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Business

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Information

Fill in 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

Personalize 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.
A real-time preview shows how your changes affect invoice 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, which can be different from the trade name
  2. The company’s billing address, including all details required by your country’s laws.
  3. Your company’s tax ID (validated for EU-based companies)
The company’s country cannot be changed as it determines your accounting currency.

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Payment methods

Configure how you collect payments for each invoicing entity from Settings > Payment. The methods available to you depend on the entity’s country and the payment providers you connect. From this page, you can:
  • Connect a payment provider for automated payment methods such as cards and direct debit.
  • Enable the payment methods you want to offer.
  • Select the default payment provider or bank account for each method.
You can then control which of the enabled methods are available to each customer. See Payment methods for supported methods and customer-level configuration, and Payment orchestration for payment provider setup.

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Bank accounts and bank transfers

To let customers pay by manual bank transfer, enable bank transfers and configure the bank account that should receive the funds. Make sure its details are complete before issuing invoices: Hyperline uses the configured account to provide customers with the information they need to make the transfer. Manual bank transfers are not charged automatically. After receiving a transfer, you must reconcile it with the corresponding invoice. See Invoice reconciliation for the available reconciliation options.

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Next steps