Create customers
Create customers via the dashboard, API or import from integrations
Use the dashboard or the Customers API to create customers in Sequence. To create a customer in Sequence, the following fields are required:
- Company name
- Billing details (primary contact and billing address)
- Tax status
Sequence uses the company name and billing details you provide when creating customer invoices. When you’re creating a new customer, the provided contact is automatically marked as the primary billing contact and will receive invoice notifications.
- Go to the Add new button and click Customer.
- Fill in your customer details and Submit the form.
Managing contacts
Sequence uses contacts to make it easy to store multiple email addresses for a given customer. Contacts may be imported from a third party integration such as your CRM or added from scratch and can be used as recipients for quotes or for invoices.
A primary billing contact is required for third-party integrations. You can mark any contact as the primary billing contact.
Defining customer aliases
Customer aliases allow you to associate your own identifiers to a customer, which you can use when sending usage data to Sequence. By default, the Sequence ID for the customer is a valid alias. If your product doesn’t include usage-based fees, or you are happy referencing customers by their Sequence ID in your usage data, leave this field blank.
Customer aliases allow you to decouple submitting usage data from billing. Use your native identifier for your customers when submitting usage and avoid maintaining a mapping to Sequence IDs on your end. For example, you can use customer aliases to track usage for customers that have not yet been created in Sequence, or represent relationships between users of your product and customers paying for that usage, if those as separate entities in your system.
Usage events are attributed to a customer via their aliases
Customers in Sequence can have any number of aliases. Each alias must be globally unique. View the Usage examples guide to learn more about how usage events map to your customers.
Archiving customers
You can archive customers via the dashboard. When you archive a customer, all billing schedules for the customer will be archived and any remaining draft invoices will be voided. Finalized and sent invoices will remain.