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Create a quote for a one-off invoice when you need a customer to approve a non-recurring charge, such as an implementation fee, project work, or a one-time purchase. This flow does not create a recurring subscription.

Example 💡

You quote a €2,000 implementation fee. The customer signs the quote, then Hyperline finalizes the invoice for payment. If your finance team needs to review it first, you can keep the invoice as a draft after signature.

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Create a quote for a one-off invoice

  1. Open the Quotes page, click Create quote, and select Quote for one-off invoice.
  2. Select the customer.
  3. In the quote editor, click Add invoice to configure the invoice.
  4. Add products from your catalog and set their quantities and unit prices. Add coupons if needed, and review the invoice period, purchase order, and customer note.
  5. Configure the Issue date as described below, then click Save invoice.
You can add any product from your catalog. Whatever its usual pricing model, it is charged as a fixed amount (quantity × unit price) on this invoice. Recurring billing and usage-based pricing are not calculated automatically.

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Choose when to issue the invoice

By default, Issue date is set to On quote signature. You can select a future date instead. Hyperline waits until the quote is signed before issuing the invoice. If the selected date has already passed when the customer signs the quote, Hyperline finalizes the invoice at signature. In the quote editor’s Generate draft invoice section, turn on Keep invoice as draft after signature if you want to review and finalize the invoice manually.

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Complete the quote

  1. Configure the quote owner, expiration date, and information the customer must provide before signing, such as billing details or a payment method.
  2. Review the quote value and choose whether to display it to the customer.
  3. Add a customer note, contract terms, and any supporting documents.
  4. Review the quote preview, including the invoice details, then finalize the quote when it is ready.
See Create and send quotes for the shared quote settings and document options.
If the quote requires approval, it moves to Pending approval before you can send it. Once approved, it is ready to send. Saving a quote as a draft does not make it available for signature.

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Send the quote

Once the quote is Ready to send, select one of these actions:
  • Send quote to email it from Hyperline and track email delivery and openings.
  • Generate public link to share it yourself. Hyperline does not track delivery or openings of an email you send outside Hyperline.
The quote then moves to Pending signature. Your customer can review the quote, provide any required information, and sign it. See Quote signature for the available signature methods, including signing outside Hyperline.

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Edit a quote before signature

  1. Open the quote and select Actions > Edit quote. This returns it to draft and disables its public link.
  2. To change the invoice, click Configure invoice in the quote editor, make your changes, and click Save invoice. You do not need to delete the quote.
  3. Finalize the updated quote, complete any required approval, then use Send quote or Generate public link to make it available to the customer again.
If you use a signature workflow, editing a quote discards any signatures already collected. All signers must sign again.
To extend the signing deadline without disabling the public link, use Update expiration date from the quote’s actions instead of editing the entire quote.

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After signature

Once the quote is fully signed, Hyperline creates the linked invoice according to your issue date and draft settings. You can open the invoice from the quote details page. If you kept the invoice as a draft, review it and select Actions > Finalize invoice when it is ready. Any applicable invoice approval workflow must complete before finalization. Finalizing an invoice makes it available for payment; it does not mean the customer has paid. Invoice emails and payment collection follow your configured settings.

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Next steps