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Customers are the individuals or companies that purchase your products or subscribe to your services. We recommend creating a customer in Hyperline as soon as they register for your product.

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Manual customer creation

1

Go to the Customers section

Click New Customer.
2

Fill in the general information and billing details

Enter the customer details, then click Save customer.
If you do not have all the information at this time, you can still create the customer and update the details later. Only a name, currency and country are required.
3

Your new customer is created

The customer will appear immediately in your customer list (under the All filter).
Click the customer’s name to access their detailed information.On this page, you will see an overview of the customer’s information on the left side of the screen. On the right, you can navigate through their subscriptions, wallet, invoices, and events.

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Automatic customer creation

Customers can be created programmatically using the API. Additionally, when a CRM is connected and configured to automatically sync customers to Hyperline, customers will be created automatically.

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Default language and country

When creating a customer, the language is determined through a cascade: if explicitly provided, that value is used; otherwise, if a country is provided, the language is inferred from that country; if neither is provided, the language defaults to the invoicing entity’s language. The country follows a simpler fallback: the provided country is used if available; otherwise, it defaults to the invoicing entity’s country. This ensures that every customer has valid language and country settings, even when not explicitly specified.

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Edit customer information

Customer information can be updated at any time by clicking Edit in the actions dropdown.
The currency cannot be changed in the following cases:
  • Once a customer has a wallet with funds or an active payment method (you must remove the payment method and delete the wallet first)
  • When using an external billing engine (the currency must be managed in the external tool)
If you need to change the currency and cannot do so, please contact support.

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Addresses

You can add multiple addresses to a customer. These addresses will be available for use in quotes, invoices, and other documents. By default, the billing address is used as the shipping address. To use a different shipping address, click the Edit button on the customer details page.
When this option is enabled, customers can edit their shipping address directly from the customer portal.
Shipping details can also be displayed on quotes and invoices.