How to Identify Billable Households

If your firm uses household-based billing, you can add a Billable Household column to the All Households page to see which households count toward your current billing period - including both active and inactive households. 

This column helps answer a simple question for each household:

“Does this household currently count toward our billable total?”

This information aligns with the billing totals shown under Firm Admin > Subscription. Click How is this calculated? to see the breakdown:

Add the Billable Household Column

1. Open the All Households page.
2. Click Column Setup.
3. Enable Billable Household.
4. Save your column layout if desired.

Understanding the Column Values

✔️ - Yes

The household is currently considered billable for the active billing period.

This can include households that:

• Are currently active for billing
• Were active earlier in the current billing period and later deactivated

No

The household is not considered billable for the current billing period.

For example:

• The household was never activated during the current billing period
• Any qualifying activity occurred outside the current billing period

Filter the Household List

Once the Billable Household column is visible, you can filter the list by:

• True (billable households)
• False (non-billable households)

Use the filter menu in the column header to apply or clear filters.

This can help you quickly identify:

• All households currently counted toward billing, aside from deleted households
• Households that are not impacting the current billing period

Exporting Billable Household Data

CSV exports of the household list may include the Billable Household column.

This can be helpful for:

• Internal billing reviews
• Audits
• Sharing information with billing contacts
• Charging back clients/advisors for usage

How This Relates to Your Invoice

Household-based billing is calculated using usage during the current subscription period.

A household may count as billable if it was active at any point during the billing period, even if it was later deactivated or deleted.

For additional details about:

• Billing tiers
• Renewal behavior
• Subscription calculations

Refer to our Household Billing article.

Frequently Asked Questions

Why doesn’t the number of billable households match the total shown under Subscription?

The totals shown under Firm Admin > Subscription may include additional billing adjustments or categories that are not reflected directly in the household list, such as credits or deleted households.

The Billable Household column is intended to show the billing status of individual households, while the Subscription page provides the official billing summary.