Sequence provides a flexible, compliant invoicing solution. Automate invoicing with billing schedules or create one-off invoices in the dashboard. Invoices can be found in the ‘Billing’ tab. You can sync invoices and credit notes with your Accounting & ERP systems using our native integrations.

Sequence automatically calculates line items (including usage-based charges) for invoices from billing schedules. Line items correspond to products in the attached plan.

Invoices include a cover page with business and customer details, charges summary, payment info, and a customer memo. The second page shows line item groups and individual line items.

Invoice Editor

Customize the style of your invoice and credit notes to keep billing and invoicing experiences aligned with your brand. Reach out to a member of the team to set your color theme and add your company logo to invoices and credit notes issued to customers.

Sequence supports regular sales tax, reverse charge and tax exempt invoices.

Sequence automatically generates incremental invoice numbers with custom formats. Reach out to a member of the team to make a change to the format or numbering sequence. Alternatively, manually define your invoice number during invoice finalization.

Invoice numbering

Invoice numbers are generated when invoices or credit notes are finalized or voided.

By default Sequence will automatically generate your invoice and credit note numbers. These will be sequential, ensuring there are no gaps. The default invoice and credit note prefixes are SEQ and SCN. You can change the prefix in settings. We recommend using a separate numbering sequence to avoid any clashes with your Accounting suite or ERP. To adjust your starting number, reach out to the team. An invoice or credit note will be assigned a number when it is finalized or voided.

If you would rather specify the number each time you finalize/void an invoice or credit note then this is an option that can be set on your account. You will then be prompted to enter the number when you finalize or void an invoice/credit note. This can be useful if you are generating invoices in multiple systems and want to avoid duplicate numbers. An easier alternative is to use a different prefix in different systems. This way you can still benefit from Sequence’s automatic numbering without risk of duplication.

Managing invoices

Sequence supports multiple states to capture the lifecycle of an invoice, from initial creation to marking an invoice as paid. By default, new invoices are created as drafts. You can edit any part of a draft invoice, including line items and recipient information.

Sequence can send invoices directly to your customers. Sent invoices are delivered via email and include a PDF of the invoice (with your company email in CC).

Invoices have the following status: Draft, Final, Sent, Voided

Invoice Status

Payment status

Once an invoice has been finalized, you can update its payment status to one of the following options.

If you reconcile using your ERP integration with Xero, this will automatically change the payment status in Sequence for that invoice.

Invoice Payment Status

Example invoice lifecycle:

  1. Sequence billing schedules creating draft invoices at month-end
  2. Billing operator reviews and finalizes open invoices
  3. Billing operator issues invoices to the customer
  4. Payment is received
  5. Invoices are marked as paid

Recalculating invoices

Recalculating Invoices reduces the time spent on manual invoice updates, and makes it easier to test invoices in your sandbox environment.

Recalculate an invoice to update usage-based line items with new data. To recalculate an invoice, click the ‘recalculate’ option above the invoice preview.

Recalculating an invoice will regenerate the invoice using Sequence Billing Engine. Any manual changes made to the invoice will be discarded.

Invoice adjustments

Sequence is designed for financial operators and provides a flexible editor to make any adjustments to draft invoices. Rename, change rates and quantities or add/remove line items from the invoice.

Invoice adjustments:

  • Edit existing line items (Name, Rate, quantity, tax rate)
  • Add new line item groups and line items
  • Remove line items
  • Apply Invoice Discounts
Invoice Editing

Create a one-time invoice

  • Dashboard

  1. Go to the Add New button and click Invoice
Create one-time invoice
  1. Submit the form with your customer’s configuration
Create one-time invoice

Local invoice compliance

Ensure your invoices adhere to the laws and regulations of the involved countries. While Sequence supports a range of countries and currencies, please ensure you comply with local e-invoicing and regulatory requirements. For country-specific invoicing guidelines, view this example guide.