I'll help with your recurring transactions, ole bil.
Aside creating a recurring transaction directly from the invoice, you can also go to the Recurring Transactions list to create a new one. Here's how:
- Go to the Gear icon and select Recurring Transactions.
- Click New in the upper-right hand corner.
- Select Invoice and click OK.
- Enter all the details of the recurring transaction and click Save Template.
Also, make sure to maximize QBO page so you can see the entire QBO page. The Save Template button is located in the lower-left hand corner and might be hidden if the screen is too small.
If you can't still see it, a possible browser issue might have caused this unexpected behavior. Please use a different browser (Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari) and log back in.
Once done, go back to the invoice and check if you can save the template.
The Community is always here if you need anything else.