How can I remove duplicate membership service items? Updated on Jul 10, 2026 Published on Mar 13, 2026
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Open in ChatGPT Ask ChatGPT about this page Open in Claude Ask Claude about this page Prev Next Problem A membership service item —such as a sale task , Renewal task , or Billing task —appears under a category in Mobile Preview when it should not be there.
Solution Unwanted membership services appear because they exist in Pricebook > Services . Deactivate them to remove them from Mobile Preview.
Locate and deactivate the membership service Go to the navigation bar and click Pricebook .
In the side panel, go to Services .
Find the membership service item.
Tip: Check if you have any filters active that might hide services.
Click Actions then select Deactivate .
Click Mobile View and confirm that the correct membership service appears in the category.
A pricebook service item that activates a membership when added to an invoice. Every membership type needs a sale task to sell the membership.
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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.
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A pricebook service item added to a billing invoice template for an ongoing membership. Every ongoing membership type needs a billing task for periodic billing.
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