I appreciate the complete details you've shared, @debbie011.

Currently, QuickBooks allows you to convert an estimate to an invoice. However, the system doesn't have an option to make recurring invoices out of an estimate. In the meantime, you can use a third-party application that offers the same functionality and is supported by QuickBooks. The App Center contains over 400 popular apps that sync with QuickBooks. Here’s how:

1. Go to https://apps.intuit.com/.
2. Enter a keyword on the Find the right apps for your business box or use the Categories section.

On the other hand, you can enable the Account Summary feature in your invoices. Here's how:

1. Go to Settings ⚙.
2. Select Custom Form Styles.
3. Find the invoice template you use.
4. From the Action column, select Edit ✎. 
5. Choose the Content tab.
6. In the form preview, select the body section and then Edit ✎.
7. Mark the Show on the invoice checkbox. 
8. Select Done. 

This will display your customer's transaction history on the invoice. However, it will not include the information your estimates. You can generate and customize the Transaction List by Customer report. It shows all your transactions for a specific customer.

Keep me posted if you have other questions about customizing your sales forms in QuickBooks. I'm always here to help.