# Sequence ## Docs - [Contract intake agent](https://docs.sequencehq.com/agents/contract-intake.md): Automatically parse sales contracts and extract pricing, customer details, and terms - [Watchtower](https://docs.sequencehq.com/agents/watchtower.md): A centralized command center to review, approve, and audit work completed by agents - [Workflows](https://docs.sequencehq.com/agents/workflows.md): Design multi-step automations with a visual builder - [Concepts](https://docs.sequencehq.com/billing/billing-concepts.md): Use phases in billing schedules to represent pre-agreed price changes, trial periods or pricing ramps - [Phases](https://docs.sequencehq.com/billing/billing-schedule-phases.md): Use phases in billing schedules to represent pre-agreed price changes, trial periods or pricing ramps - [Create billing schedules](https://docs.sequencehq.com/billing/create-billing-schedules.md): Automatically generate invoices with a billing schedule - [Milestone billing](https://docs.sequencehq.com/billing/milestone-billing.md): Create billing schedules phases with milestones - [On-demand billing](https://docs.sequencehq.com/billing/on-demand-billing.md): Bill customers for usage on-demand - [Roll-up billing](https://docs.sequencehq.com/billing/roll-up-billing.md): Aggregate usage charges from multiple child customers into a single invoice - [Overview](https://docs.sequencehq.com/compliance/overview.md): Sequence values transparency into how we secure your data and protect our Service. - [Privacy policy](https://docs.sequencehq.com/compliance/privacy-policy.md): Finding out how we handle and secure your personal information. - [Responsible disclosure](https://docs.sequencehq.com/compliance/responsible-disclosure.md): How to report vulnerabilities as part of our bug bounty program. - [Service level agreement](https://docs.sequencehq.com/compliance/service-level-agreement.md): The SLAs that we offer on our APIs and services. - [Terms of service](https://docs.sequencehq.com/compliance/terms-of-service.md): Terms of using Sequence's service - [Create quotes](https://docs.sequencehq.com/cpq/create-quotes.md): Create order forms, proposals and sales quotes with custom deal terms in minutes - [E-signature](https://docs.sequencehq.com/cpq/esignature.md): Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign - [Attach documents](https://docs.sequencehq.com/cpq/upload-agreements.md): Upload additional documents to quotes to simplify the signing process for prospects - [Consuming credits](https://docs.sequencehq.com/credits/consuming-credits.md) - [Grant customers credits](https://docs.sequencehq.com/credits/grant-credits.md) - [Overview](https://docs.sequencehq.com/credits/overview.md): Offer prepaid credits your customers can burn down over time - [Self-serve sign-up flow](https://docs.sequencehq.com/customers/building-integration.md): Using the Sequence API in your self-serve sign-up flow - [Create customers](https://docs.sequencehq.com/customers/create-customer.md): Create customers via the dashboard, API or import from integrations - [Parent child hierarchy](https://docs.sequencehq.com/customers/create-customer-relationships.md) - [Customer portal](https://docs.sequencehq.com/customers/customer-portal.md): Unlock a branded portal for customers to view past invoices, usage and credit balances - [Exporting data](https://docs.sequencehq.com/data/exporting-data.md): Connect Sequence to your data stack - [Insights dashboard](https://docs.sequencehq.com/data/insights-dashboard.md): Track of all your billing and usage metrics in one place - [Concepts](https://docs.sequencehq.com/getting-started/concepts.md): Get to know Sequence by understanding the basics - [Migration](https://docs.sequencehq.com/getting-started/migration.md): Outgrowing your current billing solution? - [Onboarding](https://docs.sequencehq.com/getting-started/onboarding.md): Recommended steps before rolling out Sequence in Sandbox and Production - [Sequence](https://docs.sequencehq.com/getting-started/overview.md): Start automating your manual billing process and unlock error-free revenue collection at scale - [Overview](https://docs.sequencehq.com/integrations/accounting-overview.md): Keep Sequence invoices, credit notes and customers in sync with your accounting suite - [Anrok](https://docs.sequencehq.com/integrations/anrok.md): Integrate with Anrok to automatically calculate sales tax for invoices. - [Attio](https://docs.sequencehq.com/integrations/attio.md): Sync deal and customer records from Attio. - [Avalara](https://docs.sequencehq.com/integrations/avalara.md): Integrate with Avalara to automatically calculate sales tax for invoices. - [Bigquery](https://docs.sequencehq.com/integrations/bigquery-export.md): Export Sequence data into your Bigquery instance - [Export Sequence data](https://docs.sequencehq.com/integrations/data-overview.md): Connect Sequence to your data stack - [Dropbox Sign](https://docs.sequencehq.com/integrations/dropbox-sign.md): Use the native e-signature integration for a frictionless signing experience with Sequence CPQ. - [Equals](https://docs.sequencehq.com/integrations/equals.md): Sync Sequence revenue and billing data with Equals and unlock advanced ARR dashboards - [HubSpot](https://docs.sequencehq.com/integrations/hubspot.md): Sync deal and customer records from HubSpot. - [Linking customers](https://docs.sequencehq.com/integrations/linking-customers.md): Link Sequence customers to your CRM, ERP and Payment providers - [NetSuite](https://docs.sequencehq.com/integrations/netsuite.md): Export Sequence invoices to NetSuite and streamline your accounting process. - [Numeral](https://docs.sequencehq.com/integrations/numeral.md): Integrate with Numeral to automatically calculate sales tax for invoices. - [Integrate with your stack](https://docs.sequencehq.com/integrations/overview.md): Sequence provides native integrations with your existing stack - [QuickBooks Online](https://docs.sequencehq.com/integrations/quickbooks.md): Sync Sequence invoices in real-time and streamline your accounting process. - [Rillet](https://docs.sequencehq.com/integrations/rillet.md): Sync Sequence invoices in real-time and streamline your accounting process. - [Salesforce](https://docs.sequencehq.com/integrations/salesforce.md): Enhance your Salesforce workflows with Sequence quoting and real-time billing data - [Snowflake](https://docs.sequencehq.com/integrations/snowflake-export.md): Export Sequence data into your Snowflake instance - [Sphere](https://docs.sequencehq.com/integrations/sphere.md): Integrate