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Usage Monitoring

Monitor your subscription usage in real-time, track consumption against plan limits, and make informed decisions about your subscription.

Usage Monitoring Dashboard

Overview​

The Usage page helps you:

  • Track current usage against plan limits
  • Monitor invoice generation
  • View user account consumption
  • Identify usage trends
  • Plan for upgrades or downgrades
  • Avoid exceeding plan limits

Accessing Usage Information​

  1. Navigate to Subscription → Usage from the main menu
  2. Or click on your profile and select Usage

Usage Metrics​

Invoices Generated​

Current Month Usage

  • Number of invoices created this billing cycle
  • Percentage of plan limit used
  • Remaining invoices available

Example Display:

Invoices: 45 / 100 (45% used)
Remaining: 55 invoices
tip

The counter resets at the start of each billing cycle (monthly or yearly).

Active Users​

Current User Count

  • Number of active user accounts
  • Plan limit for users
  • Available user slots

Example Display:

Users: 3 / 5 (60% used)
Available: 2 user slots

Storage Usage​

Data Storage

  • Total data stored (invoices, customers, products)
  • Storage limit (if applicable)
  • Percentage used

Example Display:

Storage: 2.3 GB / 10 GB (23% used)
Remaining: 7.7 GB

API Calls (Enterprise Plan)​

API Usage

  • Number of API requests made
  • Monthly API limit
  • Remaining API calls

Example Display:

API Calls: 1,250 / 10,000 (12.5% used)
Remaining: 8,750 calls

Usage Dashboard​

Summary Cards​

The usage dashboard displays key metrics in easy-to-read cards:

  1. Invoices Card

    • Current count
    • Plan limit
    • Progress bar
    • Percentage indicator

  2. Users Card

    • Active users
    • User limit
    • Available slots
    • Add user button

  3. Storage Card

    • Used storage
    • Total storage
    • Usage percentage
    • Cleanup suggestions

  4. Features Card

    • Enabled features
    • Plan-specific features
    • Feature comparison link

Monthly Trend Chart

  • Visual graph of usage over time
  • Compare current month to previous months
  • Identify peak usage periods
  • Forecast future needs

Yearly Overview

  • Annual usage summary
  • Month-by-month breakdown
  • Growth patterns
  • Seasonal trends

Usage Alerts​

Warning Notifications​

You'll receive alerts when:

80% Limit Reached

  • Warning notification
  • Suggestion to upgrade
  • Time remaining in billing cycle

90% Limit Reached

  • Urgent notification
  • Upgrade recommendation
  • Risk of service limitation

100% Limit Reached

  • Critical alert
  • Feature restrictions may apply
  • Immediate upgrade required
Exceeding Limits

If you exceed your plan limits, some features may be temporarily restricted until you upgrade or your billing cycle resets.

Optimizing Usage​

Tips to Manage Usage​

  1. Delete Draft Invoices: Remove unused draft invoices to free up quota
  2. Archive Old Data: Export and archive historical data
  3. Deactivate Unused Users: Remove inactive user accounts
  4. Batch Operations: Combine multiple invoices when possible
  5. Monitor Regularly: Check usage weekly to avoid surprises

When to Upgrade​

Consider upgrading if:

  • ✅ Consistently using 80%+ of your limit
  • ✅ Frequently hitting usage caps
  • ✅ Need additional features
  • ✅ Business is growing rapidly
  • ✅ Require more user accounts

When to Downgrade​

Consider downgrading if:

  • ✅ Using less than 30% of your limit for 3+ months
  • ✅ Reduced business activity
  • ✅ Don't need advanced features
  • ✅ Cost optimization needed

Usage Reports​

Export Usage Data​

Download detailed usage reports:

  1. Click Export Usage Report
  2. Select date range
  3. Choose format (PDF, Excel, CSV)
  4. Download the report

Report Includes:

  • Daily usage breakdown
  • Feature-wise consumption
  • User activity logs
  • Trend analysis
  • Recommendations

Scheduled Reports​

Set up automatic usage reports:

  • Weekly email summaries
  • Monthly usage reports
  • Quarterly trend analysis
  • Custom report schedules

Frequently Asked Questions​

When does my usage reset?​

Usage resets at the start of each billing cycle (the date you subscribed or renewed).

What happens if I exceed my invoice limit?​

You'll receive notifications and may need to upgrade to create more invoices.

Can I purchase additional invoices without upgrading?​

Currently, you need to upgrade to a higher plan. Contact sales for custom options.

How is storage calculated?​

Storage includes all data: invoices, customers, products, attachments, and backups.

Do deleted invoices count toward my limit?​

No, only active and draft invoices count. Deleted invoices are removed from your quota.

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