How to Send an Invoice to a Client
Introduction
Most sales on systeme.io can trigger automatic invoice emails—but accountants, B2B buyers, and support tickets often need a manual resend. This guide shows how to email a fresh invoice from Sales → Transactions in one click.
It complements How to send an invoice to a client and How to receive invoices automatically (for your own subscription bills vs buyer-facing documents).
What You Need
Automatic vs Manual Invoices
By default, many checkouts already email invoices when receipt settings allow it ( receipt & notification settings). Use Send invoice to customer when:
- The buyer lost the email or it landed in spam
- You updated company billing details after purchase
- Finance requests an official copy for a specific charge ID
- Automatic delivery was disabled for individual/company purchases
Step 1: Open Transactions
- Log in to your dashboard
- Open the Sales tab
- Click Transactions
You see a table of payments: amounts, customers, dates, and processors—each row is one billable event you can invoice from.
Step 2: Find the Right Sale
Use the left filter panel to narrow the list:
- Customer email—fastest for support tickets
- Country—regional bookkeeping
- Customer type—company vs individual (invoice layout differs)
- Payment processor charge ID—match Stripe/PayPal/Razorpay reference
- Select a price plan—specific offer or subscription tier
Locate the row for the payment you need to document on your account.
Step 3: Send Invoice to Customer
- Hover the three dots (⋮) on the right of the transaction row
- Choose Send invoice to customer
- Confirm if the system prompts you (Yes / Confirm)
systeme.io generates and emails the invoice immediately to the email address linked to that transaction—no separate PDF upload step.
Several Invoices for One Client
Multiple sends: Repeat Step 3 for each transaction row—there is no multi-select “send all” in this menu.
Bulk alternative: Export invoices for a client ( export multiple customer invoices to PDF) and email the ZIP/PDFs from your mail client. For spreadsheet analysis, use export transactions to CSV.
Invoice Content & Profile Settings
Line items, tax display, and seller legal details typically come from your account / business profile and the offer sold. If invoices show wrong company name or VAT ID, update profile and subscription billing info before resending ( subscription & billing management concepts apply to seller profile data).
Troubleshooting
Send invoice grayed out or missing
Confirm the transaction exists and payment status is successful—not pending or failed.
Customer says wrong email
Update contact email in CRM, then resend from the correct transaction row.
No transactions at all
Webhook/IPN misconfiguration—see PayPal payments not appearing.
Contact systeme.io support with charge ID and customer email.
Frequently Asked Questions
Does sending create a new charge?
No—it only emails documentation for an existing payment.
Refunds and invoices?
Send or export based on the original sale row; refund handling depends on processor—check Transactions after refund events.
Pro forma before payment?
This flow assumes a completed sale; unpaid quotes usually need a different commercial process outside this menu.
Last updated: July 11, 2026 · Based on How to send an invoice to a client