--- title: "Create and edit invoice and billing templates" slug: "create-and-edit-invoice-and-billing-templates" tags: ["Role - Accountant", "Role - Admin", "Type - Residential", "Focus - Service Replacement", "Area - Memberships"] updated: 2026-10-16T01:11:58Z published: 2026-10-16T01:11:58Z canonical: "help.servicetitan.com/create-and-edit-invoice-and-billing-templates" --- > ## 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. # Create and edit invoice and billing templates ## Overview Set up Invoice templates to generate invoices for Recurring service events. Invoice templates used for ongoing membership billing are called *Billing templates*. These templates help automate membership billing and simplify recurring service jobs for technicians. --- ### ****Who uses this feature**** - Managers and administrators - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - Recurring service types use invoice templates to generate invoices for recurring service events included with a membership. - Billing templates are a type of invoice template used to generate invoices for periodic billing of memberships. > [!NOTE] > **Note:** Billing invoice templates will not have the Materials section. If you’re creating a billing invoice template through this process, do not add any materials. - After a customer purchases a membership, you can customize invoice templates in the Customer Membership and recurring service records. - You cannot add equipment items to invoice templates. - For Deferred revenue memberships, make sure the tasks on billing templates are configured in your pricebook so that: - They're tied to a liability GL account in the *Details* tab of the pricebook item - They do not sell or renew a membership in the *Workflow* tab of the pricebook item ## Create an invoice template When creating an invoice template, it is important to [add a pricebook service item](/v1/docs/add-services-to-your-pricebook) to the template. To create an invoice template: 1. Go to the top toolbar 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%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D). 2. From the side panel, click **Invoicing** > **Invoice Templates**. The *Invoice Templates* screen displays a table listing your invoice templates and includes the following columns: - **Total:** Subtotal of the invoice template - **Usage:** Number of recurring service types or Membership types using the invoice template - **Active:** Shows whether the invoice template is active or not - **Actions:** Edit an invoice template 3. On the *Invoice Templates* screen, click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-piqfqlrt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D)The *Create Invoice Template* screen opens. 4. In the **Template Name** field, enter a name. > [!TIP] > **Tip:** Use a name to easily identify if the invoice template is used for billing or for Recurring services. 5. In the *Services* section, click **+Add Service**. ![services table with an option to add a new service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-88t0d9mu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) 6. Select a service to add to your template. Enter the first few letters of your pricebook item code to search for a service. Select the item from the dropdown. > [!NOTE] > **Note**: If you do not see your pricebook item, you can create a new task. See step 9 for instructions. 7. (Optional) Edit the **Description**, **Unit Price**, and **Quantity** as needed. > [!NOTE] > **Note:**These fields are prepopulated by what's in your pricebook. Edits made to the Description, Unit Price, and Quantity fields of the invoice template appear on the customer invoice and do not affect the pricebook item. ![description](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-8vvpdhvp.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) 8. If you don’t see your pricebook item, you can create a new task by clicking **Create New Task**. ![Dropdown menu for selecting a service with an option to create a new task.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-3ezklan5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D)The *Create New Task* window opens. 9. Enter your task details. See [Create a new sale or Renewal task](/v1/docs/create-new-sale-and-renewal-tasks) for details. 10. (Optional) In the *Materials* section, click **Add Material**. > [!NOTE] > **Note:** If you don’t need to add materials, skip to step 15. ![add new material](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-kdoysojq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D)The *Add Material* pop-up window opens. 11. (Optional) Select a material to add to your template. Enter the first few letters of your pricebook item code to search for a service. Select the item from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-w98mm6b1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) 12. (Optional) Select **Chargeable** and edit the **Unit Price**. > [!NOTE] > **Note:** To charge the customer for materials used, select Chargeable. For example, if you are delivering salt for a water treatment job, you can charge the customer for the salt. 13. (Optional) Edit the **Description**, **Unit Cost**, and **Quantity**. > [!NOTE] > **Note:** These fields are prepopulated by what's in your pricebook. Edits made to the Description, Unit Cost, and Quantity fields of the invoice template do not affect the pricebook item. 14. Click **Create**. ![Material list](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-ilmeld9k.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) ## Create a billing invoice template Billing invoice templates are a type of invoice template used to generate invoices for periodic billing of memberships. They can be added when creating or editing [Membership Types](/v1/docs/create-membership-types). To create a billing invoice template: 1. Follow the [Membership Type guided workflow](/v1/docs/create-membership-types) to create or edit a membership type. 2. In the *Billing* section under *Billing Template*, select the dropdown and then click **Create Billing Template**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-zb5io5dk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D)The Create Billing Invoice Template page opens. 3. Click Add Service to add a service to your template. Enter the first few letters of your pricebook item code to search for a service. Select the item from the dropdown. > [!NOTE] > **Note:** If you do not see your pricebook item, you can create a new task. 4. (Optional) Edit the **Description**, **Unit Price**, and **Quantity** as needed. > [!NOTE] > **Note:** These fields are prepopulated by what's in your pricebook. Edits made to the Description, Unit Price, and Quantity fields of the invoice template appear on the customer invoice and do not affect the pricebook item. ![description, unit ptice](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-v92rmoln.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) 5. When you’re done, click **Add to Membership Type**. If you don’t see your pricebook item, you can create a new task. 1. Click **Create New Task**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-4wxtam3v.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D)The *Create New Task* window opens. 2. Enter your task details. See [Create a new sale or renewal task](/v1/docs/create-new-sale-and-renewal-tasks) for details. 3. When you’re done, click **Add to Membership Type**. ## Edit an invoice template When editing a template you can edit the services and materials on your invoice template. You can also deactivate a template. 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%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D). 2. From the side panel, click **Invoicing** > **Invoice Templates**. ![Invoice templates showing two entries with options to add, activate, or deactivate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-invoice-and-billing-templates-image-nibo8bav.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A45%3A58Z&se=2026-11-09T12%3A45%3A58Z&sr=c&sp=r&sig=ZSKRhHK8xZ3pz7eHhI1TgdmE8RcUlCGBKiMqEgDX%2FGA%3D) 3. Click **Edit** for the invoice template you want to edit. > [!NOTE] > **Note:** To deactivate an invoice template, select the template and click Deactivate. 4. Make your edits as needed. 5. When you're finished, click **Save Changes**. ## ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Setting Up Memberships](https://servicetitan.docebosaas.com/academy/learn/courses/390/Setting-Up-Memberships) - See [Edit membership types](/v1/docs/edit-membership-types) 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) 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) 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) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** deferred income 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) 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)