Tetri Copilot
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Invoices & PaymentsUpdated May 2026

Invoices Overview

How invoicing works in Tetri Copilot — creating, sending, and tracking invoices.

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Overview

The Invoices module lets you create professional invoices, track their status, and manage payments. Every invoice is linked to a customer and can have multiple line items. Invoices move through a lifecycle of statuses from Draft to Paid.

How to Open Invoices

  1. 1

    In the left sidebar, expand the Revenue group.

  2. 2

    Click Invoices.

  3. 3

    You see a list of all invoices with their status, amount, and due date.

Invoice List Columns

FieldRequiredDescription
Invoice Number—Auto-generated unique invoice number (e.g., INV-0001).
Customer—The customer this invoice is billed to.
Issue Date—The date the invoice was created.
Due Date—The date payment is expected.
Amount—The total invoice amount including tax.
Status—The current status of the invoice.
Actions—Options to view, edit, mark as paid, or delete.

Related Articles

→Create an Invoice→Invoice Statuses→Record a Payment

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