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Customer intelligence

Hyperline now features a complete Customer intelligence module to help you monitor customer health, usage, payment behavior, ownership, and follow-up needs from one place. Customer intelligence brings together revenue data, billing activity, usage signals, and customer context so teams can identify risks and opportunities earlier. You can use it to track late payment behavior, monitor customer activity, assign owners and followers, and set up monitoring agents for important accounts. Learn more about customer intelligence

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New customer details page

The customer details page has been redesigned with a clearer layout and more structured information. The page now gives you a better overview of each customer, including billing status, wallet balance, usage activity, subscriptions, invoices, and customer intelligence signals when enabled. The customer wallet experience has also been refreshed as part of this update. You can add funds by initiating a prepayment, recording an offline payment received outside Hyperline, or adding free funds. Wallet transactions can include comments for additional context, and you can choose a custom amount when charging an invoice from the wallet. Learn more about customer wallets

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Formula-based usage aggregators

Aggregators now support SQL formulas, so you can create usage metrics beyond simple counts and sums. For example, you can bill from an average over a period, keep the highest value reached, cap a billed amount, remove an included allowance, or combine several event values into one metric. An AI helper is also available to help build formulas. Learn more about aggregators

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Duplicate quote

Quotes can now be duplicated in one click. The duplicated quote is created as a draft and keeps the original quote content, including subscription configuration, invoice configuration, contract clauses, and attachments. This helps teams reuse existing deal structures without rebuilding them from scratch.

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More flexible quote approvals

Approval workflows can now use more quote conditions. You can trigger approval when non-default payment terms are applied, when a specific contract clause is used, or when a reusable clause has been edited before the quote is validated. Learn more about quote approvals

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Tax controls

Customer tax handling is now more explicit. You can set a customer as taxable or tax-exempt, require tax IDs for company customers per invoicing entity, and filter the customer list by tax ID status to identify records that need review. Learn more about tax management

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Saved views and list filters

Saved views are now available for customers, subscriptions, and invoices. You can save a filtered list view, reuse it later, and set it as the default view for that list. The quotes list also now supports filtering by customer. Learn more about saved views

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API activity logs

You can now review API activity directly in Hyperline. Each log gives you more visibility into requests made to your account, including the request status, source, API key used, and related Hyperline entities. This makes it easier to understand integration behavior without leaving the product.