Tetri Copilot
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CustomersUpdated May 2026

Customers Overview

How the Customers module works in Tetri Copilot.

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Overview

The Customers page is your central database of all the businesses and individuals you invoice. Every invoice you create is linked to a customer. Keeping customer records accurate ensures your invoices, statements, and collections are handled correctly.

How to Open the Customers Page

  1. 1

    Sign in to Tetri Copilot.

  2. 2

    In the left sidebar, expand the Revenue group.

  3. 3

    Click Customers.

  4. 4

    The Customers list page opens, showing all your customers.

Customers Page Sections

FieldRequiredDescription
Search Bar—Search customers by name, email, or reference number.
Filters—Filter customers by status (Active, Inactive) or by other criteria.
Customers Table—A table showing all customers with their name, email, phone, outstanding balance, and status.
Add Customer Button—Opens the Add Customer form to create a new customer record.
Actions Menu—For each customer row, use the actions menu to view, edit, or delete the record.

Related Articles

→Add a Customer→View Customer Details→Create Your First Customer

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