Process membership billingLast updated on 03/22/2022

• You can manually process billing runs or automatically bill memberships based on billing rules you set.

• 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.

• The Membership Renewal Protection can help protect revenue by automatically updating expired and replaced customer credit cards.

1. Go to the navigation bar and click Accounting.

2. From the Accounting screen, click Recurring Billing.

   The Recurring Billing page opens in a new window.

3. In the Create Run section, enter the start and end dates for your billing run and click Search Customers.

The search results include two tables that include customer, billing, and membership information. You can switch between the tables by clicking the tabs:

• Ready to Bill–These are memberships that have not yet been charged. All billing information is in order.

• Action Required–These memberships cannot be included in the billing run because of an outstanding billing issue, for example, if the membership is missing a billing template or if there is an error with the way a business unit is set up for payments.

You can filter your search results based on the columns listed. For example, you can filter out customers who pay by bank account if you want to do a billing run of just credit card payments.

1. Click More for the column you want to filter.

2. Select the items you want to include in your search.

3. Click Filter.

The search results update automatically. You can add multiple filters to your search results.

Tip: For columns with filters, More is highlighted in blue.

From your search results, click Action required to view the list of memberships with billing issues.

The Alerts column lists the reason the membership has been flagged:

• Primary Payment Method Missing Payment Processor

• Primary Payment Method Invalid

• No Billing Template

• Business Unit Payment Error

Primary Payment Method Missing Payment Processor or Payment Method Invalid

This alert can occur when the payment method was entered incorrectly or is inactive, or if two customer records are merged. Re-enter the payment method and add it to the membership:

1. Update the customer’s payment method with a valid payment method.

2. In the customer’s details screen, under Memberships, click the membership you want to add a payment method to.

3. Click the Edit pencil icon to edit the membership.

4. Click the Select payment method dropdown and select the new payment method.

5. When you’re done, click Save.

No Billing Template

A billing template is required to generate the proper invoice for the membership payment:

1. Click the customer name to open a new window with the customer’s membership details.

2. Click the Edit pencil icon to edit the membership.

3. Next to Billing Template, click the dropdown and select a billing template.

4. When you’re done, click Save.

5. Click Save in the Edit Membership window.

Business Unit Payment Error

This occurs when there is an issue configuring business units with the membership payment. Contact the Support team to resolve this alert.

1. From your billing run search, click the Ready to Bill tab.

2. Select the checkboxes for the memberships you want to bill. You can also select groups of memberships:

   • Select the checkbox above your search results to select the memberships listed on the page.

   • If your search results are more than what’s listed on the page, select the checkbox above your search results and click Select All Memberships to select all memberships in your search.

   • If you used filters and your search results are more than what’s listed on the page, select the checkbox above your search results and click Select All Filtered Memberships to select all filtered memberships in your search.

3. Click Generate And Charge Invoices.

4. In the Charge and Generate Invoices pop-up, enter a name for your billing run in the Name This Run field.

5. Click Charge and Generate Invoices.

The billing run processes invoices in the background. You can continue working in ServiceTitan without interrupting the billing run. When the billing run is complete, an alert appears, Membership billing run is complete. Click View Result to see the details of the run in your Billing History.

Note: Once an invoice has been generated for a membership payment, that membership’s next billing date moves forward to the next billable date and no longer appears for the date range you originally searched for, even if there is still a balance on the invoice. View your Billing History to resolve unpaid invoices.

1. In the Membership Billing page, click the Billing History tab.

   1. Click the Complete tab to view successful billing runs.

   2. Click in the Incomplete tab to view billing runs that contain unpaid invoices.

2. Click the billing run you want to view. For incomplete runs, billing history details are separated into three tabs: Failed Payment, Unattempted Payment, and Paid:

   • Failed Payment—Payment attempt was unsuccessful

   • Unattempted Payment—Payment method is missing or the customer has a non-automatic preferred payment method, for instance, cash or check.

   • Paid—Payment processing was successful

3. You can export a billing run as an .XLSX file by clicking Download.

When all invoices in an incomplete billing run are resolved and have a balance of $0, the billing run moves to the Complete tab.

To resolve a failed or unattempted payment:

1. From the Billing History screen, click Failed Payment or Unattempted Payment.

2. Click the invoice number of the membership you want to add a payment to. The invoice opens in a new window.

3. In the invoice, click Add a payment.

4. Add the payment information.

5. When you’re done, click Save.

Return to the billing run details and refresh the page. If the invoice has $0 balance, it is now listed in the Paid tab.

• Watch Membership Billing

• See Manage automatic membership billing rules

• See Membership Billing FAQ