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:
- Customer email
- Any offer
- Any type of transaction
- Transaction handled on or after
- Transaction handled 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.
Once you have entered the email and filtered the transactions (number 2 in the image), the invoices will appear to th right.
If you need to send multiple invoices, you can either click on the airplane icon for each invoice individually or export all the invoices at once and provide them to the customer.
For instructions on exporting multiple invoices from your customers, click here.