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Documentation Index

Fetch the complete documentation index at: https://docs.sequencehq.com/llms.txt

Use this file to discover all available pages before exploring further.

In the customer tab, click on “Add Credit Grant” to open the credit grant sidebar. You will need the following information:
  • Name: A friendly name for your credit grant. This will appear on the invoice as a line item description.
  • Select whether this is a cash or unit credit.
    • If Cash was selected, you’ll be prompted to fill “Amount of credit grant” with the amount of cash you are granting.
    • If Unit was selected, you need to select the metric this grant is associated with, as well as a monetary value for the entire grant in “Total Price” or for each unit in “Price per unit”. Filling one updates the other automatically.
  • Select a tax rate from the drop-down menu. This will be used for any credit line Items or Invoices associated with this grant.
  • Optionally, select an expiry date, after which any remaining balance on the grant will cease to be usable.
  • Choose whether to generate an invoice for this grant. If this is required, a draft invoice will be generated charging the customer for the credit.
Grant Credits
Saving the credit grant will create a new entry in the credit ledger for this specific customer, and will optionally create a draft invoice to the customer for the credit grant.
Credit grant invoices

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Frequently asked questions

Yes, you can delete credit grants.