---
title: "How do I set up automatic billing for service agreements in ServiceTitan? Can I change the billing schedule for a service agreement after activation?"
slug: "how-do-i-set-up-automatic-billing-for-service-agreements-in-servicetitan"
tags: ["Area - Service Agreements", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial"]
updated: 2026-10-16T03:24:18Z
published: 2026-10-16T03:24:18Z
canonical: "help.servicetitan.com/how-do-i-set-up-automatic-billing-for-service-agreements-in-servicetitan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I set up automatic billing for service agreements in ServiceTitan? Can I change the billing schedule for a service agreement after activation?

## Problem

You want to know how to set up automatic billing runs for service agreements. You also want to know if you can change a service agreement's billing schedule after it has been activated.

## Solution

### Create automatic billing rules

1. Go to the navigation bar and click **Accounting**.
2. From the *Invoicing* screen, click **Recurring Billing**.
3. In the side panel, click **Automatic Billing Rules**.
4. In the *Create a Rule* tab of the *Automatic Billing Rules* section, enter the necessary details to set up the automatic billing rule.

For more, see [Manage automatic membership and service agreements billing rules](/commercial/docs/manage-automatic-membership-and-service-agreements-billing-rules).

### Change the billing schedule after activation

You can change the billing schedule on an active service agreement without recreating it:

1. Go to the Customer Record and click **Service Agreements** on the side.
2. Select the active service agreement you want to update.
3. From the service agreement, click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A31Z&se=2026-11-09T18%3A24%3A31Z&sr=c&sp=r&sig=p%2Foqd%2BPf8hihvSjs86poRkWECjBj1VtCW1XOIYtWcCc%3D) at the top then select **Edit Duration and Billing Schedule**.
4. In the *Billing Schedule* section, click the **dropdown** and select the billing schedule you want—for example, change **Quarterly** to **Monthly**.
5. When finished, click **Save**.

> [!NOTE]
> **Note:** The *Edit duration and billing schedule* permission is required to use this feature. Please contact the account administrator on your team. For more, see [Manage service agreement billing and invoices](/commercial/docs/manage-service-agreement-billing-and-invoices).

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)