Troubleshooting
Role: Administrators · AccountantsArea: Accounting, Recurring Billing · All versions
What you're seeing
You need to change the dates on an automatic billing rule, for example, to shift when recurring invoices generate or bill. You are worried that changing the dates might disrupt your accounting, double-bill customers, or affect invoices and payments you have already posted.
Why this happens
Reason 1
Changing the dates on a billing rule is safe when done from the rule itself.
A billing rule targets memberships whose next billing date falls within the rule's day range and sets when their invoices generate and bill. Editing the rule shifts only the timing of upcoming billing cycles for the customers tied to that rule. It does not change invoices or payments you have already created. The concern usually comes from not knowing where to make the change or what it affects.
Before you start
You need Accounting access to view and edit billing rules. If you do not have it, contact your admin.
Changing a rule's dates affects every customer tied to that rule. Confirm you are editing the right rule before saving.
Rule changes are not retroactive. They take effect from the current month forward and do not change prior periods or invoices and payments you have already posted.
Watch the end of the month. For next billing dates after the 28th, ServiceTitan recommends a single rule that covers the 28th through the 31st so no billing dates are missed. For details, see the recurring billing guide linked below.
How to fix it
Go to the navigation menu and click Accounting.
Click Recurring Billing.
In the side panel, click Automatic Billing Rules.
Edit the rule to change the billing date.
Confirm the changes.
✓ Done · The change applies only to the customers tied to that rule. The next billing cycle runs on the dates you selected, and you can still post and export invoices and payments as usual. Only the dates change.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The name of the billing rule you edited
The old dates and the new dates you set
The customer(s) or membership type(s) tied to that rule
What happened after you saved (for example, unexpected invoices or billing dates)
A screenshot of the rule's date settings
Want to learn more?
Manage automatic membership and service agreements billing rules ›
Full walkthrough for creating and editing automatic billing rules, including the recommended end-of-month (28th–31st) date handling referenced above.