with Sphere to automatically calculate and apply sales tax to invoices. - [Stripe](https://docs.sequencehq.com/integrations/stripe.md): Integrate with Stripe to automatically collect payments from customers and reconcile invoices. - [Xero](https://docs.sequencehq.com/integrations/xero.md): Sync Sequence invoices in real-time and streamline your accounting process. - [Zapier](https://docs.sequencehq.com/integrations/zapier.md): Use Sequence Zapier templates to automate workflows and send notifications - [Issue credit notes](https://docs.sequencehq.com/invoicing/credit-notes.md): Use a Credit Note to make corrections to previously issued Invoices - [Apply invoice discounts](https://docs.sequencehq.com/invoicing/invoice-discounts.md): Invoicing is the process of issuing a bill to a customer for goods or services that have been provided. - [Invoicing customers](https://docs.sequencehq.com/invoicing/invoicing-customers.md): Automatically create invoices, make adjustments and sync with your Accounting suite. - [Payment reminders](https://docs.sequencehq.com/invoicing/payment-reminders.md): Automatically remind your customers when payment is due - [Examples](https://docs.sequencehq.com/metrics-events/examples.md): Usage events and metrics are a flexible framework for representing a wide range of usage-based pricing models - [Overview](https://docs.sequencehq.com/metrics-events/overview.md): Track your usage data in real time and seamlessly integrate it with billing - [Usage events](https://docs.sequencehq.com/metrics-events/usage-events.md): Usage events are the units in which product usage is measured - [Usage metrics](https://docs.sequencehq.com/metrics-events/usage-metrics.md): Usage metrics aggregate usage events into an overall measure of usage - [Chargebee](https://docs.sequencehq.com/migration/chargebee.md): Considering a switch? Learn why customers chose Sequence over Chargebee - [Maxio](https://docs.sequencehq.com/migration/maxio.md): Considering a switch? Learn why customers chose Sequence over Maxio - [Stripe Billing](https://docs.sequencehq.com/migration/stripe-billing.md): Considering a switch? Learn why customers chose Sequence over Stripe Billing - [Minimum fees](https://docs.sequencehq.com/plans-products/minimum-fees.md): Use minimum fees to bill for a committed amount regardless of usage - [Product catalog](https://docs.sequencehq.com/plans-products/product-catalogue.md): Manage products and prices with the product catalog - [Seat-based pricing](https://docs.sequencehq.com/plans-products/seat-based-pricing.md): Sequence provides native support for dynamic seat and user based pricing models - [Self-serve plans](https://docs.sequencehq.com/plans-products/self-serve-plans.md): How to use Sequence with standard pricing plans or packages - [Standard pricing](https://docs.sequencehq.com/plans-products/subscription-pricing.md): Charge one-time or fixed recurring standard fees - [Usage-based pricing](https://docs.sequencehq.com/plans-products/usage-based-pricing.md): Sequence supports a range of standard and usage-based pricing models - [Delete User](https://docs.sequencehq.com/reference/2024-07-30/account/delete-user.md): Delete one of your Users. - [Get a user](https://docs.sequencehq.com/reference/2024-07-30/account/get-a-user.md): Retrieve the details of one of your users. - [Get your account](https://docs.sequencehq.com/reference/2024-07-30/account/get-your-account.md): Retrieve the details of your Sequence account. - [List all Users](https://docs.sequencehq.com/reference/2024-07-30/account/list-all-users.md): List all users within your Sequence account. - [List your accounts](https://docs.sequencehq.com/reference/2024-07-30/account/list-your-accounts.md): List all of your Sequence accounts. - [Update Account](https://docs.sequencehq.com/reference/2024-07-30/account/update-account.md): Update Sequence account information - [Activate Billing Schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/activate-billing-schedule.md): Activate an existing draft [Billing Schedule](/billing/create-billing-schedules). - [Archive Billing Schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/archive-billing-schedule.md): Archive a [Billing Schedule](/billing/create-billing-schedules). - [Create a new credit grant](https://docs.sequencehq.com/reference/2024-07-30/billing/create-a-new-credit-grant.md): Create a new credit grant - [Create a new credit transaction](https://docs.sequencehq.com/reference/2024-07-30/billing/create-a-new-credit-transaction.md): Create a new credit transaction - [Create a new Price](https://docs.sequencehq.com/reference/2024-07-30/billing/create-a-new-price.md): Create a new Price - [Create Billing Schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/create-billing-schedule.md): Create a new [Billing Schedule](/billing/create-billing-schedules). - [Delete a credit grant](https://docs.sequencehq.com/reference/2024-07-30/billing/delete-a-credit-grant.md): Delete a credit grant by ID - [Delete a discount](https://docs.sequencehq.com/reference/2024-07-30/billing/delete-a-discount.md): Delete a discount - [Delete a Price](https://docs.sequencehq.com/reference/2024-07-30/billing/delete-a-price.md): Delete a Price - [Duplicate a billing schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/duplicate-a-billing-schedule.md): Duplicate a [billing schedule](/billing/create-billing-schedules). - [Get a credit grant](https://docs.sequencehq.com/reference/2024-07-30/billing/get-a-credit-grant.md): Get a credit grant by ID - [Get a discount by ID](https://docs.sequencehq.com/reference/2024-07-30/billing/get-a-discount-by-id.md): Get a discount by ID - [Get a Price by ID](https://docs.sequencehq.com/reference/2024-07-30/billing/get-a-price-by-id.md): Get a Price by ID - [Get Billing Schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/get-billing-schedule.md): Retrieve the details of one of your Billing Schedules. - [List all billing products](https://docs.sequencehq.com/reference/2024-07-30/billing/list-all-billing-products.md): List all products with billing prices - [List all Billing Schedules](https://docs.sequencehq.com/reference/2024-07-30/billing/list-all-billing-schedules.md): List all Billing Schedules. - [List all discounts](https://docs.sequencehq.com/reference/2024-07-30/billing/list-all-discounts.md): List all discounts for Sequence account - [List all Prices](https://docs.sequencehq.com/reference/2024-07-30/billing/list-all-prices.md): List all Prices - [List Credit Balances