Hello there, @userahinton.
When creating a recurring invoice, it will send to your customer in regular intervals of time. You can use a Budget instead to see the standing of the business in the future.
You can check this link for the steps: Create an import budget into QuickBooks Online.
In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-Help.
Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!
