What is an Active Client?
An active client is any client in Ignition with:
An active proposal, or
One or more active services.
A service is considered active if it:
Is currently being billed,
Has not yet been billed, or
Is still within the minimum term of the original proposal.
Examples:
A monthly recurring service remains active until it is stopped or has an end date to the billing.
A service billed on completion remains active until the service is billed and the minimum term has ended.
Overage Charges
A client only counts toward your plan's quota once they have accepted a proposal that has been created through Ignition.
If your active client count exceeds the limit on your plan, you can either pay the additional per-client, per-month fee or upgrade to a higher plan. If you upgrade partway through a billing cycle, your subscription cost will be prorated for that month. Learn more about Ignition subscription plans here.
You can create as many proposals for a single client as you like and that client will only count toward your active client quota once.
Best Practices
Regularly review your active client list.
Use the Active Services report from your Client list to identify clients who may be ready to move to Inactive.
If you are no longer providing a service to a client, or wish to stop generating billing items, end all their services to move them to Inactive.
Consider whether upgrading to Pro is more cost-effective if you consistently exceed the client limit.