Invoicing entities

Invoicing entities let you manage multiple billing profiles under a single Hyperline account. Each entity shares the account configuration (products, plans, events, coupons, and integrations) but has its own distinct invoicing settings (business information, invoice legal information and terms, tax setup and default payment methods). This makes it easy to centralize your global billing configuration while customizing how each entity invoices its customers, whether you’re operating across countries, business units, or brands. You can also use the API Reference to create and manage invoicing entities.

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Create invoicing entity

Invoicing entities can be created from Settings by clicking your company name while browsing an invoicing entity subpage. An unlimited number of invoicing entities can be created. An invoicing entity has its own invoicing settings:

• Business information: it can have its own trade name, logo and brand color, billing address, accounting currency, default timezone and languages. This is useful for companies operating under different business names in different countries.
• Invoicing: Activate e-invoicing, add different invoicing patterns and legal information, payment terms, initiation delay, grace period for invoices, credit notes and documents. The Credit notes section also includes the Allow credit notes without an invoice switch, which controls whether you can create standalone credit notes for the entity (allowed by default). This is helpful if your different entities have their own legal constraints or ways to operate business.
• Taxes: Select the tax engine (Hyperline, Anrok, manual), activate automatic tax collection, configure customer tax identifiers, and manage tax mappings.
• Payment methods: Select available payment methods and the default payment provider or bank account for each of them. For bank transfers, you can keep one bank account for all invoices or switch to Advanced mode to route invoices to different bank accounts based on invoice currency, customer country, and/or customer segment.

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Payment methods

Payment methods are configured separately for each invoicing entity. This lets you select the payment methods that the entity can offer and choose the default payment provider or bank account used for each method. To review these settings, go to Settings > Invoicing entities, select the invoicing entity, then open Payment methods.

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Configure bank accounts for bank transfers

For bank transfers, the selected bank account determines which account details Hyperline adds to an invoice. In the Bank transfer row, you can either pick a single bank account used for every invoice, or switch to Advanced mode to route invoices to different accounts based on the invoice and customer.

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Advanced mode

In Advanced mode, you define a list of mappings. Each mapping combines one or more criteria with the bank account to use when the criteria match:

• Currency: match invoices issued in a specific currency.
• Country: match customers based in a specific country.
• Segment: match customers that belong to a specific segment.

Each mapping must specify at least one criterion and a bank account. Criteria within a mapping are combined with AND. For example, a mapping with Currency: EUR and Country: France only applies to invoices in EUR issued to customers based in France. You can save the settings only once the mappings table has at least one row. When an invoice is generated, Hyperline picks the bank account of the mapping whose criteria match the invoice and its customer, and adds those account details to the invoice. Mappings that combine more criteria are considered more specific than mappings with fewer criteria. To configure mappings, open the Bank transfer row, choose Advanced, then Add mapping for each rule you need. Click Save changes when you are done. See Payment methods for details about supported methods, payment service providers, and customer-level configuration.

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Tax enforcement

Tax enforcement settings are scoped to each invoicing entity. In Settings > Taxes, you can:

• Enable Enable local tax number when company customers billed by this entity need a country-specific tax number in addition to, or instead of, a Tax ID.
• Enable Require customer tax identifier when company customers must provide a Tax ID or, if local tax numbers are enabled, a local tax number before billing details can be completed.
• Enable Require valid tax ID for reverse charge when reverse charge should apply only after the customer’s tax ID has been externally validated.

See Tax management for details on validation statuses, VIES, and reverse charge behavior.

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Customer-level configuration

Invoicing entities are assigned at the customer level, and each customer is linked to a single invoicing entity. Updating a customer’s invoicing entity will not impact existing active subscriptions; only new subscriptions created after the update will reflect the change. When customers are created via CRM integrations or other automated flows, Hyperline will automatically assign an invoicing entity based on the customer’s country. If no country-specific match is found, the default invoicing entity will be used instead.

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Reporting

You can filter your dashboard by invoicing entity, allowing you to have a global view on the entity’s business metrics. The invoicing entity can also be found in most exports, allowing you to do your own data analysis. You can use the API to fetch elements like customers or invoices that match a specific invoicing entity.