following updates and new features introduced in May!
Billing
Preview Invoices Before Submitting
You can now preview detailed invoices directly from the “Preview Billing Schedule” tile before committing the subscription.
- Why it matters:
- Reduces billing surprises, improves accuracy, and enhances user confidence during subscription creation.
- Where to find it:
- Available in the new Subscription UI when the Backdating feature flag is enabled.
Use “Awaiting Signup” State Without Known Billing Date
New API-only subscription state: awaiting_signup_date. No initial_billing_at is required.
- Why it matters:
- Perfect for milestone-based implementations or uncertain go-live scenarios. Keeps the record clean and ready for activation.
- Where to find it:
- Available via the subscription creation API using
defer_signup: true.
Revenue
Trigger Subscriptions Based on Project Completion
New “Project Triggers” allow subscription activation only after a related implementation project is completed.
- Why it matters:
- Allows for scenarios where subscription billing start is unknown at the time of creation. Useful for milestone-based onboarding or professional services models preceding the start of subscription services.
- Where to find it:
- Requires both Maxio Core with Projects and Advanced Billing.
Payments
Prevent Reuse of Fraud-Flagged Payment Profiles
Payment profiles that fail with specific fraud-related codes will now be automatically deactivated and removed from future billing attempts.
- Why it matters:
- This update minimizes the risk of repeatedly attempting charges on compromised cards, helping merchants maintain fraud protection integrity and comply with payment processor expectations.
- Where to find it:
- Implemented for all Advanced Billing users using Maxio Payments. No configuration required.
Get Notified of Chargebacks and Payment Failures
Users can now enable email alerts for chargebacks and failed payments via updated profile settings.
- Why it matters:
- Stay proactively informed on important payment events without logging into Maxio. This feature empowers timely follow-ups and reduces revenue loss.
- Where to find it:
- Update your preferences in the "My Profile" section of Maxio Payments.
Reporting
Generate CSV Reports via API and Store to S3
A new API endpoint allows CSV report generation and S3 export.
- Why it matters:
- Enables automated report workflows, secure storage, and faster access to structured data for BI tools.
- Where to find it:
- Available via Maxio API — see Maxio Core API documentation for parameters.