Membership Billing - FAQLast updated on 10/13/2022

The charging process happens in the following order:

1. ServiceTitan will look to charge the preferred payment method on the customer's membership.

2. If there is no preferred payment method, ServiceTitan will charge the primary payment method on the customer record. If it fails, go to step 3.

3. If there is no primary payment method specified and several saved payment methods on the customer, ServiceTitan will choose to charge the payment methods in order of when they were added from oldest to the most recent.

Yes, for memberships set to be billed on a date that does not exist in February, the system will update their next billing date to February 28th. Note: Currently, the change to the 28th will impact the next month. You can use automatic billing rules and create one billing rule that encompasses the next billing dates from the 28th to the 31st. It will help ensure no billing dates are missed in the future.

These two date fields refer to the Next Billing Date of a customer’s membership. When you set a range and click Search Members, ServiceTitan searches for all active memberships with a Next Billing Date that falls into the selected date range.

When you click Search Members on the Create Run page, you will be presented with a data table for all the members that fit your search criteria. If there are any memberships with a Next Billing Date prior to the date range you specified, you will see a button indicating the number of memberships you have skipped over. Click that button to update the next billing dates for these customers and have the option to bill them for missed dates.

Yes, as long as the rules for a single membership type do not have overlapping dates, multiple rules can be applied to a single membership type. For more information, see Manage automatic membership billing rules.

There isn't a way to exclude a specific customer when you create an automatic billing rule, but there are a few workarounds that could be employed:

To create a billing invoice, but not charge the customer:

• Set the preferred payment method on the membership to Cash to ensure the customer does not get billed. Note: If this invoice has an invoice total that remains unchanged, or if no payment is applied, it will add to the customer’s overall account balance in ServiceTitan

To avoid the customer having an invoice created or charged:

• This requires the customer to have a unique membership type that is not included in any of the set billing rules.