In most cases, invoices are automatically generated, either on a recurring basis for ongoing subscriptions or from one-time payments.Hyperline also enables manual creation of invoices for specific ad-hoc needs with a visual preview. To do this, click on the ‘Create Invoice’ button from the customer details page.
You can edit your billing information on Settings > Company (this will impact
all your other invoices created afterwards) and your customers’ billing
information on their customer details page by clicking on Edit information.
You can set the due date anytime in the future, including today. This will function the same way as the payment delay: once the due date reached, the invoice status will change to late.
Line items correspond to the products on your subscription and one-time-payment invoices, expect they are fully custom, and not connected to the product and coupons catalog. This means you can add custom line items and coupons that will be one-use only.
You can add an unlimited amount of line items to your invoice by clicking on new line item. The name, description periods, and tax rate can be fully customized. The quantity and unit price will be multiplied automatically to calculate the total price.You can use an existing product from your catalog, and the up-to-date usage for the invoice period can be retrieved by clicking on the “database” icon on the quantity field (only for usage-based products). The price is not computed automatically.
Using a product from your catalog will enable your client to explore the consumption of this product during the period of the invoice on the portal. Learn more about Explore invoice consumption.
Once all set, you can click on ‘Create draft invoice’.The invoice generated will not be sent to the customer, but put into a draft status. You will be able to edit the invoice as many times as a needed before generating the final invoice to send it to your customer.