How do I set a recurring sales invoice to be emailed out automatically to my customers? I can't see the "options" section referred to in the help isntructions

Hello Jenny!

The Options section is beside the Email field on the recurring invoice template. You'll just need to put a checkmark in the Automatically send emails checkbox. Then, please be sure to set the right details in the Interval and the Start date section to make sure that it'll be sent on time.

You can also create recurring transaction templates for bills, expenses, sales receipts, etc. 

If you need further assistance, always visit us back in the Community. We're happy to assist you here.