May 2026 Product Release

This update aligns HubSpot mapping functionality with our Salesforce integration, reducing the need for manual workarounds. By supporting static values, administrators can ensure that required Maxio fields are accurately populated, improving data integrity and streamlining subscription and sales order workflows.

These mapping options are available within the HubSpot integration settings under the Sales Order field mapping configuration.

Previously, customer data in Maxio was only refreshed when a sales order was processed, which could lead to data discrepancies and manual overhead for ongoing account updates. This new functionality ensures data consistency across platforms and improves operational efficiency by automating the synchronization of both standard and custom customer fields.

This feature can be accessed from the integration settings panel in your Maxio account, where you can configure scheduled syncs or manually trigger a metadata refresh.

Previously, layout and contrast issues made it nearly impossible for users to clearly see the code they were entering or editing in these fields. This fix improves the administrative experience by ensuring that custom code is displayed clearly, reducing confusion and potential errors during page customization.

These improvements are visible within the configuration settings for Public Signup Pages (PSP) and Offer Signup Pages (OSP) in Maxio Advanced Billing.

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.

Second chargebacks do not permit merchant rebuttals and are considered final. By receiving a dedicated notification, you can quickly identify these cases, understand why they were closed, and take appropriate internal actions, such as resolving the matter directly with your customer, without spending time attempting a defense that is not permitted at this stage.

You can configure these alerts within your notification settings in the Maxio Payments User Settings.

Surcharging is subject to strict regulations, including requirements to only surcharge credit cards and provide clear disclosures to cardholders. By requiring this acknowledgment, Maxio helps merchants stay informed of their responsibilities, protecting both the merchant and the business from potential compliance issues.

This acknowledgment appears as a modal when you attempt to toggle on surcharging under Maxio Payments > Settings > Surcharging.

To comply with regulations in certain jurisdictions, credit card surcharges cannot exceed the actual cost of acceptance. This estimator helps you make informed decisions when setting your surcharge rates by providing visibility into your average costs, ensuring you remain compliant while managing your processing expenses effectively.

You can view these estimates directly within your Surcharge Settings page.

Previously, re-enabling a payment profile required manual intervention from technical teams. This update empowers you to manage customer profiles directly, reducing delays in payment collection while maintaining protections for R29 ACH responses to protect your processing reputation.

You can manage these settings within the payment profile section of a customer's account. Look for the re-enable option on profiles that have been temporarily deactivated.

With the implementation of enhanced security monitoring, this feature allows you to maintain visibility into customer signup success and continue using essential tools like label translations or marketing analytics without compromising security.

These settings are available within the configuration options for Public Signup Pages (PSP) and Offer Signup Pages (OSP). To use them, navigate to the configuration settings for your signup page, locate the custom script section, enter your CSS or JavaScript, and provide the required justification for the script.

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 billing details are always up to date with minimal effort.

The new "Payment" section is located in the header of the Billing Portal.

Surcharging is subject to strict regulations, including requirements to only surcharge credit cards (not debit or prepaid) and to provide clear disclosures to cardholders. By requiring this acknowledgment, Maxio helps merchants stay informed of their responsibilities, protecting both the merchant and the business from potential compliance issues.

This acknowledgment appears as a modal when you attempt to toggle on surcharging under Maxio Payments Settings Surcharging.

Many jurisdictions prohibit profiting from credit card surcharges, requiring rates to strictly match the actual cost of acceptance. This estimator provides the necessary data to adjust your surcharge strategies accurately without the complexity of real-time processing.

You can access these estimates within your Maxio Payments surcharge settings, where regional fee breakdowns are displayed for each supported card brand.

Previously, the lack of distinction between first and second disputes could lead to confusion regarding which cases could be defended. These updates provide better visibility into dispute statuses and ensure you are promptly notified when a second dispute occurs, as these are typically final and do not permit merchant rebuttals.

Chargeback indicators are visible within the Maxio Payments dashboard. Automated notifications will be sent to the email address associated with your account when a second chargeback is filed.

Previously, some pages could default to incorrect banking details (like IBAN for USD-only sites), leading to a confusing user experience. This update ensures that the payment interface is intuitive and aligned with your regional configuration, while also improving the layout by displaying the billing address block before billing information to facilitate accurate form updates.

These changes apply automatically to Public Signup Pages, Self-Service Portals, and Public Invoice Pages within Maxio Advanced Billing.

Surcharging is subject to strict regulations, including requirements to only surcharge credit cards and to provide clear disclosures to cardholders. By requiring this mandatory acknowledgment, Maxio helps you stay informed of your responsibilities, protecting your business from potential compliance issues and ensuring an audit trail of acceptance is maintained.

This acknowledgment appears as a modal when you attempt to toggle on surcharging under Maxio Payments Settings Surcharging.

Previously, dimensions were pulled onto invoice line items but were not editable, which could lead to inconsistencies during synchronization. By managing dimensions at the transaction level, you can ensure data integrity across your financial reporting and streamline the process for future revenue reporting enhancements.

Dimension fields are now available on the transaction create and edit screens. You can also view and export dimension columns directly from the transaction list view.

Previously, legacy list views did not persist user-selected sorting preferences, requiring you to re-sort every time you revisited a page. This update saves time by maintaining your view preferences while also incorporating a robust validation mechanism to ensure all sort parameters remain secure and supported.

This functionality is automatically active on legacy list views within Maxio Core. Simply sort a list by your preferred column, and the setting will be remembered for your next visit.

Previously, the Top Customers Report listed customers individually, which could lead to fragmented reporting for organizations operating through multiple resellers. This roll-up functionality streamlines executive and board-level reporting by aggregating revenue and other metrics into a single parent-level row, facilitating more informed decision-making.

To use this feature, navigate to the Top Customers Report and select the "Roll-up by Parent Customer" option from the report settings.

Previously, interacting with the Maxio API required the use of internal, non-writable IDs. This update supports common integration patterns by allowing you to use your own existing customer identifiers as reference IDs, simplifying data management across platforms and improving operational efficiency for enterprise workflows.

This capability is available via the GET and LIST customer endpoints in the Maxio API. Please refer to the updated API documentation for implementation details on the new customer_number field.