for a customer](https://docs.sequencehq.com/reference/2024-07-30/billing/list-credit-balances-for-a-customer.md): List all Credit Balances including their grants and transactions - [List credit grants](https://docs.sequencehq.com/reference/2024-07-30/billing/list-credit-grants.md): List all credit grants for this account - [List Credit Grants for a customer](https://docs.sequencehq.com/reference/2024-07-30/billing/list-credit-grants-for-a-customer.md): List all Credit Grants and their outstanding balances where the balance is non-zero - [Update a discount](https://docs.sequencehq.com/reference/2024-07-30/billing/update-a-discount.md): Update a discount - [Update a Price](https://docs.sequencehq.com/reference/2024-07-30/billing/update-a-price.md): Update a Price - [Update a Price Usage Metric](https://docs.sequencehq.com/reference/2024-07-30/billing/update-a-price-usage-metric.md): Update a Price's Usage Metric ID or Seat Type ID. Is useful for providing support with changing a metric for an active schedule. - [Update Billing Schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/update-billing-schedule.md): Update an existing [Billing Schedule](/billing/create-billing-schedules). - [Validate taxes on a billing schedule](https://docs.sequencehq.com/reference/2024-07-30/billing/validate-taxes-on-a-billing-schedule.md): Validate the tax strategy that will apply to the given billing schedule before it's created or updated. - [Create billing schedule payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/create-billing-schedule-payment-settings.md): Create payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Create customer payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/create-customer-payment-settings.md): Create payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Create invoice payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/create-invoice-payment-settings.md): Create payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Delete billing schedule payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/delete-billing-schedule-payment-settings.md): Delete payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Delete customer payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/delete-customer-payment-settings.md): Delete payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Delete invoice payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/delete-invoice-payment-settings.md): Delete payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Get billing schedule payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/get-billing-schedule-payment-settings.md): Get payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment set… - [Get billing schedule payment settings by billing schedule ID](https://docs.sequencehq.com/reference/2024-07-30/collections/get-billing-schedule-payment-settings-by-billing-schedule-id.md): Get payment settings for billing schedules by billing schedule ID. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billi… - [Get customer payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/get-customer-payment-settings.md): Get payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment settings w… - [Get invoice payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/get-invoice-payment-settings.md): Get payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payment… - [Get invoice payment settings by invoice ID](https://docs.sequencehq.com/reference/2024-07-30/collections/get-invoice-payment-settings-by-invoice-id.md): Get payment settings for invoices by invoice ID. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing sch… - [Payment settings for Sequence account](https://docs.sequencehq.com/reference/2024-07-30/collections/payment-settings-for-sequence-account.md): Retrieves payment settings for the current Sequence accounts. If no settings exist, default settings will be returned. - [Stripe collection settings for Sequence account](https://docs.sequencehq.com/reference/2024-07-30/collections/stripe-collection-settings-for-sequence-account.md): Retrieves Stripe collection settings for the current Sequence accounts. If no settings exist, default settings will be returned. - [Update billing schedule payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/update-billing-schedule-payment-settings.md): Update payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Update customer payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/update-customer-payment-settings.md): Update payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Update invoice payment settings](https://docs.sequencehq.com/reference/2024-07-30/collections/update-invoice-payment-settings.md): Update payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Update payment settings for Sequence account](https://docs.sequencehq.com/reference/2024-07-30/collections/update-payment-settings-for-sequence-account.md): Updates payment settings for the current Sequence accounts. - [Update Stripe collection settings for Sequence account](https://docs.sequencehq.com/reference/2024-07-30/collections/update-stripe-collection-settings-for-sequence-account.md): Updates Stripe collection settings for the current Sequence accounts. - [Add a customer to a customer organization](https://docs.sequencehq.com/reference/2024-07-30/customer/add-a-customer-to-a-customer-organization.md): Add a [customer](/customers/overview) to an existing customer organization. This action does not impact their membership in other organizations. - [Archive a contact](https://docs.sequencehq.com/reference/2024-07-30/customer/archive-a-contact.md): Mark a contact as archived - [Archive customer](https://docs.sequencehq.com/reference/2024-07-30/customer/archive-customer.md): Archive a [customer](/customers/overview). - [Create a customer organization](https://docs.sequencehq.com/reference/2024-07-30/customer/create-a-customer-organization.md): Create a customer organization to manage parent-child relationships for your [customers](/customers/overview). - [Create a new contact](https://docs.sequencehq.com/reference/2024-07-30/customer/create-a-new-contact.md): Create a contact - [Create a new Customer Alias](https://docs.sequencehq.com/reference/2024-07-30/customer/create-a-new-customer-alias.md): Create a new Customer Alias - [Create customer](https://docs.sequencehq.com/reference/2024-07-30/customer/create-customer.md): Create a new [customer](/customers/overview), who you can send money to and receive money from. - [Delete a Customer