Thank you Jen_D
I have now figured out how the recurring invoices can work for me in QBO. Since I'm coming over from Sage I am used to how their recurring invoices work and it is quite a bit different. In Sage you don't create a template, you just create an initial invoice and then "Store" it as a recurring invoice. Then the next month you just "Recall" that "Stored" invoice and use it as the next monthly invoice and make any small changes needed and then "Store" it as the next recurring invoice. So every month you are using the previous month's invoice as the template which was handy for me. For my business I have customers that are in contracts. So if I have a customer that's in a 12 month contract, on each invoice I would put a note for the customer, eg. "1st. Month of 12 Month" and then the next invoice would have a note "2nd. Month of 12 Month". It was an easy way to keep track of what month of the contract the customer was in. But now in QBO I have to pick the original invoice template that I made for their 1st. month of their contract and then figure out manually which month of the contract they are going into so that I can put a note on the invoice. Not sure if there is an easy way around this in QBO or not?
