Hello there, rjstephan.

I'll show you how we can apply the account summary in a recurring invoice.

First, we'll need to create a template that displays the total account balance. Here's how:

1. Go to the Gear icon.
2. Select Custom form styles. 
3. Click the New style drop-down arrow and select Invoice.
4. In the Content tab, select the bottom part of the page.
5. Tick the Show on invoice box. 
6. Hit Done to reflect the changes.

Note: We're unable to apply the form style within the Recurring template. 

What we can do is apply the template you created when utilizing the recurring invoice.

1. Still, go to the Gear icon.
2. Select Recurring transactions.
3. Click the drop-down arrow under the Action column and choose Use.
4. Click Customize at the bottom and select the appropriate form style with the account summary.
   
    If you've already used or created an invoice using the recurring invoice template, we can open it so you can edit.
5. Hit Save to reflect the changes.

 Once done, we can create a statement to get all the balance details. For further guidance, we can check this article: Create and send customer statements.

In addition to that, we can refer to these links for more tips and details about account summary and modifying template:

• Customize invoices, estimates, and sales receipts.
• Add an account summary to an invoice.

Please let me know if you have more concerns about recurring transactions and customer statements. I'm always here to help you anytime. Take care and have a good one.