How to Receive Invoices Automatically

“Invoices automatically” on systeme.io covers two different needs: (A) you want copies of your monthly or yearly subscription bills (platform plan or a vendor’s membership), and (B) you sell online and want buyers to get invoice/receipt emails after each purchase. This guide covers both, starting with the official My subscription invoices workflow.

Based on How to receive invoices automatically —not to be confused with manually sending an invoice to a client.

• Subscriber invoices (Section 1): You pay for a paid systeme.io subscription or subscribe to another vendor’s product hosted on the platform—you need PDF/email invoices for accounting.
• Customer invoices (Section 2): You are the seller—customers who buy through your funnels should receive invoices without you clicking send each time.

By default, when invoices are generated in billing flows, systeme.io may route them toward the company profile on a subscription rather than the individual person—depending on how the buyer registered. You can override what you personally receive by turning on notification checkboxes below.

Manage your own platform subscription under subscription plans and pricing.

1. Log in to your account
2. Click your profile picture
3. Open Settings
4. Click Notifications in the left menu

1. Scroll to My subscription invoices
2. Check the box next to each subscription plan for which you want invoices emailed to you (e.g. your systeme.io Unlimited plan, or a vendor course membership)
3. Save if prompted

After each billing cycle (monthly or yearly), copies can arrive in your inbox without downloading from a portal—useful for bookkeeping, VAT, and expense reports.

Requirement: An active paid subscription to systeme.io—or an active subscription to a vendor product sold on the platform.

When you are the merchant, systeme.io generally sends invoices to customers by default after successful sales—unless you disabled that behavior.

1. Go to Settings
2. Open Payment settings (or payment-related settings area)
3. Find Receipt settings
4. Ensure these are unchecked if you want automatic customer emails:
   • Don’t send a receipt when they purchase as an individual
   • Don’t send a receipt when they purchase as a company

On order forms, let buyers choose individual vs company when relevant so the correct invoice format and tax details apply.

Payments must be recorded in systeme.io (Stripe, PayPal with IPN, Razorpay webhooks, etc.)—see PayPal transactions not appearing if invoices never trigger.

Automatic does not replace occasional manual sends:

1. Sales → Transactions
2. Filter by customer email, country, customer type, or price plan
3. Click three dots on a row → Send invoice to customer
4. Confirm if prompted

Full walkthrough: How to send an invoice to a client. Multiple invoices must be sent one by one, or export and email in bulk outside the UI.

If you run an affiliate program, systeme.io can auto-generate affiliate invoices on a monthly schedule when PayPal or Wise payout automation is enabled—that is commission paperwork for affiliates, not customer subscription billing ( automate affiliate payouts with PayPal).

No subscription invoice in inbox

Verify checkboxes under My subscription invoices; check spam; confirm subscription is active and payment succeeded.

Buyer says they never got an invoice

Uncheck “don’t send receipt” options; resend from Transactions; confirm correct email on the contact.

Invoice missing after PayPal sale

Fix IPN/webhook first ( PayPal integration).

Contact support with subscription name and payment date.

Does this replace my accountant’s software?

No—it delivers systeme.io-generated invoice emails; you still export to your accounting stack if needed.

Sale notification vs invoice?

Sale notifications alert you of revenue; invoices are buyer-facing billing documents—configure both separately in Notifications and automations ( email after new subscription or sale).

• How to receive invoices automatically
• How to send an invoice to a client
• How systeme.io subscription plans are moderated
• How to integrate Razorpay with systeme.io

systeme.io — billing notifications for your subscriptions and compliant receipts for your customers.