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
  • Email
  • Billing address
  • Tax status

Sequence uses the company name and billing address you provide when creating customer invoices. The provided email address will receive payment notifications and receive issued invoices.

  • Dashboard

  • Via API

  1. Go to the Add new button and click Customer.
  2. Fill in your customer details and Submit the form.
Add Customer

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. 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 provide extra flexibility when submitting usage. For example, you can use customer aliases to Track usage for customers that have not yet been created in Sequence Use the most natural identifier for your customers in the context where usage events are created (such as your application backend), without having to maintain an explicit mapping to Sequence objects Represent relationships between users of your product and customers paying for that usage, if those are separate entities in your system

Customer Alias Example

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.

Managing tax

Sequence has a flexible sales tax system. Our team will help you set up the correct sales tax rates for your business.

When creating a customer, select the tax status: taxed (default), tax exempt, or reverse charged.

Reverse charge invoices are marked as such and do not include any tax rates. Instead your customer will be liable for tax (as per the reverse-charge procedure). Reverse charge invoices need to include the VAT number of your customer which can be provided via the Tax ID field. Reverse-charge procedures may apply if a UK-based business is selling products to a business based in France, for example.