--- title: "Set preferred payment methods for membership billing" slug: "set-preferred-payment-methods-for-membership-billing" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Residential"] updated: 2026-10-16T01:13:28Z published: 2026-10-16T01:13:28Z canonical: "help.servicetitan.com/set-preferred-payment-methods-for-membership-billing" --- > ## 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. # Set preferred payment methods for membership billing ## Overview You can set a preferred payment method for processing a customer’s membership billing based on their stored payment methods. This payment type can be different from the primary payment method your customer uses to pay for jobs. [Set preferred payment methods for membership billing Video](https://fast.wistia.net/embed/iframe/to2w63yuxi?web_component=true&seo=true&videoFoam=false) --- ### ****Who uses this feature**** - Office employees - Primarily benefits Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - Account configuration required. To enable this feature, please contact the ServiceTitan Payments team at [paymentsetup@servicetitan.com](mailto:paymentsetup@servicetitan.com). Things to know - If a Customer Membership has a preferred payment method selected, only that method is used to process billing, even if the customer has additional [stored payment methods](/residential-s-r/docs/manage-stored-customer-payment-methods). - If a customer has multiple payment methods on file and no preferred payment method selected for membership billing, the customer’s primary payment method is used to process membership billing. If the primary method is unsuccessful, an attempt is made with each stored method until a transaction succeeds. - Enable [Membership Renewal Protection](/residential-s-r/docs/membership-renewal-protection) to prevent billing errors when [processing membership billing](/residential-s-r/docs/process-recurring-billing-for-memberships-and-service-agreements). Each month, expired and outdated customer credit cards are automatically updated, minimizing the number of failed payments. ## Set a preferred payment method on a customer membership 1. [Search for](/residential-s-r/docs/use-search-in-servicetitan) and open the Customer Record whose membership’s payment method you want to set. In the *Membership* section, click the membership you want to update. ![Membership details showing active and expired](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-preferred-payment-methods-for-membership-billing-image-768txiq7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A00Z&se=2026-11-09T12%3A29%3A00Z&sr=c&sp=r&sig=YsD8bX8qNUowDaAbjkTSQEPDGFKJG5u3BW3Q3bgIk%2BI%3D)The membership record opens. 2. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-preferred-payment-methods-for-membership-billing-image-jwhufmdc.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A00Z&se=2026-11-09T12%3A29%3A00Z&sr=c&sp=r&sig=YsD8bX8qNUowDaAbjkTSQEPDGFKJG5u3BW3Q3bgIk%2BI%3D)** on the right side of the screen. ![membership details for customer](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-preferred-payment-methods-for-membership-billing-image-jumtsu4r.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A00Z&se=2026-11-09T12%3A29%3A00Z&sr=c&sp=r&sig=YsD8bX8qNUowDaAbjkTSQEPDGFKJG5u3BW3Q3bgIk%2BI%3D)The *Edit Membership* screen opens. > [!NOTE] > **Note:** If a preferred payment is not selected, the customer’s primary payment method is used. 3. Click the **Preferred payment method** dropdown and select the payment method. ![Form fields for billing dates and payment method](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-preferred-payment-methods-for-membership-billing-image-1lmi0k36.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A00Z&se=2026-11-09T12%3A29%3A00Z&sr=c&sp=r&sig=YsD8bX8qNUowDaAbjkTSQEPDGFKJG5u3BW3Q3bgIk%2BI%3D) 4. When you're done, click **Save**. The updated payment method appears on the membership record. ![Membership details showing active status and preferred payment method.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-preferred-payment-methods-for-membership-billing-image-xslbi8cv.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A00Z&se=2026-11-09T12%3A29%3A00Z&sr=c&sp=r&sig=YsD8bX8qNUowDaAbjkTSQEPDGFKJG5u3BW3Q3bgIk%2BI%3D) ## ## Want to learn more? - See [Edit customer memberships](/residential-s-r/docs/edit-customer-memberships) - See [Membership Billing FAQ](/residential-s-r/docs/recurring-billing-faq) 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) 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)