Account settings control how your workspace is configured, who can access it, and how billing documents and emails behave across Hyperline.
General settings
Use Settings > General for workspace-level settings such as your account name and security options.
Some billing details are configured at the invoicing entity level instead of the general account level. This lets each legal entity keep its own billing profile.
Invoicing entities
Invoicing entities let you manage multiple billing profiles under a single Hyperline account. Each entity can have its own business information, invoice legal information, tax setup, payment methods, timezone, language, and accounting currency.
Use invoicing entities when you invoice from multiple legal entities, countries, business units, or brands.
- Go to Settings > Invoicing entities.
- Open an existing entity or create a new one.
- Configure the entity’s business information, invoicing settings, tax settings, and payment methods.
- Assign the right invoicing entity to customers when needed.
Updating a customer’s invoicing entity affects new billing flows. It does not automatically rewrite existing active subscriptions.
Currencies
Hyperline supports multiple currencies for products, prices, subscriptions, quotes, and invoices.
The main currency concepts are:
| Currency | Where it applies |
|---|
| Customer currency | The currency used for the customer, quotes, subscriptions, and invoices created for that customer |
| Quote currency | The currency selected when the quote is created. It cannot be changed afterward |
| Accounting currency | The currency used by an invoicing entity for accounting and converted invoice footer amounts when needed |
| Reporting currency | The currency used for aggregated app views such as dashboards and revenue reporting |
Users and permissions
Use Settings > Members to invite teammates and manage roles.
You can:
- Invite one or more members by email.
- Transfer account ownership to another existing member.
- Create custom roles with specific permissions.
- Choose the default role assigned to members created through connected integrations.
Give users the minimum permissions they need for their role. For example, finance users may need invoice and payment permissions, while customer-facing teams may only need customer, subscription, and quote permissions.
Email settings
Use Settings > Emails to configure account-level email behavior.
The email settings area is organized around:
| Area | What it controls |
|---|
| Automated | Which customer emails Hyperline sends automatically |
| Recipients | Additional internal recipients for selected email notifications |
| Configuration | Sender, reply, and delivery settings available for your account |
Multiple accounts
If you belong to several Hyperline accounts, use the account switcher to move between them without signing out.
Each account has its own settings, members, permissions, customers, catalog, billing data, and integrations.
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
Creating, updating, and deleting saved views requires the Manage saved views permission.
Markdown text
Hyperline supports Markdown formatting in selected document text areas, such as invoice legal information and invoice additional information.
Common formatting includes:
| Syntax | Result |
|---|
**text** | Bold text |
*text* or _text_ | Italic text |
--- | Horizontal divider |
- text | Bulleted list |
[text](https://www.hyperline.co) | Link |
{{customer_name}} or custom property slugs when supported by the selected field.
