Account settings

Account settings control how your workspace is configured, who can access it, and how billing documents and emails behave across Hyperline.

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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.

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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.

1. Go to Settings > Invoicing entities.
2. Open an existing entity or create a new one.
3. Configure the entity’s business information, invoicing settings, tax settings, and payment methods.
4. Assign the right invoicing entity to customers when needed.

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Currencies

Hyperline supports multiple currencies for products, prices, subscriptions, quotes, and invoices. The main currency concepts are: Payment currency support also depends on the connected payment provider and enabled payment methods. For payment setup, see Payment methods.

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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.

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Email settings

Use Settings > Emails to configure account-level email behavior. The email settings area is organized around: Customer automated emails can include invoice, checkout, and payment error notifications. For invoice-specific behavior, see Invoice emails.

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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.

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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.

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Markdown text

Hyperline supports Markdown formatting in selected document text areas, such as invoice legal information and invoice additional information. Common formatting includes: You can also use variables such as {{customer_name}} or custom property slugs when supported by the selected field.

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Related

• Configure your account
• Sandbox and test mode
• Payment orchestration
• Payment methods