---
title: "Why can’t I add a task to a membership invoice?"
slug: "why-can-t-i-add-a-task-to-a-membership-invoice"
updated: 2026-10-15T01:15:43Z
published: 2026-10-15T01:15:43Z
canonical: "help.servicetitan.com/why-can-t-i-add-a-task-to-a-membership-invoice"
---

> ## 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.

# Why can’t I add a task to a membership invoice?

## Problem

The membership task is not appearing when trying to add it to a membership invoice.

## Solution

To make the task visible when adding it to a membership invoice, update the workflow settings for the service item in your Pricebook.

### Check the workflow settings

1. Go to the navigation bar and click **Pricebook**.
2. In the side menu, click **Services.**
3. Find the service item that isn't appearing when adding it to the membership invoice.
4. Select the item, click **Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D), and choose **View/Edit**.
5. Go to the Workflow section.
6. If the workflow is set to **Do Nothing**, this is what's preventing the task from appearing on the membership invoice. Update the workflow so that the task triggers or interacts with the membership. You can choose one of the following options, depending on what you want the task to do:
  1. **Create and activate membership plan:** When this task is added to an invoice, it generates a new membership for the customer.
  2. **Renew an existing membership plan:** When this task is added to an invoice, it renews the customer's expiring membership.
  3. **Adjust the membership being sold with the following changes:** When this task is added as an add-on to a new membership sale or renewal, it modifies the membership based on the selected options below:

![Editing service options for Membership with various task selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/why-cant-i-add-a-task-to-a-membership-invoice-image-x8ekz2e4.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A58Z&se=2026-10-31T03%3A38%3A58Z&sr=c&sp=r&sig=%2FDp6u8lXF9wtO4UwcP0ZuGp3VgFZqJJvAiIF7HzigAE%3D)

> [!NOTE]
> **Note:** The names of memberships and Recurring services may vary based on your account configuration.
    1. Add new recurring service
    2. Add additional tasks to the membership's Billing template
    3. Add additional tasks to the recurring service Invoice template
7. When finished, click Save.
8. Open the **membership invoice**.

> [!TIP]
> **Tip:** Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to perform a hard refresh and ensure updates are applied.
9. Click **Add a Task**.
10. Add the updated service item and click **Save**.

For more, see [Understanding the memberships sales cycle](/v1/docs/understanding-the-memberships-sales-cycle)

Billing templates are a type of invoice template that include the pricebook item used to generate billing invoices for ongoing memberships.

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

Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships.

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

The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events.

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