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You can edit subscriptions from the subscription details page.
There are two types of updates:
  • Global update where you can update the whole subscription directly
  • Local update where you can update a single part of the subscription (product price, contract configuration…)
Updating a subscription is not available for subscriptions that are in a future state after generating future invoices or that have a quote for subscription update pending signature. You can still create additional update quotes in that state. All open update quotes are listed on the quotes tab of the subscription details page. For cancelled, voided, or archived subscriptions, only simple fields (contract value, estimated ARR, CRM opportunity ID, and shipping details display) can be updated.

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Global update

You can update a subscription by clicking update subscription in the subscription action dropdown. You will be presented with the following options:

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Simple update

When you select this option, Hyperline updates the subscription immediately, keeps the billing intervals, and does not generate a pro-rated invoice.
This is recommended when updating product information or adding, removing or updating a product or coupon without impacting the current billing period.

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Advanced update

When selecting this option, you will enter a multi-step process to configure exactly when and how the update should be applied, as well as manage the transition invoice precisely:
1

Choose when to apply the update

Select when the subscription update should take effect:
  • Next renewal: The update is applied when the current billing cycle ends
  • At last renewal: The update is applied retroactively as of the start of the current billing cycle
  • Immediately: The update is applied right away
  • Scheduled date: The update is applied at a specific date in the future
2

Choose the update source

Decide how you want to configure the updated subscription:
  • Update current subscription: Modify the existing subscription configuration directly
  • Update to a template or a plan: Reset the subscription configuration using a pre-defined template or plan as a starting point, that can be further customized if needed
3

Configure transition options

Define how the billing cycle and invoicing should be handled during the transition:Billing cycle alignment
  • Keep current period: The subscription continues with its existing billing dates
  • Start new period: The subscription billing dates are reset to start a fresh cycle from the update date
Transition invoice
  • Waive transition invoice: No transition invoice will be issued
  • Issue transition invoice: Hyperline issues a single transition invoice to settle the current billing period before the update takes effect (netting the credit for the outgoing configuration and the charge for the new one)
  • Issue separate credit note and invoice: The current billing period’s invoice is refunded via a credit note, and a separate invoice is issued to reflect the updated subscription configuration. Available for updates At last renewal, and for Spanish invoicing entities on every schedule (see the note below)
The Issue transition invoice option is not available when the subscription has products billing in a future period (for example, after using generate future invoices). You can still proceed with the update by waiving the transition invoice.
Spanish invoicing entities: when the invoicing entity is registered in Spain (ES), Spanish invoicing rules do not allow a single netted transition invoice. Issue transition invoice is hidden and Issue separate credit note and invoice is the only way to issue a transition invoice, regardless of the effective date (At last renewal, Immediately, or Scheduled date). The current period’s invoice is cancelled with a credit note, and a new invoice is issued for the updated configuration.
At this step, you can preview both the transition invoice (settling the period before the update) and the following invoice (the first invoice after the update) to understand the financial impact before confirming.
Refunding transition credit notes: When the update creates a credit note, Hyperline follows the invoicing entity’s Refund credit notes to wallet by default setting. If the setting is disabled, payments made by card or direct debit are refunded to the original payment method, while credit notes for bank transfers remain open. Learn how to configure the default refund destination.

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Scheduled updates

A subscription with a scheduled update cannot be updated until the scheduled update is applied or cancelled. However, you can manage the scheduled update through the subscription dropdown:
  • Revise update: Edit the scheduled update configuration
  • Cancel: Cancel the scheduled update entirely, allowing the subscription to be updated again

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Subscription versions

You can access previous subscription versions, as well as scheduled updates, through the versions tab.

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Local update

If you do not wish to update the entire subscription at once, but rather just a single part, you can proceed with a local update.

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Duration

You can edit the subscription or phase end date to end at a later or closer date with the following options:
  • Forever
  • After a custom relative duration
  • At a specific date
You cannot set the end of the phase or subscription before the end of the current billing period of its products. In order to do that, you need to cancel the subscription.
If the subscription has not started yet, you can edit the start date too.

