How do I change the Note to customer on a recurring invoice?

You can access the invoice template associated with the recurring transaction to make the necessary changes, tdwogan. I'll walk you through how to edit the text in the Note to Customer box. 

Here's how to edit it:

1. Open the recurring invoice, then click Manage in the upper-right-hand corner of the transaction.
2. Scroll down to Design and click on it.
3. Look for the template that you're using for the recurring invoice, then click Add/Edit.
4. Just in case you have more than one template, choose the right one and click Edit under the Action column.
5. Proceed to the Content tab, then click the lower part of the invoice (the area where you can see the Balance Due).
6. Make the adjustment in the box just below the Message to customer on section.
7. Click Done.

Here's an article about adding or editing personalization to your sales transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I want you to know that you're never alone in managing your finances with QuickBooks Online. Our QuickBooks Live Expert Assisted Team is always here to support you, whether you need help with bookkeeping or any other financial tasks in QBO.

To help you get the most out of your recurring transactions, I've handpicked a couple of articles for you:

• Resolve failed recurring transactions in QuickBooks Online
• Review your recurring transactions in QuickBooks Online

If you ever have more questions when invoicing or recording sales transactions, the entire Community is always here to help. It's filled with experts and fellow users who are always ready to lend a helping hand.