--- title: "Attach invoice templates to recurring service and membership types" slug: "attach-invoice-templates-to-recurring-service-and-membership-types" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:12:19Z published: 2026-10-16T01:12:19Z canonical: "help.servicetitan.com/attach-invoice-templates-to-recurring-service-and-membership-types" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Attach invoice templates to recurring service and membership types ## Overview Attach Invoice templates to recurring Membership types to help generate billing invoices or to Recurring service types to help generate invoices for service visits included with memberships. --- ### ****Who uses this feature**** - Managers and administrators - Primarily benefits Residential Service and Replacement business types - Applies to all trades ****Feature Configuration**** - Account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - You can [create invoice templates](/residential-s-r/docs/create-and-edit-invoice-and-billing-templates) before attaching them to recurring service and membership types. - Invoice templates created within membership or recurring service types do not appear on your Invoice Templates screen. You can edit them within the [membership type](/residential-s-r/docs/edit-membership-types) or [recurring service type](/residential-s-r/docs/create-and-edit-recurring-service-types). - If you use Deferred revenue, invoice templates help you account for membership revenue recognized from Recurring service events. For more on deferred revenue, see [Set up recurring revenue](/residential-s-r/docs/set-up-deferred-revenue). > **Note:** Account configuration is required to use deferred revenue. To update your account, please contact [Technical Support](/residential-s-r/docs/contact-servicetitan-technical-support) for details. ## ## Attach an invoice template to a recurring service type Attach an invoice template while [creating a recurring service type](/residential-s-r/docs/create-and-edit-recurring-service-types). #### Attach an existing invoice template In the *Add a Recurring Service Type* record: 1. Click the **Invoice Template** dropdown and select the template you want to use. ![Invoice template](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-uouty4iw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) 2. When you’re done setting up the recurring service type, click **Save**. #### Create a new invoice template In the *Add a Recurring Service Type* record: 1. In the *Invoice Template* dropdown, click **Create Invoice Template**. The *Create Recurring Service Invoice Template* page opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-9i1a8lur.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) 2. Edit the template as needed: 1. To add services: 1. In the *Services* section, click **Add Service**. 2. In the **Search** field, enter the first few letters of the Pricebook service item code. Select the item from the dropdown. ![Dropdown menu displaying options for task creation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-tgz8tkx0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) > [!NOTE] > **Note:** Make sure the total of all services equals $0.00. 3. Enter or edit the description, quantity, unit price, hours, or add-on fields as needed. 2. To add materials: 1. In the *Materials* section, click **Add Material**. The Add Material pop-up opens. 2. In the **Search** field, enter the first few letters of the Pricebook material item code. Select the item from the dropdown. ![Dropdown menu for selecting materials](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-oqikj04v.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) > [!NOTE] > **Note**: You can adjust the quantity of the material item, but the unit price must be $0.00. You cannot add chargeable material items to an invoice template. 3. Enter or edit the description, quantity, chargeable, and unit price fields as needed. 3. When you’re done, click **Add to Recurring Service**. ## Attach a billing invoice template to a membership type Attach billing invoice templates while [creating membership types](/residential-s-r/docs/create-membership-types). #### Attach an existing billing invoice template In the *Billing template* section: 1. Click the **Select Invoice Template** dropdown and select the billing invoice template to use for ongoing billing of the membership. ![Billing template](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-ctxdn9d9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) 2. Click **Save & Next** to continue to the next step. #### Create a new billing invoice template In the *Billing Template* section: 1. Click **Create Billing Template** to set up a new invoice template. ![Select or create a billing template](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-3fwm1whz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D)The *Create Billing Invoice Template* page opens. 2. Edit the template as needed: 1. To add services: 1. In the *Services* section, click **Add Service**. 2. In the **Search** field, enter the first few letters of the Pricebook service item code. Select the item from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-invoice-templates-to-recurring-service-and-membership-types-image-2u5lq4fb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A28Z&se=2026-11-09T12%3A30%3A28Z&sr=c&sp=r&sig=RWBmYxfbPeQ7a4hCDFcWUBgmhISZGM7vGblXIQEwkqE%3D) 3. Enter or edit the description, quantity, unit price, or add-on fields as needed. > [!NOTE] > **Note:** You can adjust the unit price of the item. This only affects the price on the invoice template and doesn’t affect the Pricebook item. 3. When you’re done, click **Add to Membership Type.** ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Setting Up Memberships](https://servicetitan.docebosaas.com/academy/learn/courses/390/Setting-Up-Memberships) - See [Edit membership types](/residential-s-r/docs/edit-membership-types) - See [Set up recurring revenue](/residential-s-r/docs/set-up-deferred-revenue) Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Billing templates are a type of invoice template that include the pricebook item used to generate billing invoices for ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)