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Products

You can edit the price and quantity of products that currently belong to a subscription, and add or remove them freely.

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Update product price

You can edit prices immediately by clicking the product ... then update price. The price updates immediately and applies to the next invoice.

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Update product quantity

You can edit the quantity (except for usage-based and connected seats) by clicking the product ... then update quantity.
The quantity change always applies immediately. Two settings control only how it is billed:
  • Payment schedule sets when billing happens (not when the change applies):
    • Immediately: a separate invoice (or credit note) is issued and charged right away.
    • Next invoice: the adjustment is added as a line on the next invoice.
  • Update method sets how the adjustment is computed:
    • Pro-rata: only the remaining or elapsed portion of the period.
    • Full price: the full period amount.
    • Do not charge / refund: apply the new quantity without any billing.
Whether the adjustment is a charge (positive line) or a credit (negative line), and whether a line appears at all, depends on whether the product is billed at the start of the period (in advance) or at the end of the period (in arrears). It also depends on the direction of the change (increase or decrease). See Subscriptions with start and end of period products.
With Full price, no adjustment line is produced for an end-of-period increase (the added quantity is billed at full price on the regular end-of-period invoice) or a start-of-period decrease (the removed quantity was already paid for the current period).
Do not charge / refund never bills the customer, but whether a line is recorded depends on the payment schedule:
  • Immediately: nothing is billed and no invoice is generated.
  • Next invoice: a zero-amount line is added to the next invoice to record the change (labelled as not invoiced for the period).
For worked billing examples of each case, see Connected seats billing calculation examples, which uses the same start and end of period, pro-rata, full, and no-charge logic.
This dialog always applies the change immediately. To apply a quantity change on a future date, use an Advanced update instead.

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Add product

You can add products directly to a live subscription by clicking add product. You can add products with an existing price configuration or configure them manually. They will be added immediately to the subscription, and can be charged full price, pro-rata or not charged, immediately or on the next invoice.

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Remove product

You can remove products from the subscription immediately by clicking the product ... then remove product. Depending on the product balance, they can be charged or refunded, at a pro-rata or full price or without payment, immediately or with the next invoice.

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Coupons

You can add or remove coupons freely from the subscription, with immediate effect.

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Add coupon

You can add coupons directly to a live subscription by clicking add coupon. You will then be able to configure the coupon name, application, discount type and products to which it is applied.
When adding a coupon with a duration (e.g., 6 months) during a subscription update or transition, the coupon’s expiration date is automatically calculated from the transition date. This ensures the coupon applies for the correct duration starting from when the update takes effect.

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Remove coupon

You can remove coupons from the subscription immediately by clicking the coupon ... then remove coupon.

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Contract

Contract can be attached, edited or removed from the subscription at any time.

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Invoicing

You can edit the invoicing configuration at any time, with an impact on invoices emitted after the update. Changing Generate draft invoices, Generate documents instead of invoices, or Do not charge subscription requires the Manage subscription invoice settings permission. Without it, these advanced options are hidden and keep their current values. The purchase order, custom invoice note, minimum fee, and invoicing schedule remain editable with the standard subscription update permission.

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Shipping address

Shipping controls are available only when shipping details are enabled for the subscription’s invoicing entity. In the subscription’s Invoicing settings, select a saved customer address in Shipping address, then save your changes. Only shipping addresses are listed. The selected address applies to invoices created after the update and their tax calculations, including Anrok. Existing invoices keep their original address. To remove the subscription-specific address, select Use customer’s default destination:
  • If the customer’s shipping destination is the billing address, Hyperline uses the billing address without a separate shipping address.
  • If the customer’s shipping destination is a separate shipping address, Hyperline uses the customer’s default shipping address.
A saved address cannot be deleted while a subscription references it. First change the address on each subscription that uses it, or select Use customer’s default destination.