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Business

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Information

Fill your company’s trade name (the name used to conduct your business). It will be displayed on public pages and transactional emails.

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Brand identity

Personnalise the billing experience for your customers by adding your brand assets.

  1. Add the logo you want to display on public pages, emails and documents (invoices, credit notes, quotes).
  2. Add the favicon you will be using on public pages.
  3. Select your main brand color by adding its HEX code. It will be displayed as an accent color on documents and emails.

We provide you with a real time preview on the right of the screen so you can see how your changes are affecting your invoices design.

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Billing information

The billing information will be displayed on documents (invoices, credit notes, quotes). It contains:

  1. The company’s legal name, that can be different from the trade’s name
  2. The company’s billing address, including all details required by your country’s laws.
  3. Your company’s tax number (validated by our VAT checking algorithm for EU-based companies)

The company’s country cannot be changed as it determines your accounting currency.

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Payment

Head over to the Payment page in the billing section. To get started with Hyperline, you will need to provide at least one mean of payments (connecting with your PSPs and/or adding a bank account).

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Connect your Payment Service Provider

Hyperline currently supports four major Payment Service Provider: Stripe, Mollie, GoCardless and Airwallex. If you already have an account with one of these PSPs, you can connect it in one click without any technical requirement (no API key or no webhook to connect).

  1. Click on the Connect button for the PSP of your choice. This will redirect you to the PSP login page.
  2. Enter your account credentials and click on Continue.
  1. Once the process is completed, you will see the PSP status change to Active in Hyperline.

When connected, we will automatically orchestrate actions on your PSP account for you.

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Add your bank accounts

If you intend to accept bank transfers from your customers, you can add one (or several) bank accounts by clicking on Add bank account. It is the account that will be displayed on your invoices depending on the currency of the customer receiving invoice when your customers have bank transfer as their active payment method.

  1. Fill-up the country, currency and name of your bank
  2. Select the bank account format and enter the details accordingly.
  3. Click on Add bank account.

You will see your account appear in the list. You can delete it anytime by clicking the three-dot menu, and Delete. Deleting your bank account information will disable (if you had only one) the bank transfer payment method until you add a new bank account.

You can add a bank account with various formats to accommodate different countries and currencies. These formats include:

  1. IBAN / BIC/Swift (for countries in the SEPA area, primarily European)
  2. Account Number / (Ach) Routing Number (US - USD)
  3. Sort code / Account Number (UK - GBP)
  4. Account Number / BIC/Swift (all other cases)

Invoices will automatically display the correct format.

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Payment methods

Now that everything is configured, head over to the Payment methods page in the invoicing entities section. You can choose which payment methods you want to accept from your customers from the following:

  • Debit or credit cards payments
  • Direct debit (SEPA for European bank accounts, ACH for US bank accounts, Bacs for UK bank accounts) payments
  • Bank transfer (offline transactions)

When enabling bank transfer payments, your customers will receive your bank account information and will need to wire transfer the amount due for their subscription or one-time payment. As bank transfers are offline, you will have to manually reconcile them by marking them as paid on your Hyperline interface. See our page Transaction and reconciliation on how to proceed.