Import past invoices
Bring invoices from before Hectile with their numbers, dates, taxes and payments — reconciled before anything is saved.
- Documents → Import past invoices
Owners and Admins, paid plans.
- Download the templates
Invoices (one row per invoice) and, optionally, payments (one row per payment).
- Set “Started with Hectile on”
Imported invoices and payments must be dated before it.
- Upload and review
Every problem listed; columns used; new customers.
- Reconcile
Invoiced, paid and still due per customer, Brand and currency.
- Import
100 at a time; a stopped page carries on.
Reconciliation 1
What an imported invoice is
An issued invoice with its original number, dates, amount before tax, named tax amounts (CGST, SGST, IGST, VAT…), total and payments. It has no lines — Hectile never makes them up — and gets a secure link. Customers see the totals, taxes, payments and balance. “Imported” shows only inside Hectile.
No emails, reminders or receipts. Reminders for imported open invoices stay off until you choose Turn on reminders for N imported open invoices.
- Credit an imported invoice by amount; each imported tax is reduced in proportion.
- One with payments from before Hectile can’t be cancelled.
- Undo the latest import for 7 days: invoices nobody has used since are removed.
Keep going
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.
Try it on your own documents.
A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.