Alias](https://docs.sequencehq.com/reference/2024-07-30/customer/delete-a-customer-alias.md): Delete a Customer Alias - [Get customer](https://docs.sequencehq.com/reference/2024-07-30/customer/get-customer.md): Retrieve the details of one of your [Customers](/customers/overview). - [Get Customer Aliases](https://docs.sequencehq.com/reference/2024-07-30/customer/get-customer-aliases.md): Retrieve the details of one of your [Customer's](/customers/overview) aliases. - [Get customer by alias](https://docs.sequencehq.com/reference/2024-07-30/customer/get-customer-by-alias.md): Retrieve the details of one of your [customers](/customers/overview) using one of their aliases. - [List all contacts for a customer](https://docs.sequencehq.com/reference/2024-07-30/customer/list-all-contacts-for-a-customer.md): List all contacts for a customer - [List all Customer Aliases](https://docs.sequencehq.com/reference/2024-07-30/customer/list-all-customer-aliases.md): List all Customer Aliases - [List customers](https://docs.sequencehq.com/reference/2024-07-30/customer/list-customers.md): List all [customers](/customers/overview). - [Replace members of a customer organization](https://docs.sequencehq.com/reference/2024-07-30/customer/replace-members-of-a-customer-organization.md): Replace all [customer](/customers/overview) in an existing customer organization. This action does not impact their membership in other organizations. - [Update a contact](https://docs.sequencehq.com/reference/2024-07-30/customer/update-a-contact.md): Update a contact - [Update a Customer Alias](https://docs.sequencehq.com/reference/2024-07-30/customer/update-a-customer-alias.md): Update a Customer Alias - [Update customer](https://docs.sequencehq.com/reference/2024-07-30/customer/update-customer.md): Update the details of one of your [customers](/customers/overview). - [Convert upcoming invoice to draft](https://docs.sequencehq.com/reference/2024-07-30/invoices/convert-upcoming-invoice-to-draft.md): Updates to DRAFT status and recalculates invoice - [Create a new Credit Note](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-a-new-credit-note.md): Create a new Credit Note - [Create a new Credit Note Line Item](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-a-new-credit-note-line-item.md): Create a new Credit Note Line Item - [Create a new Credit Note Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-a-new-credit-note-line-item-group.md): Create a new Credit Note Line Item Group - [Create a new Line Item](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-a-new-line-item.md): Create a new Line Item - [Create a new Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-a-new-line-item-group.md): Create a new Line Item Group - [Create an invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/create-an-invoice.md): Create a new invoice - [Delete a Credit Note](https://docs.sequencehq.com/reference/2024-07-30/invoices/delete-a-credit-note.md): Delete a Credit Note - [Delete a Credit Note Line Item](https://docs.sequencehq.com/reference/2024-07-30/invoices/delete-a-credit-note-line-item.md): Delete a Credit Note Line Item - [Delete a Credit Note Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/delete-a-credit-note-line-item-group.md): Delete a Credit Note Line Item Group - [Delete a Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/delete-a-line-item-group.md): Delete a Line Item Group - [Delete an Invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/delete-an-invoice.md): Delete an Invoice. NB. You can only delete a draft or in-progress invoice. If you want to correct an invoice you have already finalised, you should void it instead. If you want to correct an invoice you have already sent, you should create a credit note. - [Deletes a Line Item](https://docs.sequencehq.com/reference/2024-07-30/invoices/deletes-a-line-item.md): Deletes a Line Item - [Download credit note PDF](https://docs.sequencehq.com/reference/2024-07-30/invoices/download-credit-note-pdf.md): Download credit note PDF - [Download invoice PDF](https://docs.sequencehq.com/reference/2024-07-30/invoices/download-invoice-pdf.md): Download invoice PDF - [Finalize and mark invoice as sent without triggering actions except revenue recognition](https://docs.sequencehq.com/reference/2024-07-30/invoices/finalize-and-mark-invoice-as-sent-without-triggering-actions-except-revenue-recognition.md): Finalizes an invoice (if not already finalized) and sets its status to SENT. Emails or notifications are not sent. Integration syncs do not happen. Journal entries are created for the invoice. - [Finalize and send credit note](https://docs.sequencehq.com/reference/2024-07-30/invoices/finalize-and-send-credit-note.md): Updates to SENT status, generates credit note PDF and sends to end-customer - [Finalize and send invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/finalize-and-send-invoice.md): Updates to SENT status, generates invoice PDF and sends to end-customer - [Finalize credit note](https://docs.sequencehq.com/reference/2024-07-30/invoices/finalize-credit-note.md): Updates to FINAL status, generates credit note PDF and prevents further editing - [Finalize invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/finalize-invoice.md): Updates to FINAL status, generates invoice PDF and prevents further editing - [Fix invoices billing runs](https://docs.sequencehq.com/reference/2024-07-30/invoices/fix-invoices-billing-runs.md): Fix invoices with missing billing runs - [Get a Credit Note by ID](https://docs.sequencehq.com/reference/2024-07-30/invoices/get-a-credit-note-by-id.md): Get a Credit Note by ID - [Get an Invoice by ID](https://docs.sequencehq.com/reference/2024-07-30/invoices/get-an-invoice-by-id.md): Get an Invoice by ID - [Get or create Invoice Render Settings](https://docs.sequencehq.com/reference/2024-07-30/invoices/get-or-create-invoice-render-settings.md): Returns invoice render settings or creates new settings if they do not exist - [List all Credit Note Line Item Groups](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-credit-note-line-item-groups.md): List all Credit Note Line Item Groups - [List all Credit Note Line Items](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-credit-note-line-items.md): List all Credit Note Line Items - [List all Credit Notes](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-credit-notes.md): List all Credit Notes for this Sequence account - [List all Invoices](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-invoices.md): List all Invoices - [List all Line Item Groups](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-line-item-groups.md): List all Line Item Groups - [List all Line Items](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-all-line-items.md): List all Line Items - [List Currency Conversions for an Invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/list-currency-conversions-for-an-invoice.md): Lists all currency conversions for a specific invoice. Currency conversions are automatically created for invoices that require regulatory compliance (e.g., UK VAT requiring GBP conversion for foreign currency invoices). - [Mark credit note as sent without triggering actions except revenue recognition](https://docs.sequencehq.com/reference/2024-07-30/invoices/mark-credit-note-as-sent-without-triggering-actions-except-revenue-recognition.md): Finalizes a credit note (if not already finalized) and sets its status to SENT. Emails or notifications are not sent. Integration syncs do not happen. Journal entries are created for the credit note. - [Merge invoices](https://docs.sequencehq.com/reference/2024-07-30/invoices/merge-invoices.md): Merge multiple draft invoices into one - [Patch a sent invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/patch-a-sent-invoice.md): Patch fields on a SENT invoice. Supports updating the purchase order number, customer billing address, memo, and reference. - [Patch an invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/patch-an-invoice.md): Patch an invoice - [Reconcile invoices with external integration](https://docs.sequencehq.com/reference/2024-07-30/invoices/reconcile-invoices-with-external-integration.md): Reconcile invoice properties between our system and integration - [Send a payment reminder for an invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/send-a-payment-reminder-for-an-invoice.md): Send a payment reminder to the billing contacts for an invoice - [Send credit note](https://docs.sequencehq.com/reference/2024-07-30/invoices/send-credit-note.md): Updates to SENT status and sends to end-customer - [Send invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/send-invoice.md): Updates to SENT status and sends to end-customer - [Update a Credit Note](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-a-credit-note.md): Update a Credit Note - [Update a Credit Note Line Item](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-a-credit-note-line-item.md): Update a Credit Note Line Item - [Update a Credit Note Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-a-credit-note-line-item-group.md): Update a Credit Note Line Item Group - [Update a line item](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-a-line-item.md): Update a line item on an invoice - [Update a Line Item Group](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-a-line-item-group.md): Update a Line Item Group - [Update an invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-an-invoice.md): Update an invoice - [Update an Invoice Render Settings](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-an-invoice-render-settings.md): Update an Invoice Render Settings - [Update payment status for an invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/update-payment-status-for-an-invoice.md): Update payment status for an invoice - [Void a Credit Note](https://docs.sequencehq.com/reference/2024-07-30/invoices/void-a-credit-note.md): Void a Credit Note - [Void an Invoice](https://docs.sequencehq.com/reference/2024-07-30/invoices/void-an-invoice.md): Void a DRAFT, FINAL, or SENT invoice. SENT invoices can only be voided if they are UNPAID or UNCOLLECTIBLE - [Add notification types to a policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/add-notification-types-to-a-policy.md): Add new notification types to an existing Notification Policy. - [Add recipients to a policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/add-recipients-to-a-policy.md): Add new recipients to an existing Notification Policy. - [Create Notification policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/create-notification-policy.md): Create a new Notification Policy, which will send matching " + "notifications to the recipients you specify. - [Delete notification policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/delete-notification-policy.md): Delete one of your Notification Policies, to stop sending matching notifications to its recipients. - [Get notification policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/get-notification-policy.md): Retrieve the details of a Notification Policy. - [List All Notification Policies](https://docs.sequencehq.com/reference/2024-07-30/notifications/list-all-notification-policies.md): List All Notification Policies - [Remove a notification type from a policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/remove-a-notification-type-from-a-policy.md): Remove a notification type from an existing Notification Policy. - [Remove a recipient from a policy](https://docs.sequencehq.com/reference/2024-07-30/notifications/remove-a-recipient-from-a-policy.md): Delete a recipient from an existing Notification Policy. - [Archive a list price](https://docs.sequencehq.com/reference/2024-07-30/product/archive-a-list-price.md): Mark a list price as archived - [Archive a product](https://docs.sequencehq.com/reference/2024-07-30/product/archive-a-product.md): Archive one of your products. Once archived, new prices cannot be created for the product. - [Create a list price](https://docs.sequencehq.com/reference/2024-07-30/product/create-a-list-price.md): Create a new list price - [Create a new Product](https://docs.sequencehq.com/reference/2024-07-30/product/create-a-new-product.md): Create a new Product - [Get a list price](https://docs.sequencehq.com/reference/2024-07-30/product/get-a-list-price.md): Get a list price by ID - [Get a Product by ID](https://docs.sequencehq.com/reference/2024-07-30/product/get-a-product-by-id.md): Get a Product by ID - [List all list prices](https://docs.sequencehq.com/reference/2024-07-30/product/list-all-list-prices.md): List all list prices - [List all Products](https://docs.sequencehq.com/reference/2024-07-30/product/list-all-products.md): List all Products - [Update a list price](https://docs.sequencehq.com/reference/2024-07-30/product/update-a-list-price.md): Update a list price - [Update a Product](https://docs.sequencehq.com/reference/2024-07-30/product/update-a-product.md): Update a Product - [Download quote PDF](https://docs.sequencehq.com/reference/2024-07-30/quote/download-quote-pdf.md): Download