June 2026 Product Release

Managing high volumes of invoices—such as those from failed dunning processes, billing corrections, or subscription cancellations—previously required significant manual effort. By enabling direct and bulk voiding from the list view, teams can improve operational efficiency and reduce the risk of manual errors during invoice management.

Navigate to the Invoice List view within Advanced Billing. You will find new checkboxes next to each invoice row and a "Void" action available for selection.

Previously, these transactions could be difficult to identify in GL statements, often leading to support inquiries. By providing a clear description and a dedicated default account, merchants can more easily track risk mitigation transfers and take necessary actions, such as managing refunds or chargebacks, without manual investigation.

These details appear within your GL sync settings and on your GL statements, specifically for QuickBooks and NetSuite. To manage this, navigate to your GL sync or Maxio Payments settings and locate the Transfer/Top Up account mapping.

This change allows you to manage your payment methods more efficiently. By seeing all active payment methods in one place, you can easily select and apply an existing method to a specific subscription without re-entering payment details, streamlining the management process.

These updates are available within the Billing Portal under the subscription management and payment method update pages.

Previously, surcharging applied broadly across all supported areas once enabled for a site. This update allows you to exempt specific product families from surcharges, ensuring that only eligible product lines incur these fees while others remain surcharge-free.

Configuration is managed within the Maxio Payments Surcharge Settings. Once the feature is enabled there, you can configure specific surcharge eligibility on the individual Product Family create, edit, and view pages within Advanced Billing.

This change provides a clear line of sight into the specific fees associated with each transaction. By differentiating between network, processor, and Maxio-specific costs, you can better understand the rates you are qualifying for and more easily reconcile your processing expenses.

These detailed fee groupings are visible within the Maxio Payments merchant interface in the Individual Transaction views, the Transaction list, and Transaction exports.

This change gives you a clear, visual picture of your payment processing activity. By breaking down volume across card types, direct debit networks, and payment methods like Apple Pay, you can better understand your approval rates, refund patterns, and dispute exposure — and make more informed decisions about your payments strategy.

The Payment Volume Dashboard is available as the new default homepage in the Maxio Payments merchant interface. All merchants will see the updated experience upon logging in.

This update is essential for businesses operating in multiple regions, such as the US and Canada. By supporting multiple gateways on one site, you can efficiently route transactions to the appropriate MID based on the currency used (e.g., USD or CAD). This enables seamless billing across various payment methods like ACH, EFT/PAD, and credit cards while maintaining distinct settlement paths for each currency.

This functionality is available within your site's gateway configuration settings. You can now add and manage multiple Maxio Payments gateways to support your multi-currency routing needs.

This update provides greater precision in how you apply surcharges. Instead of a one-size-fits-all approach, you can now tailor surcharging preferences to meet specific customer agreements or regional requirements, saving time by managing these settings in bulk or individually.

You can manage these settings on the Customer Detail page or by using the bulk edit toolbar on the Customer List.

Previously, updating a payment method was often tied to the context of an invoice or hidden within subscription tabs. This update provides a more intuitive and direct way for users to manage their payment information at any time, ensuring their billing details are always up to date with minimal effort.

The new "Payment Methods" tab is located in the main navigation menu of the Billing Portal.

Second chargebacks are automatically ruled in favor of the buyer according to card network rules, meaning merchants cannot defend them. Previously, it was difficult to distinguish these from initial disputes. This update provides clarity on dispute status, saves time by identifying cases where no action can be taken, and ensures you are immediately notified of these final decisions via email.

You can find these updates in the Disputes section of Maxio Payments. Second chargebacks will be visible within the Lost tab, and the dispute record will display a timeline of events including the initial dispute and the second chargeback date.

These new filters provide more granular control over your accounts receivable data. By isolating specific segments of invoices, you can perform more precise analysis and manage collections more effectively without losing the context of unapplied payments or credits.

Navigate to the AR Aging report and look for the "Filter By" section. You will now see options to filter by Invoice Number, Record Type, PO Number, Memo, and your organization's Invoice-level custom fields.