Incorrect Deferred Revenue Billing Templates report

Overview

The Incorrect Deferred Revenue Billing Templates report lists customer memberships that have a task on their billing template that sells or renews a membership. The report scans active membership records and surfaces any whose billing template includes a task with a "sell membership" or "renew membership" workflow action. Use it to find and correct these memberships so your deferred revenue records stay accurate and your account passes the related TitanAdvisor checkpoint.

Things to know

• This is a built-in report. You don't need to create it from a template. Search for it by name under Reports.
  

  Note: If you want to create this report from a template, you can find it under Membership Billing Template Audit when creating a new report.

  

How to find this report

1. Go to the navigation bar and click Reports.

2. Search for Incorrect Deferred Revenue Billing Templates, then click the report name.

3. Set any available filters, then click Run Report.
   

   Note: A membership record appears on this report only when its billing template contains a task whose workflow action sells or renews a membership. An empty result means no incorrect billing-template tasks were found.

Tip: This report is most useful when reviewed on a regular schedule so that billing-template errors are caught early. You can schedule this report by clicking More next to the report name and then selecting Schedule. For more, see Schedule reports.

Report data fields

• Customer ID: The unique identifying number of a customer.

• Membership Type: The type of membership associated with a customer or service location.

• Task Name: The name of the task.

• Customer Name: The name of the customer associated with a record.

• Task ID: The unique identifying number of a task. Distinct from the Task Number, which is the human-readable assigned number.

• Task Type: The task type associated with a task.

For more on data fields, see Learn about report data fields in the Reporting Dictionary.

How to fix records on this report

A billing template should only charge the recurring membership fee. When a task that sells or renews a membership is added to a billing template by mistake, that task runs its workflow action every time billing processes, which can create unintended membership records or renewals and throw off deferred revenue reporting.

If a membership record appears on this report, edit the billing template to replace the task with one that does not have a sell-membership or renew-membership workflow action:

1. Go to Settings > Invoicing > Membership Types.

2. Click Edit next to the membership type that needs to be fixed.

3. Click the Billing dropdown at the top then select Billing Template.

   

4. Click Edit.

   

5. Click Delete next to the task that has a Sell Membership or Renew Membership action.

   

6. If needed, click Add Service to replace the previous task with one that does not use the Sell Membership or Renew Membership action.

7. Save your changes.

Updating these settings only applies to future memberships, not memberships on the report. To update memberships on the report, follow the steps below after updating your settings:

1. Open the membership record.

   

2. Click Edit .

   

3. Scroll to the Billing Template section and click Edit.

   

4. Click Delete next to the task that has a Sell Membership or Renew Membership action.

   

5. If needed, click Add Service to replace the previous task with one that does not use the Sell Membership or Renew Membership action.

6. Save your changes.

Want to learn more?

• See Set up deferred revenue

• See Configure invoice templates for deferred revenue

• See Run, filter, and export reports