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Sync closed-won Salesforce opportunities with Sequence.

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

Salesforce Integration | Sequence Documentation

Salesforce

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 and organize product prices with the product catalog

Manage and organize product prices with Sequence’s product catalog, enabling reusable prices across multiple plans for efficient billing.

Managing Your Product Catalog | Sequence Documentation

Product catalog

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

Manage your customers

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

Add customers

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

Managing Tax Rates | Sequence Documentation

Tax rates

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

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

Balances

View a log and submit seat update events sent to Sequence

Seat updates

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 credits to customers

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

How to Use Credits in Invoicing | Sequence Documentation

Invoicing & consuming credits

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

Seamlessly recognize pre-paid revenue in your accounting system with Sequence, ensuring compliance with financial regulations.

Recognizing Pre-Paid Revenue | Sequence Documentation

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

Explore Sequence's comprehensive data models for efficient export to your preferred destinations, covering invoices, customers, and more.

Data Models & Export | Sequence Documentation

Data models

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

Utilize live Google Sheets exports for up-to-date reporting on Sequence data, enhancing your financial analysis and insights.

Live Google Sheets Exports | Sequence Documentation

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.

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

Sequence provides native integrations with your existing stack

Integrate with your stack

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

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

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

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

NetSuite Integration | Sequence Documentation

NetSuite

Automatically import closed-won customers into Sequence.

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

Automatically collect payments via Stripe

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

Stripe Integration | Sequence Documentation

Stripe

Automatically ingest usage events into Sequence from your data warehouse

Streamline your usage data import from data warehouses into Sequence for automated and scalable billing processes.

Data Warehouse Integration | Sequence Documentation

Automate your usage data import from BigQuery for accurate billing and insights, ensuring data integrity and efficiency.

BigQuery Integration Setup | Sequence Documentation

BigQuery

Set up automatic import of your usage data from Snowflake into Sequence, simplifying data management and billing processes.

Snowflake Integration | Sequence Documentation

Snowflake

Automate your usage data import from Redshift into Sequence for accurate and scalable billing processes.

Redshift Integration | Sequence Documentation

Redshift

Learn how to completely automate your financial operations

Begin automating your financial operations with the Sequence API, offering secure management across your company's financial activities.

Getting Started with Sequence | Sequence Documentation

Getting Started

Authenticate your API requests using a Client ID and Secret.

Secure your API requests using our straightforward Client ID and Secret method for enhanced security and integration.

API Authentication Guide | Sequence Documentation

Authentication

Learn how to specify the version of the REST API you want to use.

Understand how to use specific versions of the Sequence REST API for consistent and reliable integration with your systems.

API Versioning Guide | Sequence Documentation

Versioning

All backward-incompatible changes to the Sequence REST API

Changes

Understand how to configure Webhooks in Sequence to integrate with your systems.

Overview

Accounting & ERP

CRM

Payments

Data

Salesforce