Service Titan Knowledge Base

Membership accounting optionsLast updated on 03/22/2022

How is the membership billed?

Paid up front

The entire cost of the membership is due when the customer signs up (there is a one-time charge for the membership).

Recurring billing

The customer pays a certain amount up front (for example, a sign-up fee or first month’s dues). Once a customer signs up, there will be recurring billing (repeat billing) for the membership. These are otherwise known as membership charges, or membership dues. You can set up recurring billing for monthly, annual, bi-annual, or even weekly billing.


How do you want to realize revenue?

Revenue realized at the point of sale

Funds collected from the customer go directly into an income account. This means that the memberships revenue is recognized immediately.

Deferred revenue

Funds collected from the customer will go to a liability account; revenue will be realized as services are completed.

The recurring service invoice templates will be set up to trigger revenue recognition.

You can use the Memberships Wizard to set up an allocations table (the percentage of membership revenue that will be realized when the service is performed).


Choose the membership option that's right for you:

Type of membership

Quick Setup guide

Membership paid up front, revenue is deferred

Guide to using the Pricebook to configure memberships

Membership paid up front, revenue is realized at the point of sale

Configure memberships for revenue paid up front

Membership with recurring billing, revenue is deferred

Quick Setup Guide: Membership with recurring billing, revenue is deferred

Membership with recurring billing, revenue is realized at the point of sale

Quick Setup Guide: Membership with recurring billing, revenue realized at the point of sale



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