---
title: "Membership Billing Legacy Report"
slug: "membership-billing-legacy-report"
updated: 2026-10-16T03:00:57Z
published: 2026-10-16T03:00:57Z
canonical: "help.servicetitan.com/membership-billing-legacy-report"
---

> ## 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.

# Membership Billing Legacy Report

## Overview

This report provides an overview of customer data specific to membership billing. Data in this report is based on active memberships that have a next billing date within the specified date range.

Common uses for this report

- Use this report to view the customer name, Membership type, payment method, Invoice template, invoice total, and more.

> **Note:** Memberships with no Billing template are excluded from the report results.

## How to find this report

1. Click **Reports** in the main navigation menu.
2. On the *Reports* screen that opens, click **Legacy Reports**.
3. In the *Search* field, search for Membership Billing.
4. Click the report name. Then you will be able to set filters and run the report.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-billing-report-guide-image-azs7yykw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A50Z&se=2026-11-01T20%3A50%3A50Z&sr=c&sp=r&sig=TAP4eWSsu2nVRrQRO%2BkpDDCFuDnbgzvHrf%2FJMpT0IFU%3D)

## Report filters

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-billing-report-guide-image-aupzacqm.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A50Z&se=2026-11-01T20%3A50%3A50Z&sr=c&sp=r&sig=TAP4eWSsu2nVRrQRO%2BkpDDCFuDnbgzvHrf%2FJMpT0IFU%3D)

### Type

Filter by type. This report can be run by a single membership type or all membership types.

### Date Range

Filter by date range. Use the *From* and *To* fields to set a custom date range.

## View or download the report

Click **Update** to view the report.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-billing-report-guide-image-xcj4lg9r.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A50Z&se=2026-11-01T20%3A50%3A50Z&sr=c&sp=r&sig=TAP4eWSsu2nVRrQRO%2BkpDDCFuDnbgzvHrf%2FJMpT0IFU%3D)

The report can be downloaded in three different formats:

- **Download PDF**
- **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**)
- **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**)

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-billing-report-guide-image-yjcc2wn4.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A50Z&se=2026-11-01T20%3A50%3A50Z&sr=c&sp=r&sig=TAP4eWSsu2nVRrQRO%2BkpDDCFuDnbgzvHrf%2FJMpT0IFU%3D)

## Explanation of report columns

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/membership-billing-report-guide-image-p8jzgx1a.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A50Z&se=2026-11-01T20%3A50%3A50Z&sr=c&sp=r&sig=TAP4eWSsu2nVRrQRO%2BkpDDCFuDnbgzvHrf%2FJMpT0IFU%3D)

The report includes the following columns:

| **Customer** | *Bill To* customer on the invoice. |
| --- | --- |
| **Next Billing Date** | Next date the customer is billed for the membership. |
| **Membership Type** | Type of membership attached to the customer. |
| **Customer’s Primary Payment Method** | Type of payment the customer chooses to pay for the membership services. |
| **Preferred Payment Method** | Type of method the customer desires to pay for the membership. |
| **Billing Template** | Billing template attached to the recurring service as indicated in the customer record. |
| **Template Total** | Total of all the items on the template. Sum of all the items on the billing template] Trigger: Job completed. |
| **Invoice Total** | Total of all the items on the invoice. [Sum of all the items on the billing template + taxes] |

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)

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)

Billing templates are a type of invoice template that include the pricebook item used to generate billing invoices for ongoing memberships.

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