Usage Limits & Quotas

Set resource quotas for each plan to control how much tenants can use. This is how you create meaningful plan differentiation.

Usage limits (also called "quotas") let you control exactly how much each tenant can use based on their plan. This is one of the most powerful features of the SaaS module — it lets you create meaningful differences between your pricing tiers.

What Can You Limit?

Here are all the resources you can set limits on:

Resource	What It Controls	Example Limit
Customers	Maximum number of customers/clients a tenant can create	50, 200, Unlimited
Invoices	Maximum number of invoices	100, 500, Unlimited
Projects	Maximum number of projects	5, 25, Unlimited
Staff Members	Maximum number of staff/team members	2, 10, Unlimited
Estimates	Maximum number of estimates/quotes	50, 200, Unlimited
Contracts	Maximum number of contracts	10, 50, Unlimited
Tasks	Maximum number of tasks	100, 500, Unlimited
Leads	Maximum number of leads	50, 200, Unlimited
Proposals	Maximum number of proposals	20, 100, Unlimited
Expenses	Maximum number of expenses	50, 200, Unlimited
Tickets	Maximum number of support tickets	50, 200, Unlimited
Credit Notes	Maximum number of credit notes	20, 100, Unlimited

Set specific limits for each resource when creating or editing a plan

How to Set Limits

1. Go to SaaS Management → Plans

2. Click on a plan to edit it (or create a new one)

3. In the Limitations section, set the maximum for each resource

4. Enter 0 for unlimited (no restriction)

5. Click Save

How Limits Work in Practice

When a tenant reaches their limit, here's what happens:

Tenant on "Starter" plan (50 customer limit)
├── Has created 49 customers → Can create 1 more ✅
├── Has created 50 customers → Limit reached! ❌
│   └── Tenant sees a message: "You've reached your plan limit"
│   └── They need to upgrade to a higher plan
└── Admin (you) can see their usage in the tenant dashboard

Tenants can see their current usage on their dashboard:

Tenants can see exactly how much of their plan quota they've used — like "0/50 Customers"

Best Practices for Setting Limits

Starter Plan

Set limits that are generous enough to be useful but restricted enough to encourage upgrading:

• 50 customers, 100 invoices, 2 staff, 5 projects

• This covers a small freelancer or micro-business

Professional Plan

Set limits that cover 90% of your target market:

• 500 customers, 1000 invoices, 10 staff, 50 projects

• This covers small to medium businesses

Enterprise Plan

Set limits to 0 (unlimited) for everything:

• No restrictions — your premium offering

• Charge a premium price for unlimited access

Pricing Psychology: The gap between Starter and Professional should feel like a massive upgrade. The gap between Professional and Enterprise should feel like "peace of mind" (unlimited everything). This pushes most customers to the Professional plan — exactly where you want them.

Monitoring Usage

As an admin, you can monitor each tenant's usage:

1. Go to Customers in your admin panel

2. Click on a tenant/client

3. Go to the SaaS Tenant tab

4. You'll see their current usage vs. their plan limits

Admin view showing a tenant's plan details and resource usage — Total Customers: 0/2, Total Invoices: 0/2, etc.

Limits configured? Now control which Perfex modules each plan can access in Module Access Control.