--- title: "Incorrect Deferred Revenue Billing Templates report" slug: "incorrect-deferred-revenue-billing-templates-report" tags: ["Area - Memberships", "Role - Admin", "Role - Accountant", "Type - Residential", "Type - Commercial", "Focus - Construction", "Focus - Service Replacement"] updated: 2026-10-16T01:14:32Z published: 2026-10-16T01:14:32Z canonical: "help.servicetitan.com/incorrect-deferred-revenue-billing-templates-report" --- > ## 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. # Incorrect Deferred Revenue Billing Templates report ## Overview The *Incorrect Deferred Revenue Billing Templates* report lists customer memberships that have a task on their billing template that sells or renews a membership. The report scans active membership records and surfaces any whose billing template includes a task with a "sell membership" or "renew membership" workflow action. Use it to find and correct these memberships so your deferred revenue records stay accurate and your account passes the related TitanAdvisor checkpoint. --- ### #### Who uses this feature - Administrators, accountants, and office employees - Applies to all 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. - This report is shared by default with *Admin*, *General Office*, and *Accounting* roles. Reporting permissions still apply: an employee must have access to the report template and report category, plus sharing access, to open the report. ## Things to know - This is a built-in report. You don't need to create it from a template. Search for it by name under **Reports**. ![User interface displaying report options and a highlighted template selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-tuw0sogr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) > [!NOTE] > **Note:** If you want to create this report from a template, you can find it under *Membership Billing Template Audit* when creating a new report. ![Selecting the Membership Billing Template Audit in the report creation interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-39wmal6j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) ## How to find this report 1. Go to the navigation bar and click **Reports**. 2. Search for **Incorrect Deferred Revenue Billing Templates**, then click the report name. 3. Set any available filters, then click **Run Report**. ![Report interface displaying incorrect deferred revenue billing templates and options to run report.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-w17qiubf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) > [!NOTE] > **Note:** A membership record appears on this report only when its billing template contains a task whose workflow action sells or renews a membership. An empty result means no incorrect billing-template tasks were found. > [!TIP] > **Tip:** This report is most useful when reviewed on a regular schedule so that billing-template errors are caught early. You can schedule this report by clicking **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) next to the report name and then selecting **Schedule**. For more, see [Schedule reports](/residential-s-r/docs/schedule-reports). ## Report data fields - **Customer ID:** The unique identifying number of a customer. - **Membership Type:** The type of membership associated with a customer or service location. - **Task Name:** The name of the task. - **Customer Name:** The name of the customer associated with a record. - **Task ID:** The unique identifying number of a task. Distinct from the Task Number, which is the human-readable assigned number. - **Task Type:** The task type associated with a task. For more on data fields, see [Learn about report data fields in the Reporting Dictionary](/residential-s-r/docs/learn-about-report-data-fields-in-the-reporting-dictionary-1). ## How to fix records on this report A billing template should only charge the recurring membership fee. When a task that sells or renews a membership is added to a billing template by mistake, that task runs its workflow action every time billing processes, which can create unintended membership records or renewals and throw off deferred revenue reporting. If a membership record appears on this report, edit the billing template to replace the task with one that does not have a sell-membership or renew-membership workflow action: 1. Go to **Settings > Invoicing > Membership Types**. 2. Click **Edit** next to the membership type that needs to be fixed. 3. Click the **Billing** dropdown at the top then select **Billing Template**. ![Membership editing interface showing billing options and summary details for a plan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-9c45pobb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 4. Click **Edit**. ![Editing membership billing template for recurring invoices and service pricing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-stophoj0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 5. Click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) next to the task that has a *Sell Membership* or *Renew Membership* action. ![Billing invoice showing monthly dues for Septic Spic and Span service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-ycsrv9bt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 6. If needed, click **Add Service** to replace the previous task with one that does not use the *Sell Membership* or *Renew Membership* action. 7. Save your changes. Updating these settings only applies to future memberships, not memberships on the report. To update memberships on the report, follow the steps below after updating your settings: 1. Open the membership record. ![Customer membership details for Dai Hao, including types and billing durations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-3p1s4lqm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 2. Click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D). ![Customer details for Septic Spic and Span Plan, including contact and billing information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-0y74bc4c.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 3. Scroll to the *Billing Template* section and click **Edit**. ![Membership details for Septic Spic and Span plan including billing information and status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-07ouomoz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 4. Click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) next to the task that has a *Sell Membership* or *Renew Membership* action. ![Billing invoice template showing services, prices, and total amount due.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/report-guide-incorrect-deferred-revenue-billing-templates.md-image-07k4c7at.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A38Z&se=2026-11-09T12%3A29%3A38Z&sr=c&sp=r&sig=U%2FvCLPsWpkStObxVS%2BUteyq2ig9l9M70Y4gv2mtQ09s%3D) 5. If needed, click **Add Service** to replace the previous task with one that does not use the *Sell Membership* or *Renew Membership* action. 6. Save your changes. ## Want to learn more? - See [Set up deferred revenue](/residential-s-r/docs/set-up-deferred-revenue) - See [Configure invoice templates for deferred revenue](/residential-s-r/docs/configure-invoice-templates-for-deferred-revenue) - See [Run, filter, and export reports](/residential-s-r/docs/run-filter-and-export-reports)