July 2025 Product Release

Why it matters:

Previously, users were shown a static success message with no next steps, creating a dead-end. This new option allows you to guide customers to a branded thank-you page, onboarding flow, or external resource, improving the post-signup experience and enabling deeper engagement.

Where to find it:

In the Custom Offer Signup Page configuration, look for the new Redirect URL after success field. When populated, the user will be redirected to this URL a few seconds after seeing the success message. Available in both Classic and Lightning Salesforce environments.

Why it matters:

This enhancement provides flexibility for businesses that rely on Customer Reference IDs for ERP reconciliation or automated workflows. Previously, this information was omitted from invoice outputs, limiting downstream integration options.

Where to find it:

To enable from Advanced Billing, go to Config > Settings > Invoices, and under Invoice Customization, scroll down until you see the Documentation Settings. Check Show Customer Reference ID box.

Then, from the Settings page, set the Customer Reference ID value by going to Language Settings > clicking the Actions drop-down > selecting Customize Language. Scroll to Customer Reference ID Label and enter a value.

Why it matters:

This update allows users to quickly drill into the list of subscribers behind each price point without losing their place in the Catalog. It streamlines the workflow for analyzing which customers are on which Components and price points, bringing consistency with other areas in Advanced Billing where Subscription counts are clickable.

Where to find it:

From the Product Catalog, the Subscription count appears when editing Products or Components. In both places, the Subscriptions count is now a hyperlink that opens the filtered Subscriptions list in a new tab.

Why it matters:

Ensures imported invoices are structured clearly and consistently, which reduces downstream confusion during reconciliation or review. Especially helpful when combining partial invoices, correcting prior imports, or resolving sorting mismatches.

Where to find it:

Go to Additional Imports, Renumber Records and choose Invoice Line Items from the Maxio Object dropdown.

Why it matters:

This update improves user efficiency by providing quick, intuitive access to the public URL. By separating the open and copy actions, users can avoid misclicks and take the right action the first time. For instance, if a user needs to send a client their invoice, they can instantly copy the link or open it for review, saving time and streamlining communication.

Where to find it:

• Go to the More Options section of an individual Invoice and click on the View Invoice Public URL.

• From the Catalog, go to the following and click View Link:

  • Public Signup Pages List View
  • Offer Signup Pages List View
  • Billing Portal List View

• Go to an individual Subscription Summary view and click on View Billing Portal Management Link to access the popup.

You will now see two distinct buttons:

The Link icon opens the hosted form in a new browser tab.

The Clipboard icon copies the URL directly to the clipboard.

Why it matters:

By enabling horizontal scrolling and adding intuitive pagination and display controls, users can now more easily navigate, customize, and interact with the data, ultimately saving time, reducing errors, and improving overall satisfaction with the platform.

Where to find it:

Go to Invoices in the sidebar. The new summary view loads automatically. Click on any row to access its details.

Why it matters:

Reduces clicks and confusion by aligning the UI with user expectations, making it easier to jump between related data.

Where to find it:

Anywhere Customer names are shown (Subscriptions, Invoices, Transactions, etc.) clicking on the Customer name link opens the Customer Detail page.

Why it matters:

Previously, API keys were only visible once at creation, leading to unsecure workarounds or unnecessary key regeneration. This update gives admins safe, convenient access to keys while maintaining auditability and access control.

Where to find it:

Under Config > Integrations > API Keys, Admins will now see “Reveal” and “Copy” options next to existing keys.

These features are restricted to Admin users only and may log usage for audit purposes.

The latest SDK release includes several updates to improve functionality and data access:

• List Service Credits – Added support for GET /service_credits.json

• Invoice Consolidation – New consolidation_level parameter for GET /invoices.json

• Filter by Coupon Code – Filter subscriptions by coupon_code

• Component Enhancements – product_family_handle added to Read/List Component responses

• Payment Profile Fields – created_at and updated_at now included

• Invoice Field Addition – received_on now returned in the Read Invoice response

• Deferred Signup Support – Examples now support the defer_signup flag

Visit the Maxio Developer Portal for details.

Why it matters:

This enhancement provides greater transparency and clarity for users by ensuring all fees are tied back to specific transactions. It helps in accurate reporting and reduces confusion, thereby minimizing the need for support inquiries related to missing or unclear transaction data.

Where to find it:

You can find this feature in the Payments portal under the Transactions List page. Look for the new Transaction types "Fee" and "Transfer" in the Maxio Processing Fees column.

Why it matters:

Previously, both invoice-level discounts and credit memos from QuickBooks Online were excluded during syncs, leading to discrepancies in invoice totals and reconciliation issues. This enhancement improves financial accuracy, reduces confusion, and minimizes the need for manual adjustments.

Where to find it:

In your QuickBooks Online integration settings (/so/integration/quickbooks/settings/), configure the following options to define which Items to use for discount and credit memo lines:

• Get Invoice Discount as — for invoice-level discounts
• Get Invoice Credit Memo as — for applied credit memos

Syncs will be blocked for affected invoices until these settings are configured.
This feature is currently only available for QuickBooks Online accounts in the US.

Why it matters:

This change reduces manual work, improves reporting efficiency, and supports cleaner reconciliation workflows.

Where to find it:

From Maxio, go to the Transaction List page and click the Columns action. Add the Item Code column to the list of existing columns; use the Up/Down arrows to place the column.

Why it matters:

This update improves accuracy and speeds up Transaction entry by reducing item selection errors.

Where to find it:

In the Create or Edit Transaction view, use the item search field to search by code or name. Item Codes now appear next to item names in the drop-down.

Why it matters:

Enables technical teams and integrators to automate reporting workflows, retrieve results in formats like CSV or Google Sheets, and build custom analytics pipelines

What it covers:

• Executing predefined or one-click reports
• Monitoring run and export status
• Exporting and downloading report data
• Filtering and pagination options
• Best practices for large dataset handling

Where to find it:

Available in the API Documentation in your Maxio instance or you can read more about it here.