Create Your First Customer
A complete step-by-step workflow to add your first customer in Tetri Copilot.
Overview
This workflow walks you through adding your first customer from start to finish. It takes about 2 minutes. You will need the customer's business name, email address, and billing address.
Step-by-Step: Add Your First Customer
- 1
Sign in to Tetri Copilot.
- 2
In the sidebar, expand Revenue and click Customers.
- 3
Click the Add Customer button in the top-right corner.
- 4
In the Customer Name field, enter the customer's name (e.g., "ABC Trading Ltd").
- 5
Enter their email address — this is used for invoice delivery.
- 6
Enter their billing address.
- 7
If they have a VAT number, add it in the Tax Number field.
- 8
Set their default Payment Terms if different from your workspace default.
- 9
Click Save.
- 10
You are taken to the customer detail page. Your first customer is now ready.
- 11
Next step: Create an invoice for this customer.
Tip
Add an accurate email address. Tetri Copilot will use it to send invoices and payment reminders automatically.
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