Notification for Delivery Issues?

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.

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.

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.

OK, so then the answer to my original question then, is that there in fact is NOT a way to rec'v notifications regarding invoice delivery issues? Correct?

We do not have an issue with our customer facing email. We just occasionally have invoices that are not sent to the customer due to various reasons, like an incorrect customer email, a rejected email or a server issue. When that happens, it would be nice to immediately be notified of the failure instead of just stumbling upon the delivery issue error by random chance days or weeks after we thought the email was sent. 

Thanks for getting back to us, @coastalkellie. Yes, you're correct that there isn't a built-in feature in QuickBooks Online (QBO) that allows you to receive a report or set up a workflow notification for invoice delivery issues as you've described. 

Given how important this functionality would be for your business operations, I strongly recommend sending this feedback directly to our product development team. Your real-world experience and use case is invaluable in shaping future updates to QBO.

To send your input, here's how:

1. Open your QuickBooks Online account.
2. Go to the Gear icon located at the top-right corner of your screen.
3.  Under the Profile section, select Feedback.
4. Type in your suggestions and then click on Next.

You can check out this page to track the status of your request and get updates from our development team: QuickBooks Online Customer Feedback.

Furthermore, I'm providing this link as an additional resource if you require assistance with other banking-related tasks. Feel free to explore the various topics available, as they cover a wide range of concerns: Find help with bank feeds and reconciling accounts.  

Hit me up if you have other questions or concerns about handling invoice delivery issues in QBO. The Community is more than willing to lend you a hand. Have a great day ahead.