Assign subscriptions to customers in Hyperline manually or via templates, with options for trials, contracts, billing cycles, and activation strategies.
Creating subscriptions is a central capability in Hyperline. This article covers the various options available to assign them to your customers, from simple to more complex needs.Before starting a subscription, you must configure the products you wish to bill. Optionally, you can create templates to streamline the subscription assignment process with reusable package configurations.
Though products are configured at the account level, you can customize every option at the customer level. This lets you adjust them according to specific needs on a per-case basis without impacting your overall configuration.
Configuring a subscription in Hyperline only takes a few clicks. However, you can also customize subscriptions on a per-customer basis for greater versatility and agility.
1
From a customer page, click Actions then Assign new subscription
You can also create new subscriptions from the subscription list page. In this case, you also need to select the customer.
2
Optionally, select a pre-configured template
You can start a subscription either from a pre-configured template or configure your subscription manually from scratch.
3
Select subscription duration
Subscription start
In the past, if you want to backport a subscription that has already started but not in Hyperline, or you want to bill a customer in arrears. Hyperline bills any past period that’s due.
Immediately, the default value
In the future, if you want to schedule a subscription for the future
On checkout completion, once your customer completes the checkout
Subscription alignmentSubscriptions follow a predictable renewal pattern based on their start date:
If a subscription begins at the standard start of a billing period (e.g., the 1st of the month for monthly plans or the 1st of the year for annual plans), it aligns automatically. Each new period then starts on the same fixed date.
If a subscription starts on any other day, it renews on the same calendar day in the next period (e.g., a subscription starting on March 15th renews on April 15th for a monthly plan).
4
Manage contract configuration
In the contract configuration, you can configure a contract duration by activating the toggle.
Contract duration replaces the notion of commitment that has been deprecated. See contracts for more information.
5
Add products to the subscription
When adding products outside of a template, after you select the product, Hyperline displays the list of prices set in your product catalog. It’s divided into a few sections:
Select the price and billing interval for the given product or select "Manual configuration"
Suggested: lists the best pricing according to various parameters of the subscription: The customer’s country, their currency, the commitment duration.
Others: lists the rest of the prices available for the product.
Manual configuration: If no matches are found or you don’t find the right price, you can select “Manual configuration”. In the next step, you can enter the price and frequency yourself.
Once you select the pricing configuration, you can edit the product details. Editing a product configuration does not impact your catalog and only affects the subscription you’re currently creating. This gives you the flexibility to set customer-specific pricing.
You can adjust the quantity directly from the main subscription view, making it easy to customize a subscription especially when starting from a pre-configured template.
6
Optionally, add coupons
You can also assign coupons to your subscription. These coupons can be a fixed amount in the customer’s currency, or a percentage of the product price. They can apply to specific or all products.
You can either create a single use coupon to apply on this subscription only, or one that you have previously set up in your catalog
After you select a coupon, you can set:
The application date: select whether the coupon applies once, forever or for a custom period (referring to the period during which invoices will be generated)
The eligible products: select All products to apply the coupon to every product, or Specific products to select individual products
7
Optionally, add a free trial
Adding a free trial allows you to start a subscription without charging the customer until a specified period has passed. In Hyperline, a free trial creates a new phase that duplicates the first phase, but with all products set to free.
To add a free trial, the first phase must include at least one product.
The free trial is set to 14 days by default. You can end it after a custom duration like 14 days or 1 month, at a fixed date or with a manual end. You can also end the free trial early with mark phase as finished.
The free trial details appear on the checkout page if the subscription is configured to start after checkout completion.
8
Configure advanced settings
Initial billing date
The initial billing date is when the billing period starts. It defaults to the subscription’s start date, as set in the subscription duration selector. If the subscription starts on a specific date, you can set the billing date to a custom day (which is always after the subscription start date).
Align billing period to the first day of the next cycle
Turning the option on aligns the next billing period on the first day of the next billing cycle. You can configure this option to be toggled on by default under Settings > Subscriptions.For example, the subscription will charge the first billing period from the start date (e.g., January 14, 2025) until the end of the current cycle (e.g., January 31, 2025, when the product is billed every month). From the next cycle onward, billing will follow the regular interval (e.g., monthly, from February 1, 2025, to February 28, 2025), ensuring alignment with the standard billing schedule.
