Common WorkflowsUpdated May 2026

Create and Send an Invoice

A complete workflow to create and send your first invoice in Tetri Copilot.

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Overview

This workflow takes you through creating a complete invoice with line items and sending it to your customer. Estimated time: 3–5 minutes.

1
Go to Revenue → Invoices.
2
Click Create Invoice.
3
Select the customer from the dropdown. If they don't exist, add them first.
4
The Invoice Date defaults to today — change it if needed.
5
The Due Date is calculated from your payment terms — override if needed.
6
Click Add Line Item.
7
Enter a description of the service or product (e.g., "Web design services — May 2026").
8
Enter the quantity (e.g., 1) and unit price (e.g., 2000).
9
If VAT applies, ensure the correct tax rate is selected.
10
Add more line items if needed using the Add Line Item button.
11
Review the totals at the bottom — subtotal, tax, and grand total.
12
Optionally add a note to the customer (e.g., bank details for payment).
13
Click Save — the invoice is created as a Draft you can still edit.
14
When it looks right, Issue the invoice to finalize it, then click Send.
15
The customer receives an email with the invoice PDF attached, and the status changes to Sent.

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Tip

Add your bank transfer details in the invoice Notes field so customers know exactly how to pay you.

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