Product Change Log
Last updated on Sep 21, 2026
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 It reads Not Accepted if they have not accepted yet, or if portal access was revoked.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 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.
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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