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)

  1. 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.
  2. 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.

To see what child accounts are associated with a parent, view the customer detail page.