Manage invoices

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 manually

Manual invoice creation is useful for ad-hoc billing needs that fall outside your standard subscription or payment flows.

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Access invoice creation

From the customer details page, click Create Invoice.

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Configure invoice header

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.

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Add line items

Line items are fully customizable and not connected to your product catalog, allowing one-time custom entries. Add line item Click New line item to add unlimited items. Customize the name, description, periods, and tax rate. The total price is calculated automatically by multiplying quantity and unit price. You can reference an 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. Learn more about exploring invoice consumption. Delete line item Remove any line item by clicking Delete line item.

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Apply coupons

Coupons apply a fixed amount discount to the invoice total before taxes. Add coupon Click Add coupon and customize the name and discount amount. Delete coupon Remove any coupon by clicking Delete coupon.

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Save as 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 finalization.

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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.

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Editing requirements

Invoices can only be edited when their status is draft or grace period. Finalized invoices that have been sent to customers cannot be edited.

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Access invoice editing

From an existing invoice, click Edit invoice in the Actions dropdown.

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Modify invoice header

Emission date For legal compliance, the emission date cannot be modified and remains set to the day the invoice was created. Due date Adjust the due date to any future date from the creation date onwards. Once the due date is reached, the invoice status will change to late. Purchase order Add or modify the custom purchase order reference. Custom note Add or modify additional information for your customer.

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Manage line items

Line items from the original subscription or one-time payment can be fully customized without affecting the product catalog or ongoing subscription. Edit line item Customize the name, description, and payment interval display for each line item. The total price is calculated automatically from quantity and unit price. The VAT rate is determined by the customer’s country and cannot be edited. Line items can have negative amounts to represent credits or adjustments within the invoice. Note that the total invoice amount cannot be negative. Add line item Click New line item to add unlimited additional items. Delete line item Remove any line item by clicking Delete line item.

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Manage coupons

Coupons apply discounts to the invoice total before taxes. Edit coupon Modify the name and discount amount of existing coupons. Percentage-based coupons are converted to fixed amount coupons when edited. Add coupon Click Add coupon to include new discounts. Delete coupon Remove any coupon by clicking Delete coupon.

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Save changes

Draft invoices: Saved changes keep the invoice in draft status, allowing you to finalize and send it when ready. Grace period invoices: Saving changes switches the invoice to draft status and disables metering for future ingested events.

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Duplicate invoice

Duplicate existing invoices to quickly create similar invoices or correct errors in finalized invoices.

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When to duplicate

• Quickly replicate a payment for another period
• Correct errors in a finalized invoice by creating a new version
• Reuse invoice structure with updated information

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Access invoice duplication

From an existing invoice, click Duplicate invoice in the Actions dropdown.

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Configure duplicated invoice

Emission date When duplicating, you can set any emission date. However, setting an emission date different from the current date may not comply with local regulations. Due date Set the due date to any future date from the emission date onwards. Once reached, the invoice status will change to late. Purchase order Add or modify the custom purchase order reference.

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Modify line items and coupons

All line items and coupons from the original invoice are copied and can be fully customized:

• Edit, add, or delete line items
• Edit, add, or delete coupons
• Customize names, descriptions, quantities, and amounts

Changes to duplicated invoices do not affect the product catalog or ongoing subscriptions.

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Save duplicated invoice

Click Save to create a new draft invoice. The duplicated invoice can be edited further before finalization and sending to your customer.

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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.