The default order
The result is a starting value. You can change the currency on any Draft before finalizing; it is locked once the document is issued.
Try the default order
Choose an example customer and Brand to see which currency a new Draft would start with. Values are illustrative.
Selecting a currency does not convert anything
The currency tells Hectile how to label and format amounts. The numbers you type are the numbers on the document. If a customer prefers AED and you normally quote in USD, work out the AED amount yourself and enter it. Hectile holds no exchange rates and performs no conversion — on documents, on saved item rates or on recorded payments.
Changing a Draft’s currency
You can change the currency on a Draft at any time before finalizing. The amounts stay exactly as typed — a line of 4,800.00 stays 4,800.00 — so review every amount after a change. Once a document is issued its currency is part of the locked record, and payments against it are recorded in that same currency.
An Invoice Draft created from an Estimate carries the Estimate’s currency. Nothing is reinterpreted on the way.
Document currency is not your billing country
Document currency
Chosen per document from customer, Brand and Organization defaults. Any Organization can issue in several currencies across its documents.
Billing country
Determines the price you pay for Hectile — USD for the global plan, INR when your billing country is India. It has no effect on what currencies your documents can use.
Pricing and billing countryCommon questions
No. Every document has one currency for all its lines, taxes and totals. Issue separate documents if you bill in two currencies.
No. Hectile stores no exchange rates and shows no converted equivalents. Keep any conversion for your own records in your accounting system.
The Brand default applies, then the Organization default. Set a preferred currency on the customer if they are always billed in something else.
Payments are recorded in the invoice currency so the balance stays meaningful. Note the received currency and amount in the payment note if you need it.