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Any ideas on why revenue is not being recognized when cancelling a membership?

CRutzke
New Contributor

We are not dismissing events prior to cancelling memberships, however, the revenue is not being recognized or it's showing that we should refund the customer.  Any ideas as to why?

 

1 ACCEPTED SOLUTION

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This might be your culprit?  It is under the membership setup under recurrences.

MirandaMel_0-1692391007577.png

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

View solution in original post

5 REPLIES 5

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The settings you need to get into are where you create the memberships.  Settings>Membership Types>(select your membership)>Recurrences>Save&Next should bring you to the page where you will see the screen shot I sent.  Hope that helps!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

Thank you.  Do you mean in a customer's account?

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

No, it is where you build your memberships from the settings screen.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This might be your culprit?  It is under the membership setup under recurrences.

MirandaMel_0-1692391007577.png

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

CRutzke_0-1692628088796.png

This is all I see under membership under recurring services.  Can you guide me a little more? Thank you for replying.