Thanks for reaching out to us, VIPPropMgr.
Yes, you can set up a recurring transaction for your invoices and assign a unique name for each template. Choose a scheduled type to ensure they are in the same order. Also, you can turn on the service date feature and update it every time you create an invoice for your customer. I'll show you the steps.
These are the steps to create recurring transactions:
- Go to the Gear or Settings ⚙ icon.
- Under Lists, select Recurring Transactions.
- Click New, then choose Invoice in the Transaction Type dropdown.
- Hit OK.
- Enter your desire Template name, then select Scheduled in the Type dropdown.
- Fill in the rest of the information.
- Once done, click Save.
Check out this article for more detailed information: Create recurring transactions in QuickBooks Online.
Here's how to turn on the service date:
- Go to the Gear or Settings ⚙ icon.
- Select Account and settings.
- Click Sales, In the Sales form content section, hit the Edit pencil icon, then turn on the Service date radio button.
- Select Save, then Done.
In addition, I've got this helpful article for your future reference to learn about recording payments in QuickBooks Online: Record invoice payments in QuickBooks Online.
I'll be here if you need further assistance with recurring transactions. Feel free to leave a message below, and I'll get back to you as soon as I can.