---
title: "Why is the recurring service invoice template not showing in the invoice template settings?"
slug: "why-is-the-recurring-service-invoice-template-not-showing"
tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"]
updated: 2026-10-16T01:17:48Z
published: 2026-10-16T01:17:48Z
canonical: "help.servicetitan.com/why-is-the-recurring-service-invoice-template-not-showing"
---

> ## 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.

# Why is the recurring service invoice template not showing in the invoice template settings?

## Problem

The Invoice template does not show up in the invoice template settings. That is because it was created in the Membership type setting, not in the main invoice template settings.

## Solution

If you choose to create an invoice template from scratch in the *Add recurring Service* step in the membership type settings, it won't appear in the invoice template settings for later use.

#### Check if the invoice template is currently active

1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/organize-and-reorder-technician-teams-image-64mayqjl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A35%3A16Z&se=2026-11-09T12%3A35%3A16Z&sr=c&sp=r&sig=NbRHgpmcGGbZzJQk1xSBKBUVsLYS6UOGMSD7x2gGFvY%3D) **> Invoicing > Invoice Templates.**
2. Check if the invoice template in question is currently active.
  1. If not, click on **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A35%3A16Z&se=2026-11-09T12%3A35%3A16Z&sr=c&sp=r&sig=NbRHgpmcGGbZzJQk1xSBKBUVsLYS6UOGMSD7x2gGFvY%3D).
  2. Set the filter to show *Inactive* templates.
  3. Click **Filter** to apply the setting.

If your template is still not found, it means it was created within a membership type itself.

#### To create a new template that shows up in Invoice template settings

1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/organize-and-reorder-technician-teams-image-64mayqjl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A35%3A16Z&se=2026-11-09T12%3A35%3A16Z&sr=c&sp=r&sig=NbRHgpmcGGbZzJQk1xSBKBUVsLYS6UOGMSD7x2gGFvY%3D) **> Invoicing > Invoice Templates.**
2. Click **Add.**
3. Fill in the template details as required.
4. Save your new template.

#### To customize a template for a specific membership

1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/organize-and-reorder-technician-teams-image-64mayqjl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A35%3A16Z&se=2026-11-09T12%3A35%3A16Z&sr=c&sp=r&sig=NbRHgpmcGGbZzJQk1xSBKBUVsLYS6UOGMSD7x2gGFvY%3D) **> Invoicing > Membership Type.**
2. Select the membership type you want to edit.
3. Click on **Recurring services**.
4. Edit or add the invoice template directly within this section.
5. Save your changes.

> [!NOTE]
> **Note:** Remember, changes made to templates within a membership's recurring service do not affect the main invoice templates.

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)

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)

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)