API Reference

Integrations

Changelog

Sequence

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Sequence provides native integrations with your existing stack

Integrate with your stack

sequence

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

Concepts

Recommended steps before rolling out Sequence in Sandbox and Production

Onboarding

Billing schedules automatically generate customer invoices based on custom pricing or an attached pricing plan

Create billing schedules

Create custom pricing billing schedules to bill for bespoke contracts

Custom pricing

Create re-usable pricing plans to power your self-serve motion

Standard plans

Manage and organize product prices with the product catalog

Product catalog

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

Pricing models

Charge your customers immediately when a usage event happens

Instant charges

Example plans

Manage your customers

Add customers

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

Customer portal

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

Usage events are the units in which product usage is measured

Usage events

Usage metrics aggregate usage events into an overall measure of usage

Usage metrics

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

Examples

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

Invoicing customers

Automatically remind your customers when payment is due

Payment reminders

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

Apply invoice discounts

Use a Credit Note to make corrections to previously issued Invoices

Issue credit notes

Offer prepaid credits your customers can burn down over time

Grant credits to customers

Invoicing & consuming credits

Seamlessly recognize pre-paid revenue in your accounting system, whether those are commitments paid in advance, or pre-paid credits

Recognizing pre-paid revenue

Integrate all your Sequence data with your own data stack

Exporting data

Export any of these data tables to your preferred destination

Data models

Get up-to-date Sequence data delivered directly to Google Sheets

Live Google Sheets exports

Ingest usage data into Sequence directly from your data warehouse

Importing data

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

Compliance overview

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

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

Xero

QuickBooks Online

NetSuite

Automatically import closed-won customers into Sequence.

HubSpot

Sync closed-won Salesforce opportunities with Sequence.

Salesforce

Sync your existing services with Sequence.

Stripe

Automatically ingest usage events into Sequence from your data warehouse

BigQuery

Snowflake

Redshift

Learn how to completely automate your financial operations

Getting Started

Authenticate your API requests using a Client ID and Secret.

Authentication

List all Usage Events

Create a new Usage Event

List all Usage Metrics

Get an Usage Metric by ID

Create a new Usage Metric

List all [Customers](/docs/customers) within one of your [Sequence Accounts](/docs/organisations-and-accounts).

List Customers

Retrieve the details of one of your [Customers](/docs/customers).

Get Customer

Create a new [Customer](/docs/customers), who you can send money to and receive money from.

Create Customer

Update the details of one of your [Customers](/docs/customers).

Update Customer

Delete a Customer

Retrieve the details of one of your [Customer's](/docs/customers) aliases.

Get Customer Aliases

Retrieve the details of one of your [Customers](/docs/customers) using one of their aliases.

Get Customer By Alias

Create a new Customer Alias

Delete a Customer Alias

List all Billing Schedules within one of your [Sequence Accounts](/docs/organisations-and-accounts).

List all Billing Schedules

Retrieve the details of one of your Billing Schedules.

Get Billing Schedule

Create a new [Billing Schedule](/docs/subscriptions) within one of your [Sequence Accounts](/docs/organisations-and-accounts).

Create Billing Schedule

Update an existing [Billing Schedule](/docs/subscriptions) within one of your [Sequence Accounts](/docs/organisations-and-accounts).

Update Billing Schedules

List all Plans within one of your [Sequence Accounts](/docs/organisations-and-accounts).

List Plans

Retrieve the details of one of your Plans.

Get Plan

Create a new [Plan](/docs/plans). A plan represents a collection of [Products](/docs/products) that can be subscribed to one of your [Customers](/docs/customers)

Create a billing plan

Update an existing [Plan](/docs/plans) within one of your [Sequence Accounts](/docs/organisations-and-accounts).
As a result a new version of the plan will be created

Update Plan

List all Prices

Get a Price by ID

Create a new Price

Update a Price

Delete a Price

List all billing products

List all Time Travellers

Get a Time Traveller by ID

Create a new Time Traveller

Update a Time Traveller

List all Discounts

Get a Discount by ID

Create a new Discount

Delete a Discount

List all Products

Get a Product by ID

Create a new Product

Update a Product

List all Invoices

Get an Invoice by ID

Create a new Invoice

Update an Invoice

Void an Invoice

Update payment status for an invoice

Calculate invoice totals

Download invoice PDF

List all Line Items

Create a new Line Item

Update a Line Item

Delete a Line Item

List all Line Item Groups

Create a new Line Item Group

Delete a Line Item Group

Update a Line Item Group

List all line item groups for invoice (unpaginated)

List all line item groups for invoice

List all line items for invoice (unpaginated)

List all line items for invoice

Get a Credit Note by ID

Create a new Credit Note

Update a Credit Note

Calculate credit note totals

Void a Credit Note

List all line items for credit note (unpaginated)

List line items for a credit note

List all line item groups for credit note (unpaginated)

List all line item groups for credit note

List all Credit Note Line Items

Create a new Credit Note Line Item

Update a Credit Note Line Item

Delete a Credit Note Line Item

List all Credit Note Line Item Groups

Create a new Credit Note Line Item Group

Update a Credit Note Line Item Group

Delete a Credit Note Line Item Group

Create a new TaxRate

Update a TaxRate

Create a new version of TaxRate

Get all tax registrations for a customer by customer ID

Get all tax registrations for a merchant by merchant ID

List all of your [Sequence Accounts](/docs/organisations-and-accounts).

List Accounts

Retrieve the details of one of your [Sequence Accounts](/docs/organisations-and-accounts).

Overview

Accounting & ERP

CRM

Payments

Data

Integrate with your stack