Business Settings & Team

Manage customers in Hectile

Add a customer once with their billing details and, if needed, a preferred currency. Customer records belong to the Organization and are available to every Brand. Updating a record changes future Drafts only — issued documents keep the details they were finalized with.

What a customer record holds

IdentityCustomer or company name as it should appear on documents.
Billing detailsBilling address and, where relevant, the customer’s tax identifier for printing on documents.
ContactBilling email used when you send documents from Hectile, plus a contact name or phone if useful.
Preferred currencyOptional. When set, new documents for this customer default to it instead of the Brand default.
NotesInternal notes for your team. Never printed on documents.
Riverside Trading LLCCustomer
accounts@riverside.example.com · Preferred currency USD
Billing addressSample address · sample city
Documents3 issued · 1 Draft
Illustrative example · fictional customer

Add a customer

  1. Open Customers or start from a DraftYou can add a customer from the customer list, or create one while writing a document without leaving the editor.
  2. Enter identity and billing detailsName, billing address, billing email and any tax identifier to print.
  3. Set a preferred currency if neededLeave it empty to use the Brand default. Set it when this customer is always billed in another currency.
  4. SaveThe customer is now available to every Brand in the Organization.

Shared across Brands

Customer records are Organization-level. Brightline Design and Harbor Marketing both bill Riverside Trading LLC from one record, and each document shows only the Brand it was issued under. There is no per-Brand customer list to keep in sync.

Preferred currency

A preferred currency is a default, not a conversion. When you create a Draft for the customer, the document currency is set to their preference; you enter amounts in that currency. If no preference is set, the Brand default currency applies, then the Organization default.

Choose the currency for your documents

Editing a customer record

Changes affect

  • New Drafts created after the change.
  • Existing Drafts when you reopen and review them.
  • The email address used for future sends.

Changes never affect

  • Issued invoices and estimates — their customer block is a snapshot taken at finalization.
  • Payment records or balances.
  • Existing PDFs or what a secure link displays.
Scope

Hectile keeps customer records for invoicing. It does not include sales pipelines, a customer portal, bulk import or synchronization with other systems.

Common questions

Related topics

Still stuck? Contact Support.

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