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The View Recurring Templates option in the client's profile is not customer-specific, @fandsinvestment. the displays all the recurring templates you've created. I'll assist you in submitting a request for this feature since the recurring invoice look-up is unavailable.
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I'm sharing these resources that will guide you in regards to recurring templates:
Feel free to comment down below, if you still have a query about recurring invoices and recurring templates. I will be here to answer. Keep safe!
In what world would think removing the convenience of seeing a customers recurring invoices or transactions under their profile as a good idea? So now, we have to go find their recurring invoices in a new page, of a new area, that includes EVERY recurring transaction for 100's of clients and then adjust if needed. Or when checking and reviewing a customer's recurring transactions we have to do the same? That's unbelievable. I can't even process in my head how that decision or logic would follow.
Hoping they put back the option to see just the one in the guest ledger.
If I need all the recurring transactions I would go to transactions.
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