---
title: "Configure memberships for revenue paid up front"
slug: "configure-memberships-for-revenue-paid-up-front"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:11:41Z
published: 2026-10-16T01:11:41Z
canonical: "help.servicetitan.com/configure-memberships-for-revenue-paid-up-front"
---

> ## 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.

# Configure memberships for revenue paid up front

## Overview

When adding memberships, you can require a customer to pay for a membership up front by recognizing revenue immediately after the customer pays once when using cash basis accounting rather than accrual accounting. To learn more about Deferred revenue and accrual accounting, see [Setup deferred revenue for Recurring services](/residential-s-r/docs/set-up-deferred-revenue).

> **Note:** All information in this step-by-step workflow is based on a membership paid up front for which revenue is realized at the point of sale.

---

### 

****Who uses this feature****

- Administrators, Managers, and Accountants
- Primarily benefits Residential Service and Replacement business types
- Applies to all trades

****Feature configuration****

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask)for details.

## 

## Things to know

- If this accounting scenario does not apply to you, see [Membership accounting options](/residential-s-r/docs/membership-accounting-options) to learn about other membership accounting options.
- You will need to set up Recurring service types and recurring service Invoice templates before you set up membership add-ons.

## Step 1: Add a membership

Membership setup, including creating a new membership, is done in the Memberships wizard:

1. Go to the to toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D).
2. From the side panel, click **Invoicing** > **Membership types**.
3. Click **Add**.
4. In the *Basics* section, add membership basics, then click **Save & Next**.
5. In the Duration & Billing step of the *Basics* section, select *Duration* as **Fixed.**
6. For the *Billing Frequency* select **Upfront**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-7djwtqk3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D)
7. Click **Save & Next**.
8. Fill out the rest of the information in the Billing section and click **Save & Next.**
9. In the *Recurrences* section, click **Point of sale**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-q0wozfi0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D)
10. Click **Save & Next**.

To learn more about membership settings, see [Create membership types](/residential-s-r/docs/create-membership-types).

## Step 2: Set up tasks for the membership

The Memberships Wizard or Pricebook column shows whether membership setup is part of the Memberships wizard or done directly in Pricebook.

After you’ve added a membership, you can configure the membership to create a new sale or Renewal task.

| Task | **Purpose** | **Fields** | **Membership Wizard or Pricebook** |
| --- | --- | --- | --- |
| Create a new sale task | A new sale task is placed on the invoice to sell a membership. | **Details** - **Code**—Service code entered when adding a task - **Name**—Display name technicians see when adding the task from the field - **Item Description**—Description of the task that appears on the invoice - **Price**—Standard price of the task - **General ledger account (income account)**—Choose which income account the new service is tied to. Enter the name of the account only. - **Taxable**—Select this box to enable taxable status. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-clfsjxyz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) **Commission tab** Enter a bonus amount or commission you want to pay when the membership sells. - **Hours**—Sold/billable hours for the task - **$ Bonus**—Flat rate bonus for this task - **% Bonus**—Bonus percentage paid for this task - **Pay tech-specific bonus**—Selecting this checkbox will pay the Default Adjustment Rate according to the technician's bonus settings. This allows a different percent bonus for each technician. - **Pays Commission**—Select this box if the technician should receive a commission for this service. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-une6d4if.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) **Materials Tab** Materials are usually not attached to a new membership sale. **Equipment Tab** Equipment is usually not attached to a new membership sale. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-8gbt4gb5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) **Workflow tab** Text in the tab will be automatically populated with the membership name. | **Membership wizard** Creating a new sale task is done in the second step of the memberships wizard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-qnxbkely.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) If you want to select an existing pricebook task, you can use the Memberships wizard. Click **Billing**>**New Sale Tasks**>**Existing Tasks**. In the Existing Tasks field, select from an existing pricebook task. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-1conczls.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) |
| Create a renewal task | Renewal tasks are used when you generate renewal estimates. You can also add renewal tasks to an existing invoice if the customer indicates they want to renew their membership. | **Details** - **Code**—Service code entered when adding a task - **Name**—Display name technicians see when adding the task from the field - **Item Description**—Description of the task that appears on the invoice - **Price**—Standard price of the task - **General ledger account (income account)**—Choose which income account the new service is tied to. Enter the name of the account only. - **Taxable**—Select this box to enable taxable status **Commission tab** - Enter any bonus amounts or commission you want to pay out when the renewal sells. - There is no need to enter sold hours on the renewal task. **Materials tab** - Materials are usually not attached to a membership renewal. **Equipment tab** - Equipment is usually not attached to a membership renewal. **Workflow tab** The number of months is the duration of the renewal (number of months before the renewal membership will expire). | **Membership wizard** Creating a new sale task is done in the second step of the memberships wizard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-d744sxcl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) If you want to select an existing pricebook task, you can use the Memberships wizard. Click **Billing**>**New Sale Tasks**>**Existing Tasks**. In the Existing Tasks field, select from an existing pricebook task. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-27p26p2c.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) |

