General settings
Use Settings > General for workspace-level settings such as your account name and security options. Billing details are configured at the invoicing entity level instead of the general account level. See Invoicing entities to configure each legal entity’s billing profile.Currencies
Hyperline supports multiple currencies for products, prices, subscriptions, quotes, and invoices. The main currency concepts are:
Payment currency support also depends on the connected payment provider and enabled payment methods. For payment setup, see Payment methods.
Email settings
Use Settings > Emails to configure account-level email behavior. The email settings area is organized around:
Customer automated emails can include invoice, checkout, and payment error notifications. For invoice-specific behavior, see Invoice emails.
Saved views
Saved views let you save filtered list views for customers, subscriptions, and invoices. Use saved views when your team repeatedly works with the same operational slices, such as:- Active enterprise customers
- Past-due invoices
- Subscriptions renewing soon
- Customers owned by a specific team
Markdown text
Hyperline supports Markdown formatting in selected document text areas, such as invoice legal information and invoice additional information. Common formatting includes:
You can also use variables such as
{{customer_name}} or custom property slugs when supported by the selected field.