So I followed the instructions but still not able to create a template. We own a Real Estate brokerage and have 50 agents. We bill them monthly for agent billing. I need to create a two different reoccurring invoice templates (based on what they get billed (different from agent to agent) that goes out at the first of every month to each agent. From what I am seeing, when I try to make the template reoccurring QBO forces me to add customer name. Seems to defeat the purpose of templates - OR am I just missing something?