Plan Limits
A quick view of users, branches and invoices against your plan's limits.
Why and when you use it
Before you add a new staff login, open a new branch or start a busy billing season, you need to know whether your plan has room. Plan Limits gives that answer at a glance. The owner checks it before such decisions.
Step by step
- Open Plan LimitsClick Plan Limits in the sidebar.
- Check usersSee how many users you have against your plan's limit.
- Check branchesSee how many branches you have against the limit.
- Check invoicesSee how many invoices you have raised against the limit for the period.
- Act if you are closeIf any figure is near its limit, go to Plan & Usage to upgrade or add more.
Worked example
Sharma Traders wants to add a third salesman for the Malviya Nagar route in December 2026 and open a godown in Sanganer.
- Open Plan Limits.
- Users shows room for one more user.
- Branches shows the limit is already reached.
- The owner opens Plan & Usage to see what an upgrade would give.
Result: The owner knows the salesman can be added now, but the new branch needs a plan change first.
💡 Tips
- Remove logins of staff who have left; they still count against the limit.
- Check before the festive season if you expect many more invoices.
- Office and field users are counted separately; Plan & Usage shows each meter.
⚠️ Common mistakes
- Creating a branch in your plans and announcing it to staff before checking the limit.
Questions
What happens when a limit is reached?
You cannot add more of that kind, for example another user or branch, until you upgrade or add more in Plan & Usage. Existing records keep working.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Plan Limits.
- Scene 2: Read users, branches and invoices.
- Scene 3: Show a figure at its limit.
- Scene 4: Jump to Plan & Usage.