the PDF for the latest published variant of a quote - [Get quote analytics](https://docs.sequencehq.com/reference/2024-07-30/quote/get-quote-analytics.md): Retrieve view tracking analytics for a quote - [List quotes](https://docs.sequencehq.com/reference/2024-07-30/quote/list-quotes.md): List all of your quotes - [Archive a tax rate](https://docs.sequencehq.com/reference/2024-07-30/taxes/archive-a-tax-rate.md): Archive a tax rate - [Create a new Tax Registration](https://docs.sequencehq.com/reference/2024-07-30/taxes/create-a-new-tax-registration.md): Create a new Tax Registration - [Create a new TaxRate](https://docs.sequencehq.com/reference/2024-07-30/taxes/create-a-new-taxrate.md): Create a new TaxRate - [Delete a Tax Rate](https://docs.sequencehq.com/reference/2024-07-30/taxes/delete-a-tax-rate.md): Delete a Tax Rate - [Delete a Tax Registration](https://docs.sequencehq.com/reference/2024-07-30/taxes/delete-a-tax-registration.md): Delete a Tax Registration - [Get a Tax Rate by ID](https://docs.sequencehq.com/reference/2024-07-30/taxes/get-a-tax-rate-by-id.md): Get a Tax Rate by ID - [Get a Tax Registration by ID](https://docs.sequencehq.com/reference/2024-07-30/taxes/get-a-tax-registration-by-id.md): Get a Tax Registration by ID - [Get all tax registrations for a customer by customer ID](https://docs.sequencehq.com/reference/2024-07-30/taxes/get-all-tax-registrations-for-a-customer-by-customer-id.md): Get all tax registrations for a customer by customer ID - [Get all tax registrations for a merchant by merchant ID](https://docs.sequencehq.com/reference/2024-07-30/taxes/get-all-tax-registrations-for-a-merchant-by-merchant-id.md): Get all tax registrations for a merchant by merchant ID - [List all Tax Rates](https://docs.sequencehq.com/reference/2024-07-30/taxes/list-all-tax-rates.md): List all Tax Rates - [List all Tax Registrations](https://docs.sequencehq.com/reference/2024-07-30/taxes/list-all-tax-registrations.md): List all Tax Registrations - [Update a Tax Registration](https://docs.sequencehq.com/reference/2024-07-30/taxes/update-a-tax-registration.md): Update a Tax Registration - [Update a TaxRate](https://docs.sequencehq.com/reference/2024-07-30/taxes/update-a-taxrate.md): Update a TaxRate - [Calculate usage metric for customer and timeframe](https://docs.sequencehq.com/reference/2024-07-30/usage/calculate-usage-metric-for-customer-and-timeframe.md): Calculate usage metric for customer and timeframe - [Create a new Usage Event](https://docs.sequencehq.com/reference/2024-07-30/usage/create-a-new-usage-event.md): Create a new Usage Event - [Create a new Usage Metric](https://docs.sequencehq.com/reference/2024-07-30/usage/create-a-new-usage-metric.md): Create a new Usage Metric - [Create a seat event](https://docs.sequencehq.com/reference/2024-07-30/usage/create-a-seat-event.md): Create a new seat event. Seat events are used for calculating charges. - [Create a seat metric](https://docs.sequencehq.com/reference/2024-07-30/usage/create-a-seat-metric.md): Create a new seat metric which can be used in prices. - [Delete a seat metric](https://docs.sequencehq.com/reference/2024-07-30/usage/delete-a-seat-metric.md): Delete a seat metric - [Delete a Usage Metric](https://docs.sequencehq.com/reference/2024-07-30/usage/delete-a-usage-metric.md): Delete a Usage Metric - [Get a seat event by ID](https://docs.sequencehq.com/reference/2024-07-30/usage/get-a-seat-event-by-id.md): Retrieve a seat event by its ID - [Get a seat metric](https://docs.sequencehq.com/reference/2024-07-30/usage/get-a-seat-metric.md): Retrieve the details of one of your seat metrics. - [Get a Usage Metric by ID](https://docs.sequencehq.com/reference/2024-07-30/usage/get-a-usage-metric-by-id.md): Get a Usage Metric by ID - [List all seat events](https://docs.sequencehq.com/reference/2024-07-30/usage/list-all-seat-events.md): Retrieve a paginated list of all your submitted seat events. - [List all seat metrics](https://docs.sequencehq.com/reference/2024-07-30/usage/list-all-seat-metrics.md): Retrieve a paginated list of all your seat metrics. - [List all Usage Events](https://docs.sequencehq.com/reference/2024-07-30/usage/list-all-usage-events.md): List all Usage Events - [List all Usage Metrics](https://docs.sequencehq.com/reference/2024-07-30/usage/list-all-usage-metrics.md): List all Usage Metrics - [List Seat balances by Customer](https://docs.sequencehq.com/reference/2024-07-30/usage/list-seat-balances-by-customer.md): List Seat balances grouped by Customer and seat type. - [Update a seat metric](https://docs.sequencehq.com/reference/2024-07-30/usage/update-a-seat-metric.md): Update a seat metric which can be used in prices. - [Update a Usage Metric](https://docs.sequencehq.com/reference/2024-07-30/usage/update-a-usage-metric.md): Update a Usage Metric - [Authentication](https://docs.sequencehq.com/reference/authentication.md): Authenticate your API requests using a Client ID and Secret. - [Changes](https://docs.sequencehq.com/reference/changes.md): All backward-incompatible changes to the Sequence REST API - [Getting Started](https://docs.sequencehq.com/reference/gettingStarted.md): Learn how to completely automate your financial operations - [Delete User](https://docs.sequencehq.com/reference/latest/account/delete-user.md): Delete one of your Users. - [Get a user](https://docs.sequencehq.com/reference/latest/account/get-a-user.md): Retrieve the details of one of your users. - [Get your account](https://docs.sequencehq.com/reference/latest/account/get-your-account.md): Retrieve the details of your Sequence account. - [List all Users](https://docs.sequencehq.com/reference/latest/account/list-all-users.md): List all users within your Sequence account. - [List your accounts](https://docs.sequencehq.com/reference/latest/account/list-your-accounts.md): List all of your Sequence accounts. - [Update Account](https://docs.sequencehq.com/reference/latest/account/update-account.md): Update Sequence account information - [Activate Billing Schedule](https://docs.sequencehq.com/reference/latest/billing/activate-billing-schedule.md): Activate an existing draft [Billing Schedule](/billing/create-billing-schedules). - [Archive Billing Schedule](https://docs.sequencehq.com/reference/latest/billing/archive-billing-schedule.md): Archive a [Billing Schedule](/billing/create-billing-schedules). - [Create a new credit grant](https://docs.sequencehq.com/reference/latest/billing/create-a-new-credit-grant.md): Create a new credit grant - [Create