Hi there, M1975.
You can use Make recurring for this, I'll show you how to do it.
- Click the Plus icon.
- Select Invoice under Customer.
- Fill out the form
- Choose the type of payment you want to accept under Payment option.
- Then, select Make recurring.
Let's make sure to choose Scheduled from the drop-down Type then set the Start date and the End date. See the sample screenshots below:
Once done, you can locate it in the recurring transactions.
Here's how:
- Go to the Gear icon.
- Select Recurring Transactions under Lists.
- Then, choose the invoice you've created.
Another way that you might consider is to copy the invoice from the Sales Transactions.
- Select Sales.
- Choose All Sales.
- Click Drop-down arrow under Action column.
- Then, click Copy.
Feel free to check these additional resources. It has articles about creating or editing templates and troubleshooting resources.
I'll be around if you have additional questions.