How to send invoices to one of your clients
This guide will walk you through how to send invoices to one of your clients.
To get started, you will need the following:
a systeme.io account
at least one sale
To send invoices to your clients, follow these steps:
1. Navigate to your "Transactions" page (number 1 in the image), located within the "Sales" tab.
2. On the transaction page, you'll find a small table on your left, which consists of various filters:
Customer email
Payment processor charge ID
Select a price plan
Any type
Occurred on or after
Occurred on or before
In the "Customer email" filter, you can search for your customers using their email addresses. Simply insert the email in the field and click on "Filter." The other filters allow you to narrow down your search by specifying the customer's subscribed offer, transaction type (sale, refund), purchase date, or course.
3. After entering the email and applying the filters (number 2 in the image), the relevant information will appear in the box on the right.
To send a specific invoice to the customer, click on the 3 dots and select "Send invoice to Customer" (number 3 in the image).
If you have multiple invoices to send, you will need to send them one by one following the same procedure described above, or export all the invoices for this client at once and provide them to the customer.
For instructions on exporting multiple invoices from your customers, click here.
To get started, you will need the following:
a systeme.io account
at least one sale
To send invoices to your clients, follow these steps:
1. Navigate to your "Transactions" page (number 1 in the image), located within the "Sales" tab.
2. On the transaction page, you'll find a small table on your left, which consists of various filters:
Customer email
Payment processor charge ID
Select a price plan
Any type
Occurred on or after
Occurred on or before
In the "Customer email" filter, you can search for your customers using their email addresses. Simply insert the email in the field and click on "Filter." The other filters allow you to narrow down your search by specifying the customer's subscribed offer, transaction type (sale, refund), purchase date, or course.
3. After entering the email and applying the filters (number 2 in the image), the relevant information will appear in the box on the right.
To send a specific invoice to the customer, click on the 3 dots and select "Send invoice to Customer" (number 3 in the image).
If you have multiple invoices to send, you will need to send them one by one following the same procedure described above, or export all the invoices for this client at once and provide them to the customer.
For instructions on exporting multiple invoices from your customers, click here.
Updated on: 30/05/2025
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