---
title: "What is the process for generating and applying a check payment to a recurring billing invoice for a customer's ongoing monthly membership?"
slug: "process-generating-applying-check-payment-recurring-billing-invoice"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:17:33Z
published: 2026-10-16T01:17:33Z
canonical: "help.servicetitan.com/process-generating-applying-check-payment-recurring-billing-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.

# What is the process for generating and applying a check payment to a recurring billing invoice for a customer's ongoing monthly membership?

## Problem

A customer's monthly membership invoice was not automatically generated because they paid by check. You need to manually generate the invoice and apply the check payment.

## Solution

By following these steps, you can manually generate a billing invoice for a customer's monthly membership and apply their check payment, even if the payment exceeds the invoice amount.

#### Generate a manual recurring membership billing invoice

1. Go to the navigation bar and click **Accounting**.
2. Click **Recurring Billing**.
3. Select **Create Run** and set a date range for the invoice, using the customer's next billing date as both the start and end date.
4. Click **Search Customers** to find the customer in question.
5. Select the customer and click the dropdown next to *Generate and Charge invoice.*
6. Select **Generate only invoice** for their account.
7. On the *Generate Invoice* pop-up, name the run in the **Name This Run** field and click **Generate Invoice**. For more information, see [Process recurring billing for memberships and service agreements](/residential-s-r/docs/process-recurring-billing-for-memberships-and-service-agreements).
8. On the *Completed* pop-up, click **View Results** to see the generated invoice.

Once the invoice is generated, you can go to the next step to apply the check payment directly to the invoice.

#### Apply the check payment

1. Collect the check payment from the customer.
2. If the check amount is more than the invoice, you will apply the excess as a credit to the customer's profile. This credit can be used for future billing.
3. Go to the newly generated invoice.
4. Apply the check payment to this invoice. If there's an excess, it will automatically become a credit on the customer's profile.

For future invoices, you can apply the existing credit directly from the customer's profile. For more, see [Apply available credit to an invoice](/residential-s-r/docs/apply-credit-or-payment-to-an-invoice).