# Usage Limits & Quotas

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  |

<figure><img src="https://s3.envato.com/files/654621547/Screenshot_12.png" alt="Plan limitations settings"><figcaption><p>Set specific limits for each resource when creating or editing a plan</p></figcaption></figure>

## 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:

<figure><img src="https://s3.envato.com/files/654621547/Screenshot_10.png" alt="Tenant dashboard showing usage limits"><figcaption><p>Tenants can see exactly how much of their plan quota they've used — like "0/50 Customers"</p></figcaption></figure>

## 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

{% hint style="info" %}
**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.
{% endhint %}

## 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

<figure><img src="https://s3.envato.com/files/654621547/Screenshot_15.png" alt="Admin view of tenant usage"><figcaption><p>Admin view showing a tenant's plan details and resource usage — Total Customers: 0/2, Total Invoices: 0/2, etc.</p></figcaption></figure>

{% hint style="success" %}
**Limits configured?** Now control which Perfex modules each plan can access in [Module Access Control](https://themesic-docs.gitbook.io/saas-module-for-perfex-crm/configuration/module-access-control).
{% endhint %}