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Invoices in Hyperline

Hyperline provides a simple and versatile invoicing solution to automate your invoicing, no matter the pricing model or the currency. Automate recurring billing or create one-off invoices on demand for your customers.

Hyperline automatically computes line items for invoices corresponding to products in the assigned plan.

Invoices are managed in the Invoices section of Hyperline. You can configure your invoice in the Settings pages.

Invoices numbers always follow a sequential pattern (learn more in the invoice configuration).

Invoices always feature:

  • A creation date
  • A due date
  • The invoice status
  • The invoice category
  • The payment method
  • The total amount for the transaction, including VAT if applicable
  • Names and addresses of both parties
  • Legal information (if any were added in the Invoice settings)

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Invoice’s payment method

The customer’s default payment method is used when creating an invoice. While an invoice is not paid, you can update it.

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Invoice’s customer address

Invoices created before changing a customer’s address will keep the previous address.

Any change made to an invoice through the “edit” action will automatically update the customer’s address

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Invoice language

Hyperline invoices are currently available in English, French, German, Italian, Spanish, Polish, Portuguese and Dutch languages.

The invoice is generated in the primary language of your country for legal and accounting purposes. However, depending on your customer’s language preference, you or they can download the invoice in their preferred language.

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Invoice status

  • Draft - Represents an editable invoice. We are only using this status before the invoice is finalized (ready to pay). A draft invoice is generated without a number.

  • Open - Displays when your customer is assigned a metered subscription, we create an open invoice (generated without a number) in the background that we update on a regular basis to represent the latest consumption.

  • Grace period - Displays when a metered subscription has closed. During the grace period, the invoice isn’t charged, and you can make modifications manually until the end of the grace period. A grace period invoice is generated without a number.

  • To pay - The invoice is finalized (a number is assigned) and is pending payment. Invoices attached to an automated payment method will be automatically charged. Invoices paid by bank transfer will remain with this status until you mark them as paid.

  • Partially paid - The invoice has been paid only partially (only for transfers). See the Transactions & reconciliation page for more details.

  • Paid - The invoice is fully paid and now has a settled date, you can bookkeep it.

  • Missing payment info - We haven’t tried to process the invoice because the related customer doesn’t have a payment method.

  • Error - We have tried to charge the invoice 4 times (3 retries) and it failed. Learn more on how to handle payment errors on this page.

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Invoice categories

  • Refund - The related payment has been refunded. A credit note has been issued.

  • One-time payment - Describes a one-off invoice.

  • Subscription - Describes an invoice that is part of a subscription.

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Invoice filters

  • Outstanding - Invoices that have been only partially paid and still awaiting for payments.
  • Late - Invoices with passed due date and not fully paid yet.
  • Paid - Fully paid invoices.
  • Refunded - Refunded invoices.

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View invoices by customer

You can view all the invoices for a specific customer by going to Customers, selecting one customer and clicking on the Invoices tab.

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Send recurring invoices

Recurring invoices are automatically generated for recurrent payments, such as for monthly subscriptions. For this, you need to assign and start a subscription to a customer to trigger recurrent invoicing.

Recurring invoices can have different amounts or the same amounts each time, depending on the pricing model (pay-per-use is more likely to vary over time than monthly fixed-price subscriptions).

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One-off invoices (charge one-time payments)

One-off invoices will be generated for one-time payments, such as onboarding fees, unique license fees or any other kind of product with a fee model you create from the Product catalog section.

To charge a one-time payment:

1

Go to the `Customers` page

Select the customer you want to charge.

2

Click on `Action` and `Charge one-time payment`

3

Choose the product, the name and the price for the one time payment you want to apply for this customer

If none are set by default, you can still visit the Product catalog page to create new fee products.

  1. If you select Charge immediately, the invoice is created instantly and will appear with a Paid status.
  1. If you select Generate checkout link, an invoice will be created with a Draft status until the customer pays through their checkout page.

It is possible to generate one-time payment invoices for a customer who already has an ongoing subscription with recurring invoices. Alternatively, it is possible to generate one-time payment for a customer without an active subscription.

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ContractsInvoice configuration