Move a Contract to Another Customer or Register

You can move a Contract to a different Customer or Register once it meets a set of eligibility checks. Contracts serve as containers for key records like Transactions and invoices. A Customer can have one or more Contracts and each Contract can hold one or more Transactions and invoices.

Move a Contract

To move a Contract to another Customer or Register.

1. Navigate to the Contract and select Move from the Contract drop-down menu.

   

2. Select the new Register and/or Customer you want to move the Contract to.

   

3. Click Move.

Reassign to another Customer

You can move a contract to a different customer as long as the transactions and invoices in the contract comply with the following items:

• No transaction has invoice line items synced with the general ledger
• No invoice has synced with the general ledger
• No transaction has revenues or invoice line items in the Close Period
• No invoice is in the Close Period
• No transaction is locked due to the Transaction Lock Date
• The contract is not synced as a QuickBooks Job
• If your account uses Use Committed Invoice Sequencing, the contract has no committed invoices

Reassign to another Register

You can also move a contract to another register as long as the transactions and invoices in the contract comply with the following:

• No transaction has revenues or invoice line items in the Close Period
• No invoice is in the Close Period
• No transaction is locked due to the Transaction Lock
• If your account uses Use Committed Invoice Sequencing, the contract has no committed invoices

You can also edit a contract to change its register.

Related information

For a conceptual overview of how Contracts work in Maxio, see Understand Contracts.