Thanks for your response, @Capermartin.
An estimate acts as a draft invoice. It is a non-posting transaction (it doesn't affect your books) where you can add or edit details before turning it into an invoice.
The steps above don't send the invoice directly to the customer. You can use the recurring template like a draft and customize the details.
You can use the given steps provide by @RCV, for Estimate transaction as a workaround or you can also refer to these links on how to set up and utilize estimates in QuickBooks:
Keep me posted if you have any other questions. I'm always ready to assist you. Have a great day!
