โ† Help Center
๐ŸงพInvoicing & Quotes

Understanding Invoice/Quote Limits by Plan

How many documents you can create per month on each plan, and what happens at the limit.

What the limit is

Each plan includes a monthly quota of new quotes and invoices: Starter 25/month, Growth 75/month, Scale unlimited. Trial organizations have no limit for the 14-day trial period.

Why it's metered monthly rather than a lifetime cap

A monthly quota resets your capacity every month rather than permanently using it up, which matches how invoicing volume actually works for most small businesses โ€” busy months and quiet months, not a fixed lifetime total.

When you'll hit it

Only if you're creating a genuinely high volume of documents in a single month โ€” most Starter and Growth businesses won't come close. If you do, it's usually a sign the next plan tier fits your volume better.

What happens at the limit

Creating a new document is blocked with a clear upgrade message once you hit your plan's monthly quota โ€” existing documents remain fully visible, downloadable, and shareable. The block only affects creating *new* ones until the quota resets next month or you upgrade. See Upgrading or Changing Your Plan.

Understanding Invoice/Quote Limits by Plan | Allsorts CRM Help | Allsorts CRM