CustomersUpdated May 2026
Add a Customer
How to create a new customer record in Tetri Copilot.
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Overview
Adding a customer takes about 1 minute. You need at least a customer name to create a record. All other fields are optional but recommended for complete records and professional invoices.
How to Add a Customer
- 1
Go to Revenue → Customers in the sidebar.
- 2
Click the Add Customer button (top right).
- 3
Fill in the customer details (see field descriptions below).
- 4
Click Save to create the customer record.
- 5
The customer now appears in your customers list.
Customer Form Fields
| Field | Required | Description |
|---|---|---|
Customer Name | The name of the business or individual. Appears on all invoices and statements. | |
Email | — | The customer's primary email address. Used for invoice delivery and communications. |
Phone | — | The customer's phone number. |
Company / Organisation | — | If different from the customer name, the legal company name. |
Address | — | The customer's billing or mailing address. Printed on invoices. |
Tax / VAT Number | — | The customer's tax registration number, if applicable. |
Currency | — | The currency for this customer's invoices. Defaults to your workspace currency. |
Payment Terms | — | Default payment terms for invoices to this customer. Overrides the workspace default for this customer only. |
Notes | — | Internal notes about this customer. Not visible to the customer. |
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Tip
Always add an email address. It is used when sending invoices directly from Tetri Copilot and for automated payment reminder notifications.
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