June 2025 Product Release

Maxio is excited to announce the following updates and new features introduced in June!

Selling

Backfill Salesforce IDs Automatically for Existing Customers

Salesforce IDs are now populated automatically on customer records.

Why it matters:: Improves CRM syncing and reporting with automatically populated IDs.
Where to find it:: Auto-assigned during nightly batch process in Advanced Billing.

Billing

Start Dunning Automatically for Backdated Subscriptions

Backdated subscriptions with failed initial payments can now enter dunning automatically.

Why it matters:: Prevents missed collections by ensuring subscriptions can enter dunning even if they were backdated.
Where to find it:: Enabled for accounts using backdating with Advanced Billing.

Delay Subscription Activation Until You’re Ready

Create subscriptions without an automatic start date using a new 'awaiting signup date' state.

Why it matters:: Useful for milestone-driven go-lives where billing start date isn’t known up front.
Where to find it:: Available using the Maxio Core and Advanced Billing combined Salesforce instance in conjunction with Maxio Core's Projects feature. Additionally, available in the Advanced Billing API by passing defer_signup: true when creating a subscription.

Show All Metered Segments on Invoices—Even When Usage Is Zero

Invoices can now optionally show all usage segments—even when no activity occurred.

Why it matters:: Gives customers a complete view of their billing breakdown—even when no usage was incurred.
Where to find it:: Toggle this option in the Invoice Customization settings.

Replace 0s With Dashes on Invoices for Clarity

Zero-quantity fields can now be displayed as dashes, making invoices cleaner.

Why it matters:: Reduces confusion for customers by clearly signaling when no usage or quantity is applicable.
Where to find it:: Toggle this option in the Invoice Customization settings.

Bulk Invite Customers to the Billing Portal from Core

Select and invite multiple customers to the billing portal with one action.

Why it matters:: Streamlines onboarding for large customer groups by avoiding manual invites one-by-one.
Where to find it:: Use the “Bulk Actions” dropdown in the Customer List view of Core.

Enable the Billing Portal with Any Default Payment Method

You can now enable the Billing Portal even if your site doesn’t use credit cards.

Why it matters:: Previously, the portal required a credit card gateway to be configured. Now, any default payment method—such as ACH, Direct Debit, or PayPal—is sufficient.
Where to find it:: In the Settings → Billing Portal section of the admin UI. A default gateway must be set for at least one payment method in Payment Routing.

Customer Level Attachment Support for Maxio Invoice Suite

Include customer-specific attachments like contracts or compliance docs with invoice emails.

Why it matters:: Improves client communication by allowing teams to send invoices alongside supporting documents, ensuring completeness and professionalism in every billing interaction.
Where to find it:: In the Preview and Send modal of the Maxio Invoicing Suite or Billing Portal. Select files from the customer’s Attachments tab before sending.

Dropbox Level Attachment Support for Maxio Invoice Suite

Include Dropbox-based customer or contract documents with invoice emails via the Preview and Send modal.

Why it matters:: Enhances invoice delivery by letting you send contracts, compliance docs, or other Dropbox attachments directly with invoices—ensuring clear, complete, and professional communication.
Where to find it:: In the Preview and Send modal of the Maxio Invoicing Suite or Billing Portal. Files come from the Dropbox tab on the customer and contract views.

Export Original Invoice PDFs in Bulk for Compliance

Modify Bulk Invoice Export to Retrieve Original PDFs

Why it matters:: Supports audits and regulatory reviews by ensuring access to unaltered billing records.
Where to find it:: Use the Bulk Export tool in the Invoices tab of the Core or Advanced Billing interface.

Prepaid Usage Legend Now Suppressed When Not Needed

A new setting optionally hides the prepaid usage legend on invoices when no overage units are present.

Why it matters:: Previously, invoices always displayed the prepaid usage legend, even when a customer stayed within their allowance. This often led to confusion and unnecessary support questions. With this change, invoices are more clean when there is no overage.
Where to find it:: This behavior is applied automatically during invoice generation when the setting is enabled — no configuration needed, and it does not affect historical invoices.

Payments

Accept Payments in Multiple Currencies, Settle in USD

Start accepting payments in supported foreign currencies while settling in USD.

Why it matters:: Enables global revenue collection without impacting backend accounting processes.
Where to find it:: Configure under Maxio Payments settings.

Log Won Dispute Payments on the Correct Date

Dispute-related payments now reflect the actual resolution date, improving month-end accuracy.

Why it matters:: Ensures revenue is recognized on the correct financial period end date.
Where to find it:: Automatically applied to all eligible won disputes in Core + Advanced Billing.

Block Fraud-Flagged Cards From Future Payments

Fraud-associated cards are automatically removed to prevent future billing attempts.

Why it matters:: Protects against repeat fraud attempts using known bad payment profiles.
Where to find it:: Activated automatically for merchants using Maxio Payments.

Get Notified About Chargebacks Right Away

Receive emails notifying you when a chargeback dispute has been received.

Why it matters:: Helps respond to disputes more quickly and minimize revenue risk.
Where to find it:: Configure this under the Email Notifications Preferences in Payments Settings.

Receive Email Alerts When Deposits Are Processed

Merchants can now receive email alerts when a payout is initiated or completed.

Why it matters:: Eliminates guesswork by alerting you when deposits are initiated or completed.
Where to find it:: Configure this under the Email Notifications Preferences in Payments Settings.

Enhanced Payment Portal Security with Expiring Passwords

Maxio Payments enforces password updates every 90 days to meet PCI compliance.

Why it matters:: Improves account security and maintains PCI compliance standards.
Where to find it:: Enforced across Maxio Payments for all users.

Accounting

Easily Link Individual Invoices to Their Consolidated Version

Invoice records now show which consolidated invoice they belong to.

Why it matters:: Improves traceability between consolidated and individual invoice records.
Where to find it:: Displayed as a new column in the Invoice Line Item and Invoice List views.

AI-Powered Cleanup for Email Message Templates

Cleans up and reformats email templates using AI to improve readability and tone.

Why it matters:: Enhances professionalism and tone consistency across customer communications using AI.
Where to find it:: Navigate to Settings > Message Templates and choose “Run AI Cleanup.”

New Input for Merchant Tax Identifier

Add your merchant tax ID to support eInvoicing and compliance workflows.

Why it matters:: Capture this essential tax identifier at the site level to help avoid errors for tax reporting and set yourself up for future eInvoicing compliance needs.
Where to find it:: In the Site Settings → Merchant Information form. The field is required if eInvoicing is enabled and visible only to users with merchant update permissions.