Service Titan Knowledge Base

Manage automatic membership billing rulesLast updated on 02/23/2023

Make membership billing even easier by processing recurring membership payments automatically based on dates and billing rules you set.

Things to know

  • If a customer has a credit card set as the preferred payment method for membership billing, only that card is used to process billing, even if the customer has additional credit cards on file. If the preferred credit card transaction is unsuccessful, payment processing fails.

  • If a customer has multiple credit cards on file and no preferred payment method selected for membership billing, the customer’s primary credit card is used to process membership billing. If the primary credit card transaction is unsuccessful, an attempt is made with each stored credit card until a transaction succeeds.

Create automatic billing rules

  1. Go to the navigation bar and click Accounting.

  2. From the Invoicing screen, click Recurring Billing.

    The Membership Billing page opens in a new window.

  3. In the side panel, click Automatic Billing Rules.

  4. In the Create a Rule tab of the Automatic Billing Rules section, enter the details of your rule:

    • 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.

    • 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.

    • 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 that you need to generate invoices prior to billing customers.

    • Apply this rule to the following membership types—From the dropdown, select which membership types you want the rule to apply to. If you don’t select any membership types, the rule applies to all memberships.

  5. When you’re done, click Create.

To view the details of an automatic billing run or to follow up on any failed or unattempted payments, view Billing History.

Edit automatic billing rules

In the Automatic Billing Rules section of Membership Billing, click the View Rules tab. Your membership billing rules display.

  • Click Delete to delete a billing rule.

  • Click Edit to change the details of a billing rule. When you’re done, click Save.

Note: If you delete a billing rule after invoices have already been generated, the invoices are billed according to the deleted billing date rule.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.