Hello there, Jodie. I appreciate you for joining the thread.
Although the feature of creating recurring transactions from within the invoice using the new layout isn't available as of now. I'm here to share how you can send your suggestions to our Product Engineers in QuickBooks Online (QBO) to include this feature in future updates.
It's important that the software accommodates various business needs. I recognize that there are functions from the old invoice layout that needs to be retained in the new experience. With this, I encourage sending your feedback to our Product Engineers to add the function of creating recurring transactions from within the new experience.
Here's how:
- Go to the Gear icon, select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
Once submitted, you can track your feature request through QBO Feature Requests website.
In addition, you can check out this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.
If you have further concerns about the new invoice experience in QBO, feel free to come back here in the Community. We're here to assist you 24/7.
