We call customers the individuals or companies buying products and/or subscribed to you. We recommend that you create a customer in Hyperline as soon as someone registers for your product. If you have a payment provider connected, we’ll make sure to automatically create the customers there for you when necessary.
1

Go to the Customers section

Click on New Customer
2

Fill up the general information and billing details of your customer

Click on Save customer
If you don’t have all the information now, you can still create the customer and come back later to edit its details. Only a name is required at this step, but we recommend filling in at least the currency and country of the customer.
3

Your new customer is created

It will appear right away in your customer list (under the All filter).
You can click on your customer’s name from the previous screen to access their information.From this page, you get an overview of your customer’s information on the left of the screen, and you can navigate through their subscriptions, wallet, invoices and events on the right.

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Edit customer information

Customer information can be updated at any time by clicking on Edit in the actions dropdown.
Once the customer has a wallet with funds or an active payment method, the currency cannot be changed. In order to change it, you can remove the payment method and delete the wallet. If this is not possible, 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. If you need to use a different address for shipping, you can click on the Edit button in the customer details page.
When enabled, your customer will be able to edit the shipping address on the customer portal page.
Shipping details can also be displayed in the customer’s quotes and invoices.