Sync closed-won Salesforce opportunities with Sequence.

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sequence

API Reference

Integrations

Changelog

Sequence

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Sequence streamlines sales-led Billing for B2B companies with pricing complexity such as usage-based pricing.

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 the attached plan's pricing

Create Billing Schedules

Create usage-based, standard subscriptions or hybrid pricing models

Creating Plans and Products

Manage and organize product prices with the product catalog

Product Catalog

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

Pricing models

Example Plans

Manage your Customers

Adding 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 your 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.

Applying Invoice Discounts

Use a Credit Note to make corrections to previously issued Invoices

Issuing Credit Notes

Offer prepaid credits your customers can burn down over time

Grant Credits to Customers

Invoicing & consuming Credits

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

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

Xero

QuickBooks Online

NetSuite

Automatically import closed-won customers into Sequence.

HubSpot

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 UsageEvents

Create a new UsageEvent

List all UsageMetrics

Get an UsageMetric by ID

Create a new UsageMetric

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 CustomerAlias

Delete a CustomerAlias

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

Get a Price by ID

Create a new Price

Update a Price

Delete a Price

List all TimeTravellers

Get a TimeTraveller by ID

Create a new TimeTraveller

Update a TimeTraveller

List all Discounts

Get a Discount by ID

Create a new Discount

Delete a Discount

List all Invoices

Create a new Invoice

Update an Invoice

Void an Invoice

Update payment status for an invoice

Calculate invoice totals

Download invoice PDF

List all LineItems

Create a new LineItem

Update a LineItem

Delete a LineItem

List all LineItemGroups

Create a new LineItemGroup

Delete a LineItemGroup

Update a LineItemGroup

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 CreditNote by ID

Create a new CreditNote

Update a CreditNote

Calculate credit note totals

Void a Credit Note

List all line item groups for credit note (unpaginated)

List all line item groups for credit note

List all CreditNoteLineItems

Create a new CreditNoteLineItem

Update a CreditNoteLineItem

Delete a CreditNoteLineItem

List all CreditNoteLineItemGroups

Create a new CreditNoteLineItemGroup

Update a CreditNoteLineItemGroup

Delete a CreditNoteLineItemGroup

List all TaxRates

Get a TaxRate by ID

Create a new TaxRate

Update a TaxRate

Delete a TaxRate

List all versions of TaxRate

Get a version of TaxRate by ID and version number

Create a new version of TaxRate

Delete a version of TaxRate

List all TaxRegistrations

Get a TaxRegistration by ID

Create a new TaxRegistration

Update a TaxRegistration

Delete a TaxRegistration

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

Salesforce