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Use this guide when you are setting up Hyperline for the first time and want a clear path from an empty account to your first billing workflow.

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Setup path

  1. Configure your account with your business information, brand assets, billing details, and default account settings.
  2. Review account settings for invoicing entities, currencies, users, email settings, saved views, and formatting options.
  3. Set up payment collection in the Payments section:
  4. Use Sandbox and test mode to test products, subscriptions, invoices, payments, and usage data without affecting production.
  5. Create your catalog:
  6. Create or import customers from Customers.
  7. Create your first recurring billing flow with Subscriptions, or prepare a commercial proposal with Quotes.
  8. Review generated invoices from Invoices, then configure payment collection and reconciliation from Payments.
  • Your business and billing details are correct.
  • Your invoicing entity settings match the legal entity issuing invoices.
  • Your account has at least one payment collection path, such as a connected provider, bank transfer details, or an outside-of-Hyperline process.
  • Your users have the right permissions before they create customer, subscription, invoice, or settings changes.
  • Your sandbox flow has been tested before production billing starts.
Keep the first setup narrow. Start with one product, one customer, and one subscription or quote. Once the first flow works end to end, add more pricing, payment, and automation rules.