General settings
Use Settings > General for workspace-level settings such as your account name 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.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 > 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.