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:
- Navigate to the Gear icon, and choose Manage workflows.
- 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.
- Enter a name for the template in the Workflow Name field.
- 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.
- 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.