a new credit transaction](https://docs.sequencehq.com/reference/latest/billing/create-a-new-credit-transaction.md): Create a new credit transaction - [Create a new Price](https://docs.sequencehq.com/reference/latest/billing/create-a-new-price.md): Create a new Price - [Create Billing Schedule](https://docs.sequencehq.com/reference/latest/billing/create-billing-schedule.md): Create a new [Billing Schedule](/billing/create-billing-schedules). - [Delete a credit grant](https://docs.sequencehq.com/reference/latest/billing/delete-a-credit-grant.md): Delete a credit grant by ID - [Delete a discount](https://docs.sequencehq.com/reference/latest/billing/delete-a-discount.md): Delete a discount - [Delete a Price](https://docs.sequencehq.com/reference/latest/billing/delete-a-price.md): Delete a Price - [Duplicate a billing schedule](https://docs.sequencehq.com/reference/latest/billing/duplicate-a-billing-schedule.md): Duplicate a [billing schedule](/billing/create-billing-schedules). - [Get a credit grant](https://docs.sequencehq.com/reference/latest/billing/get-a-credit-grant.md): Get a credit grant by ID - [Get a discount by ID](https://docs.sequencehq.com/reference/latest/billing/get-a-discount-by-id.md): Get a discount by ID - [Get a Price by ID](https://docs.sequencehq.com/reference/latest/billing/get-a-price-by-id.md): Get a Price by ID - [Get Billing Schedule](https://docs.sequencehq.com/reference/latest/billing/get-billing-schedule.md): Retrieve the details of one of your Billing Schedules. - [List all billing products](https://docs.sequencehq.com/reference/latest/billing/list-all-billing-products.md): List all products with billing prices - [List all Billing Schedules](https://docs.sequencehq.com/reference/latest/billing/list-all-billing-schedules.md): List all Billing Schedules. - [List all discounts](https://docs.sequencehq.com/reference/latest/billing/list-all-discounts.md): List all discounts for Sequence account - [List all Prices](https://docs.sequencehq.com/reference/latest/billing/list-all-prices.md): List all Prices - [List Credit Balances for a customer](https://docs.sequencehq.com/reference/latest/billing/list-credit-balances-for-a-customer.md): List all Credit Balances including their grants and transactions - [List credit grants](https://docs.sequencehq.com/reference/latest/billing/list-credit-grants.md): List all credit grants for this account - [List Credit Grants for a customer](https://docs.sequencehq.com/reference/latest/billing/list-credit-grants-for-a-customer.md): List all Credit Grants and their outstanding balances where the balance is non-zero - [Update a discount](https://docs.sequencehq.com/reference/latest/billing/update-a-discount.md): Update a discount - [Update a Price](https://docs.sequencehq.com/reference/latest/billing/update-a-price.md): Update a Price - [Update a Price Usage Metric](https://docs.sequencehq.com/reference/latest/billing/update-a-price-usage-metric.md): Update a Price's Usage Metric ID or Seat Type ID. Is useful for providing support with changing a metric for an active schedule. - [Update Billing Schedule](https://docs.sequencehq.com/reference/latest/billing/update-billing-schedule.md): Update an existing [Billing Schedule](/billing/create-billing-schedules). - [Validate taxes on a billing schedule](https://docs.sequencehq.com/reference/latest/billing/validate-taxes-on-a-billing-schedule.md): Validate the tax strategy that will apply to the given billing schedule before it's created or updated. - [Create billing schedule payment settings](https://docs.sequencehq.com/reference/latest/collections/create-billing-schedule-payment-settings.md): Create payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Create customer payment settings](https://docs.sequencehq.com/reference/latest/collections/create-customer-payment-settings.md): Create payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Create invoice payment settings](https://docs.sequencehq.com/reference/latest/collections/create-invoice-payment-settings.md): Create payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Delete billing schedule payment settings](https://docs.sequencehq.com/reference/latest/collections/delete-billing-schedule-payment-settings.md): Delete payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Delete customer payment settings](https://docs.sequencehq.com/reference/latest/collections/delete-customer-payment-settings.md): Delete payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Delete invoice payment settings](https://docs.sequencehq.com/reference/latest/collections/delete-invoice-payment-settings.md): Delete payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Get billing schedule payment settings](https://docs.sequencehq.com/reference/latest/collections/get-billing-schedule-payment-settings.md): Get payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment set… - [Get billing schedule payment settings by billing schedule ID](https://docs.sequencehq.com/reference/latest/collections/get-billing-schedule-payment-settings-by-billing-schedule-id.md): Get payment settings for billing schedules by billing schedule ID. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billi… - [Get customer payment settings](https://docs.sequencehq.com/reference/latest/collections/get-customer-payment-settings.md): Get payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment settings w… - [Get invoice payment settings](https://docs.sequencehq.com/reference/latest/collections/get-invoice-payment-settings.md): Get payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payment… - [Get invoice payment settings by invoice ID](https://docs.sequencehq.com/reference/latest/collections/get-invoice-payment-settings-by-invoice-id.md): Get payment settings for invoices by invoice ID. