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Membership Automatic Billing

hbraddy
New Contributor

Can anyone help me with automatic billing on the annual memberships? We are having just a few each month process payment already and I am not sure what differentiate those customers from the others. I want to take this feature off so it will not automatically charge their card without their permission. 

2 REPLIES 2

embowes
New Contributor II

you can set up automatic billing rules to take the manual process out of it

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @hbraddy -- do you have a separate membership type for annual billing? you can always exclude any membership types from any rule you create. If you want to create a billing invoice but not charge the customer, you can set the preferred payment method on the membership to Cash to ensure the customer does not get billed.

Sheena @ NiFT