---
title: "What measures can be taken to prevent customers from booking another recurring service event if the previous invoice has not been paid?"
slug: "what-measures-can-be-taken-to-prevent-customers-from-booking-another-recurring-s"
tags: ["Role - Admin", "Role - CSR Dispatch", "Focus - Service Replacement", "Type - Residential", "Area - Memberships"]
updated: 2026-10-16T01:19:26Z
published: 2026-10-16T01:19:26Z
canonical: "help.servicetitan.com/what-measures-can-be-taken-to-prevent-customers-from-booking-another-recurring-s"
---

> ## 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 measures can be taken to prevent customers from booking another recurring service event if the previous invoice has not been paid?

## Problem

Customers can book another recurring service event even if they haven't paid for the previous one.

## Solution

Add a note to the customer's profile and membership letting others know that they have an unpaid invoice and no additional Recurring service events should be scheduled until the invoice is paid. You can also create a tag to indicate this, and add it to their customer profile.

#### Add a note to the customer profile

1. Go to the customer's profile.
2. Go to the *Notes* section and click **Add Note**.
3. Enter a clear message about the unpaid invoice and the restriction on booking new services. For example, you can enter "Customer has an unpaid invoice for the last service. Do not book another recurring service event until the previous invoice is paid."
4. Save the note to the customer's profile.

#### Add a note to the customer membership

1. Go to the customer's profile.
2. Go to the *Memberships* section.
3. Select the membership related to the recurring service.
4. Click **Edit**.
5. In the **Memo** field, enter a note similar to the one added to the customer profile, indicating the unpaid invoice and booking restriction.
6. Save the changes to the membership details.

#### Add a tag type

Create a tag to add to the customer profile, notifying users so they don't book another job for the customer before the recurring service event is paid for.

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A46%3A34Z&se=2026-11-09T12%3A46%3A34Z&sr=c&sp=r&sig=csCrMExHV3pOgCFj8dXTkW8xrwXtmGyfLnTOHahLnPY%3D) **> Operations > Tag Types**.
2. On the *Tag Types* screen that opens, click **Add**.
3. Choose a name for the tag so users can understand what it is referring to.
4. When finished, click **Save**.

#### Add the tag to the customer profile

1. Go to the customer profile.
2. Go to the *Customer Details* section or click **Tags**.
3. Add the newly created tag to the *Tags* field.
4. When finished, click **Save**.

By following these steps, you ensure that anyone handling bookings is aware of the unpaid invoice and the policy not to schedule another recurring service event until the payment is received.

Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)