Household Billing

If you're wondering how households will be counted for billing or how deleted and deactivated households impact that total, you've come to the right place!

Firm admins within Holistiplan will have the ability to see a number of household statistics when being charged under the per-household pricing model. Those statistics are:

• Current Active: All currently active households
• Deactivated during Current Billing Period: Households that have been made inactive  throughout your firm’s current billing period (this is a rolling year, even if your firm pays monthly). This number resets upon your renewal each year.
• Total Inactive Households: All inactive households, including those that were made inactive in prior billing periods.
• Deleted during Current Billing Period: Households deleted during your firm’s current billing period (this is a rolling year, even if your firm pays monthly). This number resets upon your renewal each year.
• Billable during Current Billing Period: All households active at any point during your firm’s current billing period. Deleting or setting inactive households during a billing period will reduce your firm’s billable households on renewal, but the billable number does not decrease throughout the billing period - it stays the same or grows with the addition or activation of households.

As an example, if your firm began its plan year with 40 Active households on January 3rd, you’d have 40 Billable households at that time. In February, if you set 15 of those households as Inactive, your Billable households at that time would remain at 40, but at renewal, if nothing else about your firm’s households changed, you’d have 25 billable households at that time, and be automatically moved to the 1-30 tier of your subscription type.

As another example with the same starting 40 Active households, assume you set 15 households as inactive, then added 75 active households over the course of the year. At your next renewal date, you will have 100 billable households and renew at the 100-household tier.

In this scenario, you would have started in the 75 Household Tier resulting from your 40 active households at the beginning of the subscription period. Inactivating households over the course of the year does not result in a downgrade of your subscription tier mid-year. Instead, it simply adjusts your household count at the beginning of the next subscription year. Along those same lines, you would move up to the 100 Household Tier when the total number of households (including inactive) exceeded 75, as those changes happened during the course of the year.