--- title: "Renew a membership" slug: "renew-a-membership" tags: ["Area - Convex", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial"] updated: 2026-10-16T01:13:46Z published: 2026-10-16T01:13:46Z canonical: "help.servicetitan.com/renew-a-membership" --- > ## 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. # Renew a membership ## Overview You can renew an expiring Customer Membership on an in-progress job or directly from the customer or location profile. --- ### ****Who uses this feature**** - Office employees - Primarily for 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 - After you renew a membership, you can print or email the renewal invoice to the customer. For more, see [Generate, print, and email membership renewal estimates](/residential-s-r/docs/generate-print-and-email-membership-renewal-estimates). - For details on how to follow up on expiring memberships, log follow up notes, and sell membership renewal estimates, see [Follow up on expiring memberships](/residential-s-r/docs/follow-up-on-expiring-memberships). - When you renew a membership, ServiceTitan fills in the *Invoice Summary* on the renewal invoice with the membership type's display name, followed by *Renewal*—for example, *Gold Membership Renewal*. If the membership type doesn't have a display name, ServiceTitan uses the membership type name instead. Invoices created before this update keep their original summary. ## Renew a membership on an in-progress job or estimate If a customer wants to renew a membership while the technician is performing a job, you can renew it from the customer or Location Record. If the customer has multiple memberships, you can select the one the customer wants to renew. For example, if a customer has a Gold Membership at multiple locations, when adding the Renewal task to the invoice or estimate, you can select which membership the customer is renewing. To renew a membership while the technician is on a job or giving an estimate, [add the membership renewal task to the invoice or estimate.](/residential-s-r/docs/renew-memberships-in-servicetitan-mobile) ## Renewing without a job in progress If a customer wants to renew a membership ahead of schedule and there's no job in progress or membership renewal estimate, you can renew a membership from the customer or location record. To renew membership from the Customer Record: 1. Open the customer record for which you want to renew the membership. 2. Click the membership you want to renew. 3. Click **Renew Membership**. ![membership details](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-a-membership-image-2k6lfz5o.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A02Z&se=2026-11-09T12%3A29%3A02Z&sr=c&sp=r&sig=9Ns7v9osAMwUvqGlMUU5jIt01iX2eLJGupB5vXYVQBI%3D) 4. *Create Invoice Membership Renewal Invoice* opens. 5. Select the membership renewal details: 1. From the **Membership Renewal Task** dropdown, select a task. 2. From the **Duration / Billing** dropdown, select a duration. The invoice of the renewal membership opens. 6. When you’re finished, click **Create**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/renew-a-membership-image-6rq5wxi5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A02Z&se=2026-11-09T12%3A29%3A02Z&sr=c&sp=r&sig=9Ns7v9osAMwUvqGlMUU5jIt01iX2eLJGupB5vXYVQBI%3D) ## Want to learn more? - See [Generate, print, and email membership renewal estimates](/residential-s-r/docs/generate-print-and-email-membership-renewal-estimates) - See [Follow up on expiring memberships](/residential-s-r/docs/follow-up-on-expiring-memberships) 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) 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) 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) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)