Getting Started

Get started with Hectile

Set up your Organization and its Primary Brand, add a customer, then create an Invoice or Estimate Draft. Review it, finalize it to assign the official number, and send it if you want to — sending is optional.

What to have ready

Setup goes faster with these details to hand. Organization Admins can update business details later. Documents already issued retain the details captured when they were finalized.

OrganizationLegal business name, address and any tax identifier you print on documents. One Organization per legal business.
Primary BrandThe trading name customers see: display name, logo, contact details, default currency and a numbering prefix such as BR.
First customerCustomer name, billing address, billing email and — if they pay you in a different currency — their preferred currency.
What you are billingItem or service names, quantities, rates and the tax treatment that applies. You can type these directly or save them for reuse.
Payment instructionsHow customers should pay you: bank details, UPI ID, a payment URL or plain text. These print on invoices.

The setup sequence

Hectile guides you through this order because each step depends on the one before it. The illustration shows a business midway through setup.

Setup path
OrganizationMeridian Ventures Ltd.
Done
Primary BrandBrightline Design · USD · BR-
Done
CustomerRiverside Trading LLC
Done
Invoice or Estimate DraftWebsite redesign · 4,800.00
Next
ReviewCheck customer, lines, tax, dates
FinalizeNumber assigned: BR-INV-000119
Send (optional)Email, secure link or PDF
Illustrative example · sample data
  1. Create your OrganizationEnter the legal business details. This is the boundary for your subscription, team and shared records.
  2. Set up the Primary BrandAdd the trading name, logo, contact details, default currency and numbering prefix that appear on documents.
  3. Add a customerSave the customer once. Set a preferred currency if they are billed in something other than your Brand default.
  4. Create a DraftChoose Invoice or Estimate, add lines, dates, tax and notes. A Draft has no official number and can be edited freely.
  5. Review and finalizeCheck the preview. Finalizing assigns the next number in the Brand sequence and locks the financial details.
  6. Send if you want toEmail it from Hectile, share a secure link or download the PDF. Nothing is sent until you choose to.

Your first document

Start with whichever document matches the situation. Both use the same editor.

Start with an Invoice

You already agreed the work and want to bill for it. Add the customer, the lines you are charging for, the due date and payment instructions. Finalize when it is correct.

Create and manage invoices

Start with an Estimate

You are proposing work and want the customer to agree first. Add a validity date. When they accept, you can create a separate Invoice Draft from the Estimate.

Estimates and quotations

Saving a Draft is not issuing a document

Draft

  • Shows “Draft” instead of a number.
  • Every field can be edited; you can delete a Draft you no longer need.
  • Cannot be sent, and cannot receive payments.
  • Saving a Draft uses nothing from a numbering sequence.

Issued (finalized)

  • Gets the next official number in the Brand sequence.
  • Customer, lines, amounts, tax and dates are locked as a record.
  • Can be emailed, shared by secure link or downloaded as PDF.
  • Payments you receive are recorded against it.
Corrections

You correct an issued document by cancelling it and issuing a corrected one — never by editing the original. Drafts are the place to fix mistakes before they become records.

About your trial

The seven-day trial applies to your first eligible owned Organization once the trial is activated, with one Primary Brand and one member. Creating an account or Organization alone does not start it or grant AI actions. When AI is enabled, the trial includes ten AI actions in total.

Trial, subscription and billing

Common questions

Related topics

Still stuck? Contact Support.

Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.

Contact Support
New to Hectile?

Try it on your own documents.

A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.