How to send an invoice to a client
This guide explains how to send invoices to your clients manually.
What you'll need
- A SystemeScale account
- At least one sale
Open Transactions
To send invoices to your clients, navigate to Transactions under the Sales tab.
Use the filters to find the right sale
On the Transactions page, you will see a filter menu on the left containing the following options:
- Customer email
- Country
- Customer type: company vs. individual
- Payment processor charge ID
- Select a price plan
- Any type
- Occurred on or after
- Occurred on or before
Use the Customer email filter to search for a customer by their email address. Enter the email in the field and click Filter.
You can use the other filters to narrow your search by offer, transaction type, date, customer country, or customer type.
Send the invoice to the customer
After applying the filters, the relevant transactions will appear in the list on the right.
To send a specific invoice to the customer, click the three dots and select Send invoice to customer.
Sending multiple invoices
If you have multiple invoices to send, you must send them individually using the steps above.
Alternatively, you can export all invoices for the client at once and email them directly.
Related invoice and transaction guides
Use the related guides below if you need to receive subscription invoices automatically, export invoices to PDF, export transaction data, or refund a customer transaction.