--- title: "Sell memberships from the office" slug: "sell-memberships-from-the-office-1" updated: 2026-09-02T19:26:00Z published: 2026-09-02T19:26:00Z canonical: "help.servicetitan.com/sell-memberships-from-the-office-1" stale: true --- > ## 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. # Sell memberships from the office ## ## Overview You can sell memberships from the office by adding them to invoices and estimates. You can also sell memberships without booking a job from a Customer Record. --- ### ****Who uses this feature**** - Office employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## ## Things to know - Memberships are created from Membership types. Make sure you set up membership types for all the memberships you offer. For more, see [Create membership types](/v1/docs/create-membership-types). - Membership sale tasks are pricebook service items used to sell memberships. Adding a sale task to an invoice activates the membership. - Adding a membership sale task to an invoice creates an entry in the Audit Trail. This helps you keep track of added tasks and recurring service recalculations. - When you sell a membership, ServiceTitan fills in the *Invoice Summary* on the membership sale invoice with the membership type's display name—for example, *Gold Membership*. If the membership type doesn't have a display name, ServiceTitan uses the membership type name instead. Invoices created before this update keep their original summary. ## Add a membership to an invoice or estimate 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the invoice or estimate you want to add a membership to. 2. If it’s an estimate, click **+ Task**, then search for and select the membership sale task. 3. If it’s an invoice, click **Add a task**. 4. From the *Add a Task* screen, use the **Name** field to search for the membership sale task by code or keyword, then select the sales task you want. ![membership options and descriptions for selection](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-from-the-office-image-u0tzplu0.png) 5. Click the **Duration & Billing** dropdown, then select a membership duration and billing frequency option for the membership. > [!NOTE] > **Note:** This is only available if the membership type includes multiple duration and billing frequency options. ![Dropdown menu showing billing options](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-from-the-office-image-facs1tph.png) 6. Add any additional details for the membership, then click one of the following options: 1. **Save:** Add the membership new sale task to the invoice. 2. **Save & Select Equipment:** Add the new sale task and select an equipment item at the service location to attach to the membership. 3. **Save & Apply Add-on:** Add the new sale task and [select a membership add-on task](/v1/docs/sell-membership-add-ons-from-the-office). **Note:** *You may only see* ***Save****, depending on the membership type you selected. The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu.* ## Sell a membership without booking a job You can sell memberships with a membership sale invoice, without needing to book a job. > [!NOTE] > **Note:** If you’re not adding a membership to an invoice or estimate, you can only add membership sale tasks and membership add-on tasks to membership sale invoices. The Sell or renew membership from customer or location permission is required to use this feature. Please contact the account administrator on your team. To sell a membership: 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer or Location Record you want to sell a membership to. 2. Click **Sell Membership.** ![Customer profile](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-from-the-office-image-3mazpdao.png) The *Create Membership Sale Invoice* pop-up opens. 3. Enter details for the membership sale invoice: 1. Click the **Business Unit** dropdown field, then select the business unit (BU) you want to assign to the invoice. > [!NOTE] > **Note**: The business unit of the membership will be determined by the business unit of the invoice item selected. If you want to make changes, select a new business unit from the dropdown menu. 2. Click the **Membership Sale Task** dropdown field, then select the pricebook service item that sells the membership. 3. Click the **Duration / Billing** dropdown field, then select a membership duration and billing frequency option for the membership. > [!NOTE] > **Note:** This is only available if the membership type includes multiple duration and billing frequency options. 4. Under *Apply Membership Discount to*, select whether you want to apply any discounts included with the membership to all the customer’s service locations or select a specific location from the dropdown. 5. Under *Recurring services Location*, select whether you want to apply any recurring services included with the membership to all the customer’s service locations or select a specific location from the dropdown. Or, select **Don't add any service** if you don’t want to include recurring services with the membership. 4. When you're finished, click **Create**. ![create a membership sale invoice](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-memberships-from-the-office-image-cz1yeci1.png)The membership sale invoice opens. 5. Complete the sale. Or, you can [add membership add-ons](/v1/docs/sell-membership-add-ons-from-the-office). ## FAQ --- ### #### Why did the membership that I just sold disappear? This can happen if the membership sale or Renewal task is deleted from the invoice where it is sold. When you delete a sale or renewal task, it will also delete the membership that is generated from it. #### Why did the membership activate before the job date, even though the task was added to the invoice for a later date? When you add a membership task to an invoice, the membership activates immediately. This happens even if the job is scheduled for a later date. ## Want to learn more? - See [Memberships glossary](/v1/docs/memberships-glossary) 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) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [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) A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)