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 is the business unit on the membership invoice different from the customer's membership business unit?

Prev Next

Problem

The membership invoice shows a different business unit than the customer's membership.

Solution

This issue might occur after renewing an old membership. If the wrong business unit is on the invoice, resell the membership to correct it:

  1. Go to the Membership section in the Customer Record.

  2. Renew the membership or sell a new one.

  3. When renewing, make sure to select the correct business unit.

  4. Check the new invoice to make sure the invoice now has the correct business unit.