Customer segments - Hyperline

Customer segments let you slice your customer base into dynamic, rule-based groups — for example “Enterprise customers in France paying by direct debit” or “All customers with a parent company”. As your billing operations scale, treating every customer the same becomes impractical. Segments give your finance and revenue teams a way to define cohorts based on billing attributes (country, currency, payment method, invoicing entity, custom properties, etc.) and instantly see which customers fall into each group. Unlike static tags or manual lists, segments are evaluated continuously: when a customer’s data changes, their segment membership updates automatically. Common use cases include:

Regional billing analysis — group customers by country or currency to review revenue distribution across markets.
Payment method monitoring — identify customers without a payment method on file or those using a specific gateway.
Payment risk and collections — surface customers who pay late often, have a high average delay, or whose payment method is errored or expired.
Entity-level reporting — filter customers by invoicing entity for compliance or accounting purposes.
Custom cohorts — combine custom properties with standard fields to build segments that match your business logic, such as plan tier, industry vertical, or contract type.
Handpicked lists — add a condition on specific customer IDs to build a segment from an explicit list of customers, useful when no shared attribute can define the group.

Manage segments

Create a segment

Go to the Customers section

Navigate to the Segments tab and click New Segment.

Define segment details

Enter a name and an optional description for the segment.

Add rules and conditions

A segment is made of one or more rules, each containing one or more conditions.

Conditions within a rule are combined with AND logic — a customer must match all conditions in the rule.
Multiple rules are combined with OR logic — a customer belongs to the segment if they match any rule.

Each condition is defined by a field, an operator, and one or more values.The field picker is organized into four sections to help you find the right attribute:

Customer — identity and account attributes (country, currency, language, invoicing entity, tax ID, etc.).
Payment behavior — payment method and collection metrics, including the Late payment behavior smart segment (see below).
Billing — subscription, product, and invoice attributes.
Custom fields — any text, number, select, or boolean custom property defined on customers.

Preview matching customers

As you build your rules, a live preview table shows matching customers in real time. The table is paginated and searchable, and its columns dynamically adapt to display the fields used in your conditions.

Save the segment

Click Save to create the segment. It will immediately appear in the segment list with its customer count.

Edit a segment

You can edit any segment by clicking on it in the list. The same form is displayed inline — update rules, conditions, or details, and save directly without a modal. The live preview updates as you modify the rules, so you can see the impact of your changes before saving.

Delete a segment

To delete a segment, open the actions menu and click Delete. A confirmation modal will appear — deletion is permanent and cannot be undone.

Available filter fields

Section	Field	Value type
Customer	Customer	Multi-select (search and pick specific customers)
Customer	Country	Multi-select (country list)
Customer	Currency	Multi-select (currency list)
Customer	Language	Multi-select (language list)
Customer	Invoicing entity	Multi-select (your invoicing entities)
Customer	Relationship	Has parent / Has child
Customer	Tax ID	Presence only
Customer	External ID	Presence only
Payment behavior	Late payment behavior	Smart segment (Hyperline-managed, see below)
Payment behavior	Payment method type	Multi-select (card, direct debit, etc.)
Payment behavior	Payment method status	Multi-select (Active, Pending, Errored, Expired)
Payment behavior	Paid invoices	Number (count of paid invoices)
Payment behavior	Invoices paid after due date	Number (count of invoices paid late)
Payment behavior	Late payment rate	Number (share of invoices paid late, as a percentage)
Payment behavior	Average late payment delay	Number (average days past due across late payments)
Billing	Subscription status	Multi-select
Billing	Subscribed product	Multi-select
Billing	Invoice status	Multi-select
Custom fields	Custom properties	Depends on the property type (text, number, select, boolean)

Smart segments

Smart segments are cohorts computed and maintained by Hyperline from your billing data — you don’t have to define their criteria yourself. They appear in the Payment behavior section of the field picker, marked with a lightning icon.

Late payment behavior — customers Hyperline identifies as showing late payment patterns, based on their paid and overdue invoice history. Add this field to a rule to target at-risk customers for dunning campaigns, manual outreach, or stricter payment terms, without having to tune the underlying thresholds yourself.

Smart segments don’t take an operator or a value — selecting the field is enough.

Operators

The operators available on a condition depend on the field type:

Text and multi-select fields (country, currency, payment method type, payment method status, subscription status, etc.) — is in, is not in.
Presence-only fields (Tax ID, External ID) — is set, is not set.
Date fields (created at, contract end date, etc.) — is after, is before, is between.
Numeric payment behavior metrics (paid invoices, invoices paid after due date, late payment rate, average late payment delay) — equals, is greater than, is greater than or equal to, is less than, is less than or equal to, is between.

For example, to build a “high-risk payers” segment you could combine Late payment rate is greater than or equal to 50 with Average late payment delay is greater than 10 in a single rule.

Segment stats

The segment list displays stats for each segment:

Customer count — the number of customers matching the segment’s rules
Percentage — the share of your total customer base that belongs to the segment

These stats are kept up to date as your customer data evolves.

Filter the customer list by segment

Once you have created segments, they become available as filters in the main Customers list. Select a segment from the filter dropdown to narrow the list to only the customers that belong to that segment. This makes it easy to quickly navigate to a specific cohort without leaving the customer list — for example, to review all customers in a given country or all customers using a particular payment method.

​Manage segments

​Create a segment

​Edit a segment

​Delete a segment

​Available filter fields

​Smart segments

​Operators

​Segment stats

​Filter the customer list by segment