--- title: "My membership doesn't generate a cancellation invoice" slug: "my-membership-doesn-t-generate-a-cancellation-invoice" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:14:42Z published: 2026-10-16T01:14:42Z canonical: "help.servicetitan.com/my-membership-doesn-t-generate-a-cancellation-invoice" --- > ## 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. # My membership doesn't generate a cancellation invoice ## Problem Users may expect that anytime a membership is cancelled, an invoice will generate. However, there are specific requirements for the membership to generate a cancellation invoice. ## Solution Here are things to check when a cancellation invoice was not created. - [Ensure the membership is set up to use Deferred revenue](/residential-s-r/docs/my-membership-doesn-t-generate-a-cancellation-invoice#ensure-the-membership-is-set-up-to-use-deferred-revenue) - [Ensure the membership doesn't have $0 deferred balance at the time of cancellation](/residential-s-r/docs/my-membership-doesn-t-generate-a-cancellation-invoice#ensure-the-membership-doesnt-have-0-deferred-balance-at-the-time-of-cancellation) - [Check whether or not a cancellation invoice has already been created](/residential-s-r/docs/my-membership-doesn-t-generate-a-cancellation-invoice#check-whether-or-not-a-cancellation-invoice-has-already-been-created) - [Check the membership's initial deferred revenue](/residential-s-r/docs/my-membership-doesn-t-generate-a-cancellation-invoice#check-the-memberships-initial-deferred-revenue) - [Verify Recurring services are active and set up for deferred revenue](/residential-s-r/docs/my-membership-doesn-t-generate-a-cancellation-invoice#verify-recurring-services-are-active-and-set-up-for-deferred-revenue) #### Ensure the membership is set up to use deferred revenue Only memberships that are set to use deferred revenue generate a cancellation invoice at the time of cancellation. 1. Open the Location Record and from the left menu, click **Memberships**. 2. Select the membership. If you see a revenue recognition table, then the membership uses deferred revenue and can generate a cancellation invoice. ![Ensure the membership is set up to use deferred revenue](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/my-membership-doesnt-generate-a-cancellation-invoice-image-zwx1oz16.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A08Z&se=2026-11-09T12%3A30%3A08Z&sr=c&sp=r&sig=85En5bLC3hzch1hW%2BGR%2BVO6rF%2Fpr00J36n%2Bum4A11ZA%3D) To look at a Membership type: 1. Go to **Settings > Invoicing > Membership Types**. 2. Find the membership type and click **Edit**. 3. Navigate to the **Billing > Revenue Recognition**. The membership type will have the checkbox for *Deferred* selected. > [!NOTE] > **Note:** If the membership is not deferred, it is not expected to generate a cancellation invoice. #### Ensure the membership doesn't have $0 deferred balance at the time of cancellation 1. Open the location record and from the left menu, click **Memberships**. 2. Select the membership and scroll down to the *Revenue recognition* table. 3. Check the *Deferred Balance* column. ![Ensure the membership doesn't have $0 deferred balance at the time of cancellation](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/my-membership-doesnt-generate-a-cancellation-invoice-image-7y0i6808.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A08Z&se=2026-11-09T12%3A30%3A08Z&sr=c&sp=r&sig=85En5bLC3hzch1hW%2BGR%2BVO6rF%2Fpr00J36n%2Bum4A11ZA%3D) 4. Compare the cancellation date seen in the *Membership Status History* table with the *Deferred Balance* as of that date. ![Compare the cancellation date](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/my-membership-doesnt-generate-a-cancellation-invoice-image-d8n0hx9f.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A08Z&se=2026-11-09T12%3A30%3A08Z&sr=c&sp=r&sig=85En5bLC3hzch1hW%2BGR%2BVO6rF%2Fpr00J36n%2Bum4A11ZA%3D) > [!NOTE] > **Note:** The goal of the cancellation invoice is to make the deferred balance $0. If this is already the case, a cancellation invoice will not be generated. #### Check whether or not a cancellation invoice has already been created Only one cancellation invoice is created per membership. If you cancel, reactivate, and cancel the membership again, no second cancellation invoice is generated. 1. Open the location record and from the left menu, click **Memberships**. 2. Select the membership you want. 3. Check the *Membership Status History* table for duplicate instances of cancellation. 4. If you notice multiple instances where the status of the membership was changed from *Active* to *Canceled*, compare the date of the cancel action to the date of the *Cancellation Balance* line in the *Revenue recognition* table. ![Check whether or not a cancellation invoice has already been created](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/my-membership-doesnt-generate-a-cancellation-invoice-image-k2btg65b.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A08Z&se=2026-11-09T12%3A30%3A08Z&sr=c&sp=r&sig=85En5bLC3hzch1hW%2BGR%2BVO6rF%2Fpr00J36n%2Bum4A11ZA%3D) > [!NOTE] > **Note:** If a cancellation invoice was generated during the initial cancellation, the date of the *Cancellation Balance* line matches the date of the initial cancel action shown in the *Membership Status History* table. #### Check the membership's initial deferred revenue 1. Open the location record and from the left menu, click **Memberships**. 2. Select the membership you want and click edit. 3. Scroll down and check the *Initial Deferred Revenue* field. If the remaining deferred balance equals the initial deferred revenue, a cancellation invoice will not be generated. This happens because there is no GL account associated with the *Initial Deferred Revenue* field. #### Verify recurring services are active and set up for deferred revenue 1. Open the location record and from the left menu, click **Memberships**. 2. Select the membership you want to review. 3. In the membership details, verify that the **Recurring Service** is active and present. 4. Click the **Recurring Service**. 5. From the *Recurring Service* screen that opens, find the *Invoice template* and click **Edit**. Check that the invoice template is correctly configured to recognize deferred revenue. If needed, add both the positive-dollar and negative-dollar service items associated with the correct GL accounts from your Pricebook to the invoice template to ensure proper revenue recognition. For more, see [Configure invoice templates for deferred revenue](/residential-s-r/docs/configure-invoice-templates-for-deferred-revenue). ![Verify recurring services are active and set up for deferred revenue](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/my-membership-doesnt-generate-a-cancellation-invoice-image-gmrzkuzx.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A08Z&se=2026-11-09T12%3A30%3A08Z&sr=c&sp=r&sig=85En5bLC3hzch1hW%2BGR%2BVO6rF%2Fpr00J36n%2Bum4A11ZA%3D) ### Want to learn more? - See [Cancel and delete Customer Memberships](/residential-s-r/docs/cancel-and-delete-customer-memberships) 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) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [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) 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) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)