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.        

   1. For memberships with a billing date from the _ to the _: Enter a range for the days of the month for the next billing date. For example, if you want to create a rule for memberships billed in the first two weeks of the month, enter 1 and 14.

   2. Automatically generate invoices on the _ of the month: Enter the day of the month that you want invoices to be created. If a month has fewer days than the number entered, the last day of the month is used.

   3. Automatically bill invoices on the _ of the month: Enter the day of the month you want the invoice payments to be processed. If a month has fewer days than the number entered, the last day of the month is used.                

      Tip: The invoice and billing date should be the same unless your workflow requires otherwise.

   4. Apply this rule to service agreement invoices: If the rule works for service agreements as well, check this box. The billing rule will include all service agreement invoices that fit the parameters you selected.

   5. When finished, click Create.

For more, see Manage automatic membership and service agreements billing rules.

Coming ST-78: 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 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. Review the updated invoice summaries. The table footers show the difference between the scheduled total and the target price.

6. When finished, click Save.

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.