Capabilities
Automated tax calculations: Tax is calculated on every invoiceUp-to-date tax rates: Sphere applies the correct rates per jurisdiction
Customer and product sync: Customers and products sync to Sphere automatically
Bi-directional sync: Keep Sequence and Sphere in sync
To use this integration, you need a Sphere account. Reach out to your Sphere representative to get started.
Integration setup
Connect to Sphere
- View integration
- Enter API key
Navigate to “Browse integrations”, locate Sphere in the Tax section, and click “Manage integration”.
Assign tax categories to products
Every product in a billing schedule must have a tax category assigned in Sequence, unless the customer is tax exempt.
Assign any tax category to each product. Sphere calculates the actual rate based on your customer’s location.
- Existing customers
- New customers
If you are an existing Sequence customer connecting Sphere, make sure every product you actively use has a tax category assigned. Go to Settings > Products to review and update any products that are missing one.
How it works
Customer and product sync When you connect Sphere, existing customers and products sync automatically. New customers and updates sync as they’re created. New customers and product updates will show the Sphere link indicator in the dashboard. For existing customers, the indicator may take a moment to appear. Tax rates on invoices Once Sphere is connected, tax is calculated automatically on every invoice. Sphere determines the correct rate based on your customer’s location and tax legislation. When creating a billing schedule, you may be prompted to enter a tax rate percentage if none has been configured for that customer’s country. Enter any value; Sphere will overwrite it with the correct rate when the invoice is generated.
FAQ
What if a product is missing a tax category?
What if a product is missing a tax category?
Go to Settings > Products, find the product, and assign any tax category. The choice does not affect the calculation; Sphere determines the rate.
What if my merchant address is wrong?
What if my merchant address is wrong?
Update it at Settings > Merchant > Address. Tax calculations use this as the point of origin.
Do Sequence products need to be synced with Sphere manually?
Do Sequence products need to be synced with Sphere manually?
No. Customers and products sync automatically. Assign a tax category to each product in Sequence; Sphere calculates the rate from the product and customer location.
How do I handle tax-exempt customers?
How do I handle tax-exempt customers?
Set the customer’s tax status to “Exempt” in their profile. Sphere applies the appropriate exemptions.
How do I set up bi-directional sync?
How do I set up bi-directional sync?
Share your Sequence API key (Settings > API keys) with your Sphere representative so they can complete the setup on their side.
How do I disconnect Sphere?
How do I disconnect Sphere?
Contact the Sequence team. Your account will return to manual tax management.