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C
coastalkellie
July 3, 2024
Question

Notification for Delivery Issues?

  • July 3, 2024
  • 1 reply
  • 0 views

Hello

I was curious if there is a way to receive a report or set up a workflow notification for any invoices that have "delivery issues" due to whatever reason? We've had several instances where we have assumed an invoice has been emailed... we will successfully rec'v a copy to our own inbox - but the invoice ends up being marked with "delivery issue" in quickbooks and we don't catch it until it becomes overdue and realize it never went out in the first place. Once upon a time these used to show up in tasks but no longer appear to do so. We're currently having to remember to go look for these on the invoices page which unfortunately isn't proving to be efficient. Are there any notification options for these?

Thanks

1 reply

L
LouiseG12
July 3, 2024

To set up a workflow notification for invoices that have delivery issues is exclusively available in QuickBooks Online (QBO) Advanced, coastalkellie.

 

If you're using QBO Simple Start, Essentials or Plus. You may consider upgrading your subscription to achieve your goal.

 

Here's how you can create a workflow:

 

  1. Navigate to the Gear icon, and choose Manage workflows.
  2. Select the + Custom workflow to create a new template then choose what transaction type and action you'd like QuickBooks to do. Then select Next.
  3. Enter a name for the template in the Workflow Name field.
  4. Under Do This in QuickBooks, select the actions QuickBooks will take when the conditions are met. This will determine what happens after the template is activated.
  5. In the How Would You Like This Action to Happen? section, select the checkboxes to inform QuickBooks how to send the reminder.

 

For the detailed steps, you can check this article: Create custom workflows in QuickBooks Online Advanced.

Feel free to revisit this forum if you have additional questions when managing your invoices. We're always around to help.

C
coastalkellieAuthor
July 5, 2024

So when creating a workflow specifically in relation to delivery issues, would the correct workflow be under "invoice", then choose "when invoice email availability status is unavailable?". I otherwise don't see anything that relates specifically to delivery issues.

R
RheaMaeH
July 5, 2024

Let me provide additional information about the delivery issues in your invoices in QuickBooks Online (QBO), coastalkellie.

 

In QBO, when setting up a workflow for invoices, there are options related to the availability status of emails, either Available or Unavailable. This condition indicates whether an email address is present or absent on the invoices. Please note that these options won't address or notify you about invoice delivery issues.

 

To fix this, let's ensure your company email and all customer-facing email fields are complete, have the correct format, and do not have any prefixes. Here's how:

 

  1. Navigate Settings, then select Account and Settings.
  2. Click the Company tab.
  3. Under Contact info, check your Company email and Customer-facing email. Use these examples as a reference for the correct format to use:
    • Correct: mycompany@mycompany.com
    • Incorrect: email:mycompany@mycompany.com

 

Additionally, let's check your invoice format. Open the invoice you tried to send and ensure it doesn’t have special characters.

 

Furthermore, you can visit this article on how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have further concerns about the delivery issues of your invoices, feel free to reach out. I'm here to lend a hand.

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