Initial recurring invoice

You're in the right direction for help, @LizaM3008.

The option to create a partial recurring invoice is unavailable. Thus, you'll have to manually adjust the amount entered on the invoice in QuickBooks Online (QBO).

You can follow these steps to edit a recurring template:

1. Go to the Gear icon and select Recurring transactions.
2. Locate the template you're using for that transaction. Then, tap Edit under the Action column to make the adjustments.
3. Apply the necessary changes.
4. Afterward, select Save template.

I'll also add this article for reference: Edit a recurring template.

Once done, change this again to the original template. From then, you can normally run the recurring invoice with the full and correct prices. Then, if your clients decide to pay, here's a helpful article to help you about recording and receive invoice payments in QuickBooks Online.

Stay in touch if you have more questions regarding invoices. The Community always has your back. Have a great day!

So basically, I will have to manually adjust the second invoice after the initial prorated invoice is generated, correct? I was looking for a solution to just add the start date and for QBO to prorate the monthly price for a new customer. I'm guessing this is not possible?

Thank you for the prompt reply, @LizaM3008.

Yes, you're correct! That's the option we currently have in QuickBooks to enable you to adjust the invoice. I understand how beneficial it is for your business. Thus, I also encourage you to send feedback on this option. The more requests it gets, the higher they will add it to future enhancements.

Here's how you can submit them:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter a brief description of your product suggestion.
4. Click Next to submit feedback.

We regularly take your suggestions into account while updating our products. In this, you can track the progress of your feature request in our Feedback forum. The more requests we get for it, the more likely we'll include it in future updates.

I'd gladly assist your further, LizaM3008. Should you have more questions about a recurring invoice, please don't hesitate to post them here. Have a good one!