Credit Card Surcharging for B2B Subscription Billing (Full Walkthrough + Demo)

Credit card fees do not have to be a fixed cost of doing business. In this session, Jon Cochrane, CFO at Maxio, shows how B2B SaaS and AI companies can recover 80%+ of their credit card processing fees through surcharging built directly into billing workflows, with no code required. Surcharging is permitted in 47 states, but it has been hard for subscription businesses to manage compliantly without a physical storefront. Jon walks through why most surcharging tools built for retail break in B2B subscription environments, then demos Maxio's native surcharging engine end to end: country and state level configuration, card brand rules, cost of acceptance calculations, checkout and invoice disclosures, and how surcharge amounts flow cleanly to your GL across open and closed accounting periods. In this webinar you'll learn: ▸ Why credit card fees can become a business decision instead of a fixed cost ▸ Why retail surcharging tools fail for B2B subscription billing ▸ How to configure surcharge rates by country, state, and card brand ▸ How Maxio calculates cost of acceptance and flags compliance requirements ▸ How debit and prepaid cards are automatically detected and excluded ▸ How surcharge transactions reconcile to your GL across accounting periods ▸ What it takes to go live, typically in 30 days or less Chapters: 0:00 Can you recover credit card fees in B2B subscription billing? 1:41 Why Maxio built surcharging for B2B workflows 3:05 Why credit card fees are a lever, not a fixed cost 5:03 Where surcharging is permitted and why compliance is hard 6:40 How Maxio's surcharging solution is different 8:30 When does surcharging pay off for your business? 10:50 Demo: configuring surcharge rates by state and card brand 15:30 How Maxio handles compliance flags and disclosures 19:15 What the customer checkout experience looks like 21:30 How debit and prepaid cards are detected and excluded 22:30 How surcharges flow to your invoice and GL 25:00 Reconciling surcharges across open and closed periods 27:30 How to get started with Maxio surcharging 28:40 Q&A: sales tax, pricing, and the Maxio invoicing suite Learn more about Maxio Payments and surcharging: https://www.maxio.com/saas-payments