Glad to have you here in the Community, @patrickt.mcnamar.
I'm here to help you be able to create a recurring template of the invoice.
You have the option to create an individual recurring invoice for each customer.
A scheduled recurring invoice will allow you to include the customer name, products or services, and their respective amounts.
Let me show you how:
- Go to the Gear icon, and select Recurring Transactions.
- On the Recurring Transactions page, click New.
- Under Transaction Type drop-down, select Invoice.
- Click OK.
- On the name field, enter the name of the recurring template.
- Under Type drop-down, choose Scheduled.
- Under Customer drop-down, select the name customer.
- Under Interval, enter information based on your preferences.
- Under Item details, select the products or services and their amounts.
- Click Save template.
You can check the screenshot below for your reference.
Also, here's an article you can read on for more information about recurring transactions: Create Templates for Recurring Transactions.
Please comment below if you have any other questions. We're always here to help you.