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Link Sequence customers to your CRM, ERP and Payment providers

Manual linking of Sequence customers to external integrations like CRM and ERP systems, keeping customer records cohesive and connected.

Linking Customers in Sequence | Sequence Documentation

Linking customers

Custom pricing shouldn’t slow down your revenue operations. B2B companies of all sizes use Sequence to scale pricing, billing and invoicing workflows.

Overview

Get to know Sequence by understanding the core resources

Discover the fundamentals of our billing system, including customers, products, invoices, and usage metrics for streamlined operations.

Core Billing Concepts Explained | Sequence Documentation

Concepts

Recommended steps before rolling out Sequence in Sandbox and Production

Recommended steps for rolling out Sequence in Sandbox and Production, ensuring a smooth transition and setup.

Onboarding to Sequence | Sequence Documentation

Onboarding

Automatically generate invoices with a billing schedule

Design billing schedules that automate invoicing, support complex models, and simplify your billing operations with our tools.

Creating Flexible Billing Schedules | Sequence Documentation

Billing schedules

Use phases in billing schedules to represent pre-agreed price changes, trial periods or pricing ramps 

Implement scheduled price changes, trial periods, and pricing ramps with billing schedule phases for adaptive billing strategies.

Billing Schedule Phases Explained | Sequence Documentation

Phases

Manage products and prices with the product catalog

Manage and organize products and prices in the product catalog, enabling reusable prices across multiple plans for efficient billing.

Managing Your Product Catalog | Sequence Documentation

Product catalog

How to use Sequence with standard pricing plans or packages

Discover how to bill for custom plans in Sequence to enable automated billing for your PLG motion.

Self-serve Plans | Sequence Documentation

Self-serve plans

Charge one-time or fixed recurring standard fees

Sequence supports a range of standard and usage-based pricing models, allowing for flexible and tailored billing strategies.

Understanding Pricing Models | Sequence Documentation

Standard pricing

Sequence supports a range of standard and usage-based pricing models

Usage-based pricing

Sequence provides native support for dynamic seat and user based pricing models

Sequence supports a range of standard, seat-based usage-based pricing models, allowing for flexible and tailored billing strategies.

Seat-based pricing

Use minimum fees to bill for a committed amount regardless of usage

Minimum fees

Use instant charges to bill your customers in real-time when a usage event happens

Discover how to use instant charges in Sequence for real-time billing on usage events, ideal for FinTech and transaction-based services.

Implementing Instant Charges | Sequence Documentation

Instant charges

Create order forms, proposals and sales quotes with custom deal terms in minutes

Learn how to create, share, sign and execute sales quotes and automate financial workflows in Sequence.

Create quotes | Sequence Documentation

Create quotes

Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign

Guide on Sequence's native e-signature integration powered by Dropbox Sign.

E-Signatures for Quotes | Sequence Documentation

E-signature

Upload additional documents to quotes to simplify the signing process for prospects 

Learn how to attach additional documents to quotes in Sequence.

Attach documents to quotes | Sequence Documentation

Attach documents

Create customers via the dashboard, API or import from integrations

Learn how to easily add customer profiles in Sequence, ensuring streamlined billing with necessary details like company name and contact information.

Add Customers to Sequence | Sequence Documentation

Create customers

Unlock a branded portal for customers to view past invoices, usage and credit balances

Enable a custom-branded customer portal in Sequence where customers can view their invoices, usage data, and credit balances, enhancing transparency and trust.

Customer Portal Access | Sequence Documentation

Customer portal

Learn how to easily create parent-child relationships between your customers in Sequence.

Associate Customers with each other | Sequence Documentation

Parent child hierarchy

Using the Sequence API in your self-serve sign-up flow

Self-serve sign-up flow

Track your usage data in real time and seamlessly integrate it with billing

Usage events are the units in which product usage is measured

Dive into how Sequence models product usage with events, the foundation for flexible and accurate usage-based billing.

Understanding Usage Events | Sequence Documentation

Usage events

Usage metrics aggregate usage events into an overall measure of usage

Leverage Sequence's usage metrics to aggregate events into actionable insights and charges, powering your UBB and analytics.

Usage Metrics Overview | Sequence Documentation

Usage metrics

Usage events and metrics are a flexible framework for representing a wide range of usage-based pricing models

Dive deep into usage events and metrics with Sequence's examples, illustrating how to apply different pricing models for your services.

Usage Events & Metrics Examples | Sequence Documentation

Examples

Leverage comprehensive seat-based billing infrastructure

Seat balances reflect the latest number of seats in use for a customer

Seat balances

View the log of seat update events submitted to Sequence

Seat events

Learn how to build a seat-based billing model end-to-end via API or Dashboard

Guide to seat-based billing

Automatically create invoices, make adjustments and sync with your Accounting suite.

