Documentation Index
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You can create parent-child relationships between your customers in Sequence using the Dashboard or the Customers API. This allows for consolidated billing across a hierarchy of customers. Use parent-child relationships to bill a parent customer for their child customer’s usage (see roll-up billing)
- Add a New Customer:
- Click the Add new button and select Customer.
- In the customer details drawer, select the parent customer from the Parent dropdown.
- Click Add New to save.
- Edit an Existing Customer:
- Find the customer you want to edit and click Edit Customer.
- In the customer details drawer, select the parent customer from the Parent dropdown.
- Click Update to save changes.
Use the create or update customer endpoint:
You can Create Customer with a specified parentIdcurl --request POST \
--url https://sandbox.sequencehq.com/api/customers \
--header 'Authorization: Basic <credentials>' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--data '
{
"parentId": "0347cfb1-d6c3-4c1e-a5b6-f2a83553e70d",
"address": {
"line1": "Credit Now",
"line2": "3180 18th St",
"town": "San Francisco",
"postCode": "94110",
"country": "US"
},
"legalName": "Sam Lawford",
"contactName": "Sam Lawford",
"email": "billing@creditnow.com",
"telephone": "02010001000",
"paymentReference": "John halls",
"label": "First US customer"
}
parentIdcurl --request PUT \
--url https://sandbox.sequencehq.com/api/customers/74e28294-7636-4eb1-949c-0f7f8f31e2d5 \
--header 'Authorization: Basic <credentials>' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--data '
{
"parentId": "0347cfb1-d6c3-4c1e-a5b6-f2a83553e70d",
"address": {
"line1": "Credit Now",
"line2": "3180 18th St",
"town": "San Francisco",
"postCode": "94110",
"country": "US"
},
"legalName": "Sam Lawford",
"contactName": "Sam Lawford",
"email": "billing@creditnow.com",
"telephone": "02010001000",
"paymentReference": "John halls",
"label": "First US customer"
}
