Hello there, @partners215, @ricci.
I recognize the need to address this issue when creating recurring transactions in QuickBooks Online (QBO). I'm here to ensure we can fix this matter with assistance from the appropriate support.
Have you tried the troubleshooting steps recommended by the previous representative to address this issue? If you have attempted those steps and yet, if the issue remains after trying please reach out to the Technical support team so they can further investigate this behavior.
Here's how you can connect with our support team:
1. Click on the Help button inside QuickBooks Online.
2. Select Contact Us.
3. In the description field, enter Account Status, then select Let's talk.
4. Click Get a Callback to connect with our team.
Please check out our support hours to ensure we can address your concerns promptly.
For future reference, you can check out these articles to help you edit or duplicate the template.
Regarding the Edit This Invoice pop-up message, I want to clarify that it serves as a reminder that the invoice is part of a recurring series. The message prompts you to confirm if you wish to apply changes only to the individual invoice or to the entire recurring series. It is designed to ensure that any modifications made align with your intended actions and do not inadvertently impact the recurring template.
Stay in touch with me if there's anything else you need about recurring transactions. I'll be right here to help you.
