Tetri Copilot
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Invoices & PaymentsUpdated May 2026

Create an Invoice

Step-by-step guide to creating a professional invoice in Tetri Copilot.

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Overview

Creating an invoice in Tetri Copilot is straightforward. You select the customer, add line items for the products or services you are billing for, set a due date, and save. You can then send the invoice directly or download it as a PDF.

How to Create an Invoice

  1. 1

    Go to Revenue → Invoices.

  2. 2

    Click Create Invoice (top right).

  3. 3

    Select the customer from the dropdown. If the customer does not exist yet, add them first.

  4. 4

    Set the Invoice Date (defaults to today).

  5. 5

    Set the Due Date (calculated based on payment terms, but you can override it).

  6. 6

    Add line items — click Add Line Item to add each product or service.

  7. 7

    For each line item, enter a description, quantity, and unit price.

  8. 8

    Review the subtotal and tax calculation at the bottom.

  9. 9

    Optionally add a note, terms, or payment instructions (these appear on the PDF).

  10. 10

    Click Save — the invoice is created as a Draft.

  11. 11

    When you are ready, Issue the invoice to finalize it, then Send it to email the customer a PDF.

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Tip

Invoices are created as a Draft so you can review them. Issuing locks the invoice number; sending emails the customer a PDF copy. You can also Download PDF at any time.

Invoice Header Fields

FieldRequiredDescription
CustomerThe customer being invoiced.
Invoice NumberAuto-generated. You can override it if needed.
Invoice DateThe date of the invoice.
Due DateThe payment due date.
Currency—Defaults to customer's currency or workspace currency.
Reference—An optional reference number for the customer (e.g., their PO number).
Notes—Additional notes or payment instructions visible on the invoice PDF.

Line Item Fields

FieldRequiredDescription
DescriptionA description of the product or service being billed.
QuantityThe number of units.
Unit PriceThe price per unit.
Tax Rate—The applicable tax rate (VAT, GST, etc.). Defaults to workspace default.
Discount—An optional discount percentage for this line item.
Total—Calculated automatically: (Quantity × Unit Price) − Discount + Tax.
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Tip

You can add as many line items as needed. Use the Tab key to move between fields quickly when entering multiple line items.

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Important

Once an invoice is issued it can no longer be edited or deleted — only voided. Double-check the customer, line items, and totals while it is still a Draft.

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Note

On the Free plan, the invoice PDF includes a small "Generated with Tetri Copilot" footer. Upgrading to a paid plan (or starting a free trial) removes it for clean, client-facing invoices.

Related Articles

→Invoice Statuses→Record a Payment→Create and Send an Invoice (Workflow)

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