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While most invoices are automatically generated from subscriptions or one-time payments, Hyperline provides full flexibility to manually create, edit, and duplicate invoices for specific business needs.

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Create invoice

Manual invoice creation is useful for ad-hoc billing needs that fall outside your standard subscription or payment flows. From the customer details page, click Create Invoice.

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Configuration

Configure the header information and details of the invoice.
  • **Emission date **for legal compliance, the emission date is automatically set to today’s date and cannot be modified.
  • Due date, Set any future date (including today) as the due date. Once reached, the invoice status will change to late, similar to the payment delay functionality.
  • Purchase order, optionally add a custom purchase order reference to the invoice.
  • Custom note, optionally include additional information for your customer in a custom note field.
  • Link subscription, optionally attach an invoice to a subscription for reporting purposes.

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Line items

Line items represent the products and services on the invoice. Customize the name, description, billing interval, and tax rate for each of them. The total price is calculated automatically by multiplying quantity by unit price.
You can reference an also existing product from your catalog. For usage-based products, retrieve the current usage for the invoice period by clicking the database icon in the quantity field. Note that pricing is not computed automatically when using catalog products.
Using a catalog product enables your customer to explore consumption details for that product during the invoice period on the customer portal.
Line items can have negative amounts to represent credits or adjustments. Note that total invoice amount cannot be negative.

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Delete or re-order line items

Line items can be removed from the invoice, or re-ordered to match the order of your choice.
Re Order Or Delete

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Apply coupons

Coupons apply a fixed amount discount to the invoice total before taxes.
You can add a custom name to the coupon, set the discounted amount as well as the line items will be applied to. Coupon amount will never overcome the total amount of the line item it’s applied to.

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Create draft

Click Create draft invoice to generate the invoice with draft status. Draft invoices are not sent to customers and can be edited multiple times before being finalized manually.

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Edit invoice

Edit invoices to modify information before sending them for payment. This provides full control over the final invoice content.
Once an invoice has been emitted, some elements like emission date, line items and coupons cannot be edited anymore due to legal requirements. Customer billing details, custom note, purchase order can be edited even after the invoice is marked as paid.

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Duplicate invoice

Duplicate existing invoices to quickly create similar invoices or correct errors in finalized invoices. It’s the right approach to:
  • Quickly replicate a payment for another period
  • Correct errors in a finalized invoice by creating a new version
  • Reuse invoice structure with updated information
Duplicated invoices automatically reflect any updates to the customer’s address or tax rate. If the original invoice had a bank account that has been deleted, the duplicated invoice will not include a bank account reference.

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Common validation errors

When creating, editing, or duplicating invoices, you may encounter validation errors. Here are the most common ones and how to resolve them: Missing required information
  • Missing customer ID: Ensure a customer is selected before creating the invoice.
  • Missing currency: Select a currency for the invoice.
  • Missing line item name: All line items must have a name.
  • Missing line item unit amount: All line items must have a unit amount specified.
  • Missing coupon amount: All coupons must have a discount amount.
Date and status issues
  • Emission date cannot be in the past: When creating invoices, the emission date must be today or later (except when duplicating).
  • Settlement date can only be set for paid invoices: Only invoices with paid status can have a settlement date.
  • Settlement date is required for paid invoices: Invoices marked as paid must include a settlement date.
Address and tax issues
  • The address is not complete enough for tax declaration: Ensure the customer’s billing address includes all required fields for tax compliance.
  • Customer name is required for tax calculation: The customer must have a name for tax calculations to work properly.
Product and invoice references
  • Product not found: The referenced product may have been deleted. Select a different product or remove the product reference.
  • Duplicate invoice found: An invoice with the same details already exists for this customer.
  • Some invoices don’t exist or are already linked to another invoice: When linking invoices, ensure all referenced invoices exist and are not already linked.
Payment provider issues
  • Failed to retrieve provider transaction: There was an issue connecting to the payment provider. Try again or contact support.
Is something still unclear? Don’t hesitate to reach out to our team via the in-app chat if you need additional support.