I know that your time is precious, @CFOPres.

Let me share additional details about why you're unable to receive reminders when creating recurring transactions.

To trigger the reminders feature in the Task drop-down list above the Dashboard, make sure that the transactions aren't sent until you decide to create and send them. Also, sometimes the recurring transactions with a fixed schedule need to be edited before they are created, like electricity bills and water bills. Fixed scheduled transactions work best with the reminder feature.

You can also pick the Use option if you wanted to make an unscheduled type of recurring transactions that have complicated invoices that need to go to many customers.

If this feature is dropping when creating a transaction from a recurring template, you can do browser troubleshooting steps by clearing cache and cookies. It fixes missing options and functionalities in QuickBooks Online.

For additional resources in creating or editing templates in QuickBooks, you can bookmark this article: Create recurring transactions in QuickBooks Online.

Please let me know how it goes, and I'll assist you as fast as I can. The Community is always here to help you. Stay safe and well!