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Using Multiple Registers

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Last updated on Aug 29, 2026

Your Maxio account is provisioned with a single Register to hold Contracts. Each Contract must exist in a single Register. A Register must have a currency, and all Contracts, Transactions, and Invoices in that Register will be in the currency of the Register. You can create and manage separate Registers to make it easier to segment information in reports.

For how to create, edit, delete, and clear Registers, see Manage Registers.

Common uses for multiple Registers

Use case	Why it helps
Set Invoice Prefixes by Register	One distinct advantage of multiple Registers is the ability to use a different Generated Invoice Number Prefix for each one, which makes it easy to identify Invoices of each business segment at a glance. Contact support@maxio.com to have this feature enabled.
Multiple currencies	Since a Register has only one defined currency, use multiple Registers to support operating units or Contracts in different currencies and simplify financial reporting. Important: If Multi-Currency is enabled, you must have at least one Register for each currency in which you conduct business.
Business unit organization	If you have multiple business or operating units based on geography or products, you likely would use separate Registers. For example, if you sync in financial records via the Stripe 1Way Integration, you will want one Register for your Stripe Contracts and another for your non-Stripe Contracts.
Mixed monthly and annual/term subscriptions	If you have two or more disparately behaving subscriptions, regardless of business unit organization, consider separate Registers. For instance, you may have one month-to-month subscription service that costs $20 a month, and an annual term subscription that costs $20,000 annually and is typically sold with professional services and support. Reporting is easier with separate Registers, and so is using other functions such as Process Renewals/Cancellations and Bulk Renewals/Cancellation, which are Register-specific.
Other use cases	Other less common reasons to maintain multiple Registers: A designated Register to hold all Partner/Reseller Contracts, or to track the amount owed in Partner Royalties. A designated Register to track Expenses in general. A forecast Register composed of deals that are in the pipeline, for Cash Projection or budgeting. A separate Register to hold legacy financial records from a retired business segment.

Impact on reporting

Both Analytics and Finance Report definition screens hide the Register list if there is only one Register, and all reports treat "no Register selected" as "All Registers". Both behaviors exist to simplify building reports.

Important: If you add a second Register, every existing report must be edited if you want to exclude the second Register from its results. This is true for each new Register added, so review and update report definitions whenever you add one.

Caveats with the QuickBooks integration

In Maxio, Invoices are contained within a Contract. If you have multiple Registers and sync Invoices into Maxio that were created in QuickBooks, an Invoice is placed in the first Contract Maxio identifies during the sync process.

If you use multiple Registers and have Customers with Contracts in more than one Register, you should not originate Invoices in QuickBooks, because you cannot control which Contract or Register the Invoice lands in when it syncs. Likewise, if you create a Customer with Invoices in QuickBooks and sync to Maxio, Maxio automatically creates a Contract to hold the Invoices, and you cannot control which Register that Contract is created in.

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