Automate your invoicing process in Sequence, from creation to syncing with your Accounting suite, and customize invoices to align with your brand.

Invoicing Customers in Sequence | Sequence Documentation

Invoicing customers

Automatically remind your customers when payment is due

Automatically remind your customers when payment is due with Sequence’s configurable invoice payment terms and reminder notifications.

Setting Up Payment Reminders | Sequence Documentation

Payment reminders

Invoicing is the process of issuing a bill to a customer for goods or services that have been provided.

Effortlessly apply one-off invoice discounts in Sequence using the invoice editor, providing tailored billing solutions to your customers.

Applying Invoice Discounts | Sequence Documentation

Apply invoice discounts

Use a Credit Note to make corrections to previously issued Invoices

Guide on creating credit notes in Sequence to adjust or correct issued invoices, maintaining accurate financial records.

Issue Credit Notes | Sequence Documentation

Issue credit notes

Offer prepaid credits your customers can burn down over time

Learn how to grant credits to your customers in Sequence, enhancing billing flexibility and customer satisfaction with easy credit management. 

Grant Credits to Customers | Sequence Documentation

Grant customers credits

Learn how credits are automatically applied to invoices, optimizing billing processes and enhancing customer satisfaction.

How to Use Credits in Invoicing | Sequence Documentation

Consuming credits

Create sales tax categories and manage your customer's tax status

Learn how to create sales tax categories, configure tax rates and assign categories to products.

Manage sales tax | Sequence Documentation

Manage sales tax

Configure and apply correct sales tax rates for your business in Sequence, ensuring accurate billing and compliance.

Managing Tax Rates | Sequence Documentation

Tax status

Streamline your month end process with automated journal reports

Streamline your month end process with automated journal reports.

Revenue recognition | Sequence Documentation

Methodology

Journals | Sequence Documentation

Journals

Track of all your billing and usage metrics in one place

The insights dashboard gives you compact view of the health of your billing, invoicing and usage

Insights dashboard | Sequence Documentation

Insights dashboard

Exporting data

Sequence values transparency into how we secure your data and protect our Service.

Finding out how we handle and secure your personal information.

Privacy policy

How to report vulnerabilities as part of our bug bounty program.

Responsible disclosure

The SLAs that we offer on our APIs and services.

Service level agreement

Terms of service

Considering a switch? Learn why customers chose Sequence over Maxio

Considering a switch? Learn why customers chose Sequence over Maxio.

Sequence | Alternative to Maxio | Sequence Documentation

Maxio

Considering a switch? Learn why customers chose Sequence over Chargebee

Considering a switch? Learn why customers chose Sequence over Chargebee.

Sequence | Alternative to Chargebee | Sequence Documentation

Chargebee

Considering a switch? Learn why customers chose Sequence over Stripe Billing

Considering a switch? Learn why customers chose Sequence over Stripe Billing.

Sequence | Alternative to Stripe Billing | Sequence Documentation

Stripe Billing

Currencies

Guide for end-customers receiving invoices via Sequence

End-customer guide

Guide for businesses rolling out Sequences to their customers

Rolling out Sequence

Sequence provides native integrations with your existing stack

Integrate with your stack

Keep Sequence invoices, credit notes and customers in sync with your accounting suite

Sync Sequence invoices in real-time and streamline your accounting process.

Simplify your financial workflows by connecting Sequence with Xero, ensuring efficient customer import and invoice synchronization.

Xero Accounting Integration | Sequence Documentation

Xero

Simplify your financial workflows by connecting Sequence with QuickBooks Online, ensuring efficient customer import and invoice synchronization.

QuickBooks Online Integration | Sequence Documentation

QuickBooks Online

Export Sequence invoices to NetSuite and streamline your accounting process.

Connect Sequence with NetSuite effortlessly, ensuring your financial records stay in sync with seamless accounting integrations.

NetSuite Integration | Sequence Documentation

NetSuite

Sync deal and customer records from HubSpot.

Seamlessly integrate Sequence with HubSpot to automate customer import for closed-won deals, ensuring efficient and synchronized billing processes

HubSpot Integration Guide | Sequence Documentation

HubSpot

Enhance your Salesforce workflows with Sequence quoting and real-time billing data

Sync Salesforce opportunities with Sequence for efficient and streamlined billing processes.

Salesforce Integration | Sequence Documentation

Salesforce

Integrate with Stripe to automatically collect payments from customers and reconcile invoices.

Automate payment collections with Sequence’s Stripe integration, enhancing your billing system with efficient payment processing.

Stripe Integration | Sequence Documentation

Stripe

Use the native e-signature integration for a frictionless signing experience with Sequence CPQ.