9
Manage invoicing settings
Shipping addressWhen shipping details are enabled for the subscription’s invoicing entity, you can select one of the customer’s saved shipping addresses. Hyperline uses it for this subscription’s invoices and tax calculations, including Anrok.Leave Use customer’s default destination selected to follow the customer’s shipping destination. Hyperline uses the billing address when shipping to the billing address, or the default shipping address when shipping to a separate address. See subscription shipping addresses for details.Purchase orderAdd a text element that will be present on the header of every invoice emitted by this subscription.
Generate draft invoices, Generate documents instead of invoices, and Do not charge subscription are only visible to members with the Manage subscription invoice settings permission. Otherwise, the subscription keeps the values inherited from the account, plan, or template. The purchase order, custom invoice note, and minimum fee remain editable with the standard subscription creation permission.
Generate draft invoicesThe draft invoices feature allows you to review an invoice before it’s sent. It’s handy if you have to double-check what’s sent to your customer, or when you’re first trying out the platform. When Hyperline generates an invoice, it sets it as a draft that you can edit, finalize, and then send to your customer.
The customer-level Force draft invoices setting overrides this option. When you enable it on the customer, Hyperline creates every invoice as a draft regardless of what you configure here.
Generate documents instead of invoicesWhen Hyperline generates documents instead of invoices, the documents have no legal value compared to invoices, but you can use them for reporting. You can select whether to add VAT to the document and set a custom name for the document.Do not charge subscriptionHyperline creates the invoices and marks them as paid, but doesn’t charge for them. It’s handy for adding subscriptions to your reporting when payment is handled elsewhere.
After clicking Payment settings, configure how you want the subscription to start and your customer to pay it. You can also configure invoicing options as an optional step.
This section shows the default payment method (the one Hyperline uses to charge invoices), and the allowed payment methods (the ones the customer can add during checkout and on their portal).You can edit the customer’s default payment method and toggle on or off the allowed ones. These changes apply at the customer level.
Require payment method for activation
Under Settings > Subscriptions, the Require payment method toggle (off by default) enforces that a customer has a usable payment method before a new subscription can start billing. Turn it on when you want to prevent activating subscriptions that cannot be collected on.When the setting is enabled:
Manual assignment: Hyperline blocks new subscription assignments for customers without an acceptable payment method. A callout appears at the top of the assignment form linking directly to the customer’s payment method settings so you can add one before assigning.
Quote signature: if a customer signs a quote but does not have an acceptable payment method, Hyperline marks the quote as signed but pauses subscription activation. The quote surfaces a Quote activation paused callout, and activation resumes automatically once the customer provides an acceptable payment method. In the API, this state is exposed as error_type: activation_missing_payment_method on the quote.
A customer is considered to have an acceptable payment method when any of the following is true:
Their default payment method type is bank transfer, automated bank transfer, or external collection. These are always considered satisfactory because they do not depend on a stored instrument.
Their default payment method is any other type (card, direct debit, and so on) and its state is active.
This check only applies to new subscription assignments. Updates to existing subscriptions, quote creation and editing, and subscription templates are not affected.
Hyperline provides a hosted checkout page for your customers. It allows them to enter their billing details (contact information, address) and add the payment method they wish to use for recurring subscription payments.This page is for single use and is provided at the beginning of the subscription process to allow your customer to complete the act of subscribing to your service.
The use of this page is optional. You can disable it by toggling off Generate checkout session in the global settings under the Subscriptions section.
Additionally, you can add an email address so Hyperline can automatically send the related checkout page link to your customer, without any action from your side.
You now manage subscription activation in the previous step. It aligns with the subscription start strategy (quote signature, checkout completion, manually or at a set date).
When everything is set and ready to go, you can click Assign subscription. If the customer is going to be charged immediately, Hyperline displays a reminder to prevent you from charging unintentionally.
This example creates a new subscription with two products paid every month for the customer cus_3PYD5R2q5NFK5E. The subscription starts on December 20, 2025 and activates automatically at the start date. Hyperline automatically determines the product prices based on the prices configured in the product catalog for the corresponding currency, interval, etc.
When creating a subscription, you can override the price for a specific product with a custom amount. Note that this operation is only allowed for flat_fee products.Here is the previous example, adjusted to override a price:
