Permissions
Your role controls which settings you can view and manage. Settings permissions are grouped in one Settings section in the role editor, with separate View and Manage permissions for each area. Manage includes View for that area. See Settings permissions for the full list. A page can contain fields from several areas, so access to the page does not necessarily allow changes to every field.General settings
Use Settings > General for workspace-level settings such as your account name, countries, currencies, and security options. You configure billing details at the invoicing entity level instead of the general account level. See Invoicing entities to configure each legal entity’s billing profile.Approvals
Use Settings > Approvals to configure internal reviews for quotes, invoices, and credit notes. See Approval workflows to set up rules, approval steps, notifications, and delegations.Countries & currencies
Use Settings > General to select the countries and currencies available for billing. Viewing these settings requires View general settings; changing them requires Manage general settings.- Open Settings > General and find the Configuration section.
- In Currencies, search for and select the currencies to enable. Selected currencies appear as tags.
- In Reporting currency, select one of the selected currencies for dashboards and aggregated values.
- In Countries, select the countries to allow, or leave the selection empty for All countries. Selected countries appear as tags.
- Click Save changes to save all three settings together.
Currencies
Hyperline supports multiple currencies for products, prices, subscriptions, quotes, and invoices. See the full list of supported currencies. If you remove the reporting currency, select another enabled currency before saving. New customers and new product prices must use an enabled currency. Changing an existing customer’s or price’s currency also requires the new currency to be enabled. An empty currency list does not allow all currencies. To see which customers use a currency, open Customers and apply the Currency filter. The filter includes currencies that are no longer enabled, so you can still find existing customers using them.Countries
Leave Countries empty to allow all countries. Selecting one or more countries limits new customers and billing-country changes to that list. When you create or edit a customer in the app, country selectors follow this setting, including quick creation. This setting applies to customer billing countries, not separate shipping addresses or country filters used to browse existing records.Existing values and imports
Changing these settings does not replace existing countries or currencies. You can edit other customer details while keeping a previously saved value, even if it is no longer allowed. If you change the country or currency itself, the new value must be allowed. Customer imports and API requests return a validation error for a new or changed country or currency that is not allowed. Values inferred from the customer country or invoicing entity must also be allowed when creating a customer. CRM sync handles these fields differently: it ignores disallowed source values. See CRM countries and currencies for how this affects new and existing customers.Currency types
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 > Emailing to configure customer emails and sending settings. The page is organized into three tabs:Customer emails
Use the Customer emails tab to enable or disable invoice, credit note, checkout, payment failure, and quote notifications. See Customer automated emails for the full list. For invoice-specific behavior, see Invoice emails.Sending
Use the Sending tab to add and verify a custom sending domain, customize sender and reply-to addresses per invoicing entity, and add BCC recipients. You can manage your domain directly in Hyperline.Templates
Use the Templates tab to preview customer emails by language and invoicing entity, including the subject, sender, and email body. See Preview email templates for instructions.Preview a sent email
Open Audit logs > Email activity and select an email to review its recipients, status, saved content when available, and delivery history. Older emails may not have a saved preview. See Sent emails and delivery history for details.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.