Get a Systeme.io sales report by country and customer type

1. Open Sales > Transactions and set the "Occurred on or after" and "Occurred on or before" dates to last month.
2. Pick a Country and a Customer type (company or individual) in the filter menu, click Filter and note the total, then repeat for every country you sold to.
3. For the raw data, select all rows, click Export to CSV, tick the columns, choose a delimiter and wait for the "Your exported invoices" email at your account address.
4. For the invoices themselves, select the transactions and click Export to PDF; Systeme.io emails a download link titled "Your export of invoices" for a compressed file of PDFs.
5. The country-by-country filtering repeats every month, and a sale with no country never shows up under any country filter.

On the 1st of every month, give me last month's Systeme.io sales by country, split into companies and individuals, with refunds on their own line.

1. 01

   Pin the month and read it all

   The agent sets from and to to the first and last day of last month and follows next_cursor until no page is left, so a busy month is never cut at the first 50 rows.

2. 02

   Total per country, per currency

   Sales are grouped by customer_country and by company or individual. Each currency keeps its own total, because adding EUR and USD sales into one number would mislead the accountant.

3. 03

   Net refunds where they belong

   Refund transactions are listed on their own line under the country of the original sale, and the agent notes when a refund in this month cancels a sale from an earlier one.

4. 04

   Flag what a VAT filing would miss

   Sales with no country are listed with their offer, since an order form without a Country field charges 0% VAT. Company sales are listed per country so your accountant can check VAT numbers.

5. 05

   Attach the file when asked

   For the full spreadsheet the agent calls export_transactions for the same dates and tells you the CSV lands in the mailbox of the Systeme.io account, not in the chat.

September 2026, EUR sales:
DE individuals 14 sales, EUR 1,358.00. DE companies 3 sales, EUR 441.00.
FR individuals 9 sales, EUR 873.00. BE individuals 2 sales, EUR 194.00.
Refunds: FR, 1 sale, EUR -97.00 (bought 28 Aug).
USD sales: US individuals 6 sales, USD 582.00.
No country: 2 sales of "Mini workshop" (opt-in funnel order form has no Country field).

• For information products Systeme.io applies the VAT rate of the buyer's country on top of the price you set excluding VAT.
• A Systeme.io order form without the Country field charges 0% VAT, because Systeme.io cannot tell which rate applies.
• For digital products sold from outside the UK, Systeme.io charges 20% VAT to UK consumers and none to UK businesses with a valid UK VAT number.
• Systeme.io physical products use the VAT rate you set on each product under Assets > Physical products, not the buyer's country.

Every tool here only reads, so it can run monthly from n8n, Make, Zapier or cron without waiting for your OK.

Sources: Systeme.io Help: how to export your transactions to CSV · Systeme.io Help: how VAT is managed in systeme.io · Systeme.io Help: how UK VAT is handled · Systeme.io Help: how to export multiple invoices to PDF

curl https://cotlet.dev/api/v1/systeme-io/list_transactions \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"from":"2026-09-01","to":"2026-09-30","customer_type":"company","limit":100}'

{
  "transactions": [
    {
      "transaction_id": "tr_20931",
      "customer_email": "hans@example.com",
      "offer": "Starter course",
      "amount": 97,
      "currency": "EUR",
      "type": "sale",
      "customer_country": "DE",
      "customer_type": "individual",
      "occurred_at": "2026-10-08T09:12:00Z"
    },
    {
      "transaction_id": "tr_20944",
      "customer_email": "office@example.de",
      "offer": "Pro membership",
      "amount": 49,
      "currency": "EUR",
      "type": "sale",
      "customer_country": "DE",
      "customer_type": "company",
      "occurred_at": "2026-10-09T15:40:00Z"
    }
  ],
  "next_cursor": null
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is systeme-io_list_transactions. Example data.

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