Service Titan Knowledge Base

Membership Billing Report GuideLast updated on 03/22/2022


Purpose of the Membership Billing Report:

This report provides an overview of customer data specific to membership billing. Data in this report is based on active memberships that have a next billing date within the specified date range.


Common uses for this report:

  • Use this report to view the customer name, membership type, payment method, invoice template, invoice total, and more.


How to find this report:

Click Reports > Search Membership Billing > Click the report name. Then you will be able to set filters and run the report.


Report filters

Type

Filter by type. This report can be run by a single membership type or all membership types.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.


View or download the report

Click Update to view the report.

The report can be downloaded in three different formats:

  • Download PDF

  • Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)

  • Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)


Explanation of report columns

The report includes the following columns:

(Report columns)

Customer

Bill To customer on the invoice.

Next Billing Date

Next date the customer is billed for the membership.

Membership Type

Type of membership attached to the customer.

Customer’s Primary Payment Method

Type of payment the customer chooses to pay for the membership services.

Preferred Payment Method

Type of method the customer desires to pay for the membership.

Billing Template

Billing template attached to the recurring service as indicated in the customer record.

Template Total

Total of all the items on the template.

Sum of all the items on the billing template] Trigger: Job completed.

Invoice Total

Total of all the items on the invoice.

[Sum of all the items on the billing template + taxes]



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