Household Billing

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:

• Billable during Current Billing Period: All households active at any point during your firm’s current billing period.

• 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.
  
  

How Household Billing works:

Your subscription tier is based on peak usage over a 12-month billing period. Once a household is active during that year, it counts toward the firm’s billable total. Even if the household is later deactivated or deleted, that total doesn't decrease mid-year.

This billable household count resets at renewal, reflecting only the households that are active at that point.

In other words:

✓ Deactivating/deleting a household will lower your count at the next renewal

✗ Deactivating/deleting a household will not lower your billable household count during the current year

✗ Deactivating/deleting a household will not free up a slot to add a new household at no extra cost

Example 1

Deactivating households

40 households at the start of the subscription period

− 15 deactivated in March

= 25 billable at renewal

The billing for the remainder of this subscription is based on a 40-household count, as that was the peak active volume during the period. The adjusted 25-household tier will take effect at your next renewal.

Example 2

Deactivating and adding households

40 households at the start of the subscription period

− 15 deactivated during the year

+ 45 added during the year

= 85 billable at renewal

The bill for the rest of this subscription period was bumped to 100 households because 100 households were active at some point during the subscription period. The tier upgrade to the 100 HH plan took effect immediately when that threshold was crossed in September, not at renewal.

Billing for Additional Households and Tier Changes

If adding a household would push your account into the next pricing tier, Holistiplan will prompt you before proceeding.

• Non-admins will see a notification and won't be able to continue. A firm admin must approve the upgrade.
• Firm admins will see a confirmation prompt and must go to Settings > Subscription to allow other users to add households.

Enterprise clients: your billing terms are defined in your contract and may differ from what's described here.

FAQs

Can I deactivate a household and add a new one to stay at the same tier?

No. Deactivating a household doesn't free up a slot. Your billable count for the year includes every household that was active at any point, so adding a new one increases that count regardless of any deactivations.

What's the difference between deactivating and deleting?

For billing purposes, both have the same effect: they reduce the renewal count but don't affect the current year's billable total. The practical difference is that deactivated households can be reactivated; deleted ones are permanently deleted from the system. We recommend deactivating unless you're certain you'll never need the household again.

When does a tier upgrade take effect?

Immediately when the household that crosses the tier threshold is added, not at renewal. Firm admins are shown a confirmation prompt before this happens. Non-admins are blocked and must have an admin approve the upgrade.

My billable household count is higher than my current active count. Is that right?

Yes, and this is the most common source of confusion. Billable household count reflects peak usage for the year; current active reflects right now. If you deactivated households during the year, the two numbers will differ. This is expected, and that gap is exactly what will reduce your billable households at renewal.