Documents & Payments

Send documents, download PDFs and share links

Once a document is finalized you can email it from Hectile, share a secure link, download the PDF, or do nothing yet. Sending never changes the document or its payment state, and a revoked link does not recall a PDF someone already downloaded.

Five ways to deliver — or not

Finalize onlyIssue the document and keep it. Nothing goes to the customer until you decide.
Finalize, then sendIssue and immediately email it from Hectile with the link and PDF.
Send laterCome back to an issued document and send it when the time is right.
ResendSend again — to the same address or a corrected one. Number, date and amounts stay the same.
Download or share manuallyDownload the PDF or copy the secure link and deliver it through your own channel.

Sending follows finalization

Drafts cannot be sent, shared or downloaded as customer-facing PDFs. Finalize first so the customer receives a numbered, locked document.

Sending changes

  • The delivery state: Not sent → Sent, and Viewed when the link is first opened.
  • The delivery history: each send is recorded with its recipient and time.

Sending never changes

  • The number, issue date, lines or totals.
  • The payment state or outstanding balance.
  • A failed email leaves all of the above untouched — fix the address and resend.

Email from Hectile

  1. Check the recipientThe customer’s billing email is proposed. Correct it on the customer record if it has changed.
  2. Review the messageThe email carries the Brand identity, a short message, the secure link and the PDF.
  3. SendA delivery record is created. If delivery fails you will see it on the document and can resend.

Revoke or regenerate a link

If a link was sent to the wrong person or shared too widely, revoke it. The old address stops working immediately; the document itself is unaffected. Regenerating gives you a fresh link to share. Revoking never recalls a PDF that was already downloaded or emailed as an attachment.

When access is read-only

Organization Admins can still revoke links after a trial ends or a subscription lapses — this is a security action, not a billing one. Existing links otherwise keep working.

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.

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