## Step 3: Set up recurring services

While you are at a customer job site, you may have time to perform work related to the customer’s membership. By marking a recurring service as complete, you will make sure that the office does not schedule unnecessary work, or work that you have already performed.

| **Task** | **Purpose** | **Fields** | **Membership Wizard or Pricebook** |
| --- | --- | --- | --- |
| Create a recurring service type | Every service included with a membership needs to have a separate recurring service type. The recurring service type will determine the frequency of the membership service. To assist customer service representatives, you can enter job details in the Memberships wizard. | - **Tags**—Recommended: Enter a tag for the recurring service. This tag will be applied to all jobs when the service is booked. - **Invoice template**—The invoice template used when the service is booked. - **Business Unit**—Business units allow you to keep multiple business sectors separate. - **Job Type**—Job types are used to preset certain variables when the job is booked, including duration, tags, priority level, and default included services. See How to set up and use Job Types for more information. - **Priority**—Urgency level for the job - **Campaign**—Campaigns help you automatically track the source of all your incoming leads. - **Job Summary**—A description of the job visible to the technician and back office employees - **Recurrence type**—The interval at which the service is repeated. Choose from weekly, monthly, seasonal, or daily - **Interval**—Amount of time between service - **Duration Type**—Choose from a continuous type of duration of if the customer purchased a finite number of visits. | **Membership wizard** Create deferred revenue tasks in the third step of the Memberships wizard by clicking **Recurrences**>**Create New Service**>**Save**). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-4altf92z.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) You can also use the Memberships wizard to attach an existing recurring service (Step Three:**Recurrences**>**Add Recurring Services**>**Add Existing Service**). The deferred revenue tasks are already be on the recurring service invoice template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-memberships-for-revenue-paid-up-front-image-htgmho3g.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A47Z&se=2026-11-09T12%3A31%3A47Z&sr=c&sp=r&sig=GtbOk%2F%2F4SRXc5gWu6j0tYZm4ZX7et2eOEhXb7aBPM%2BU%3D) |

> **Note:** To edit an existing recurring service type, click **Settings > Invoicing > Recurring Service Types.**

## Optional: Set up add-ons for the membership

| **Task** | **Purpose** | **Fields** | **Membership Wizard or Pricebook** |
| --- | --- | --- | --- |
| Add membership add-ons | You can customize membership plans with add-on services and add-on charges. When you sell an add-on, the add-on price will be rolled into the membership (the customer does not see a breakdown). If the add-on is for an extra recurring service or recurring service upgrade, these services will automatically appear on the membership. | Set up a pricebook task for each membership add-on. When doing so, you can: - Add up-front charges to the membership - Add a new recurring service to the membership - Upgrade an existing recurring service See [How to set up membership add-ons](/residential-s-r/docs/set-up-membership-add-ons) for more information about setting up membership add-ons. | **Pricebook** Create membership add-ons in the pricebook by clicking **Settings**>**Invoicing**>**Pricebook**). When adding a new service, add the membership add-on price to the Add On Price field in the Details tab. |

## 

## Want to learn more?

- See [Using membership features](/residential-s-r/docs/using-memberships-features)

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

The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events.

[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)

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)

A pricebook service item that renews a membership when added to an invoice. Every fixed-duration membership type needs a renewal task to renew the membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)