When using cards or direct debits, payment collection is fully automated with customer’s payment method charged by Hyperline without any manual operation from either party. However, receiving payments on time from your customers paying via bank transfer can be more challenging, often requiring you to manually remind them about due invoices and missing payments.
Only invoices paid via bank transfer are concerned by payment reminders. For invoices paid with automated payment methods (Credit Card, Direct Debit), “payment errored” emails will be sent.
Hyperline provides a comprehensive invoice reminders module, enabling you to schedule automated email reminders before, on, or after the invoice due date. You can create multiple sequences, segmented by cohorts. These sequences can have as many reminder emails as you want, with customized email subject and body. This allows you to tailor your dunning communication, automate payment follow-ups and eliminate the need for manual intervention.
All email reminders are sent at 6 AM UTC, regardless of the time the invoice was generated.

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Configuring a reminder sequence

To create a new reminder sequence, head to Invoicing > Reminders.
By default, Hyperline creates a default sequence (in English) for all new accounts.

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Cohort settings

When creating a sequence, you must configure a cohort, which defines the criteria customers must meet for the reminder sequence to be sent for their outstanding invoices. Only invoices paid by bank transfer or without any payment method set are eligible. By default, you can filter cohorts by customer language, ensuring reminders are sent in the appropriate language. If language isn’t a factor, you can select the All option to include all customers, regardless of their language preference. For greater flexibility, you can configure custom properties on your customer. This allows you to tailor cohorts based on specific attributes, enabling more precise control over your invoice reminder sequences.

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Customize the emails

When adding an email to your reminder sequence, you can configure the trigger based on a number of days before, on, or after the invoice due date. Your can also configure the email subject and body with your own content.
The PDF invoice will be automatically attached in all email reminders sent. To preview the email in your inbox, you can use the ‘Send test email’ button.

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Opt-out a customer from reminders

To exclude a specific customer from reminder sequences, you can switch off the ‘Invoice email reminders’ setting on your customer: go to the Customer > Click on the customer > ‘Edit’ on the top right of the page > Switch off the ‘Invoice email reminders’.

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Track emails sent

When an email reminder is sent for a specific invoice, a corresponding history log is added to the invoice History. As for other emails, we provide delivery, open, and read status for complete traceability.