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing sch… - [Payment settings for Sequence account](https://docs.sequencehq.com/reference/latest/collections/payment-settings-for-sequence-account.md): Retrieves payment settings for the current Sequence accounts. If no settings exist, default settings will be returned. - [Stripe collection settings for Sequence account](https://docs.sequencehq.com/reference/latest/collections/stripe-collection-settings-for-sequence-account.md): Retrieves Stripe collection settings for the current Sequence accounts. If no settings exist, default settings will be returned. - [Update billing schedule payment settings](https://docs.sequencehq.com/reference/latest/collections/update-billing-schedule-payment-settings.md): Update payment settings for billing schedules. Invoices for billing schedules with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Billing schedule payment… - [Update customer payment settings](https://docs.sequencehq.com/reference/latest/collections/update-customer-payment-settings.md): Update payment settings for customers. Invoices for customers with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. You can override customer payment setting… - [Update invoice payment settings](https://docs.sequencehq.com/reference/latest/collections/update-invoice-payment-settings.md): Update payment settings for invoices. Invoices with payment settings contain payment links. If payment details are on file with Stripe or other payment providers, then payments are automatically collected when you finalise and send an invoice. Invoice payment settings override billing schedule payme… - [Update payment settings for Sequence account](https://docs.sequencehq.com/reference/latest/collections/update-payment-settings-for-sequence-account.md): Updates payment settings for the current Sequence accounts. - [Update Stripe collection settings for Sequence account](https://docs.sequencehq.com/reference/latest/collections/update-stripe-collection-settings-for-sequence-account.md): Updates Stripe collection settings for the current Sequence accounts. - [Add a customer to a customer organization](https://docs.sequencehq.com/reference/latest/customer/add-a-customer-to-a-customer-organization.md): Add a [customer](/customers/overview) to an existing customer organization. This action does not impact their membership in other organizations. - [Archive a contact](https://docs.sequencehq.com/reference/latest/customer/archive-a-contact.md): Mark a contact as archived - [Archive customer](https://docs.sequencehq.com/reference/latest/customer/archive-customer.md): Archive a [customer](/customers/overview). - [Create a customer organization](https://docs.sequencehq.com/reference/latest/customer/create-a-customer-organization.md): Create a customer organization to manage parent-child relationships for your [customers](/customers/overview). - [Create a new contact](https://docs.sequencehq.com/reference/latest/customer/create-a-new-contact.md): Create a contact - [Create a new Customer Alias](https://docs.sequencehq.com/reference/latest/customer/create-a-new-customer-alias.md): Create a new Customer Alias - [Create customer](https://docs.sequencehq.com/reference/latest/customer/create-customer.md): Create a new [customer](/customers/overview), who you can send money to and receive money from. - [Delete a Customer Alias](https://docs.sequencehq.com/reference/latest/customer/delete-a-customer-alias.md): Delete a Customer Alias - [Get customer](https://docs.sequencehq.com/reference/latest/customer/get-customer.md): Retrieve the details of one of your [Customers](/customers/overview). - [Get Customer Aliases](https://docs.sequencehq.com/reference/latest/customer/get-customer-aliases.md): Retrieve the details of one of your [Customer's](/customers/overview) aliases. - [Get customer by alias](https://docs.sequencehq.com/reference/latest/customer/get-customer-by-alias.md): Retrieve the details of one of your [customers](/customers/overview) using one of their aliases. - [List all contacts for a customer](https://docs.sequencehq.com/reference/latest/customer/list-all-contacts-for-a-customer.md): List all contacts for a customer - [List all Customer Aliases](https://docs.sequencehq.com/reference/latest/customer/list-all-customer-aliases.md): List all Customer Aliases - [List customers](https://docs.sequencehq.com/reference/latest/customer/list-customers.md): List all [customers](/customers/overview). - [Replace members of a customer organization](https://docs.sequencehq.com/reference/latest/customer/replace-members-of-a-customer-organization.md): Replace all [customer](/customers/overview) in an existing customer organization. This action does not impact their membership in other organizations. - [Update a contact](https://docs.sequencehq.com/reference/latest/customer/update-a-contact.md): Update a contact - [Update a Customer Alias](https://docs.sequencehq.com/reference/latest/customer/update-a-customer-alias.md): Update a Customer Alias - [Update customer](https://docs.sequencehq.com/reference/latest/customer/update-customer.md): Update the details of one of your [customers](/customers/overview). - [Convert upcoming invoice to draft](https://docs.sequencehq.com/reference/latest/invoices/convert-upcoming-invoice-to-draft.md): Updates to DRAFT status and recalculates invoice - [Create a new Credit Note](https://docs.sequencehq.com/reference/latest/invoices/create-a-new-credit-note.md): Create a new Credit Note - [Create a new Credit Note Line Item](https://docs.sequencehq.com/reference/latest/invoices/create-a-new-credit-note-line-item.md): Create a new Credit Note Line Item - [Create a new Credit Note Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/create-a-new-credit-note-line-item-group.md): Create a new Credit Note Line Item Group - [Create a new Line Item](https://docs.sequencehq.com/reference/latest/invoices/create-a-new-line-item.md): Create a new Line Item - [Create a new Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/create-a-new-line-item-group.md): Create a new Line Item Group - [Create an invoice](https://docs.sequencehq.com/reference/latest/invoices/create-an-invoice.md): Create a new invoice - [Delete a Credit Note](https://docs.sequencehq.com/reference/latest/invoices/delete-a-credit-note.md): Delete a Credit Note - [Delete a Credit Note Line Item](https://docs.sequencehq.com/reference/latest/invoices/delete-a-credit-note-line-item.md): Delete a Credit Note Line Item - [Delete a Credit Note Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/delete-a-credit-note-line-item-group.md): Delete a Credit Note Line Item Group - [Delete a Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/delete-a-line-item-group.md): Delete a Line Item Group - [Delete an Invoice](https://docs.sequencehq.com/reference/latest/invoices/delete-an-invoice.md): Delete an Invoice. NB. You can only delete a draft or in-progress invoice. If you want to correct an invoice you have already finalised, you should void it instead. If you want to correct an invoice you have already sent, you should create a credit note. - [Deletes a Line Item](https://docs.sequencehq.com/reference/latest/invoices/deletes-a-line-item.md): Deletes a Line Item - [Download credit note PDF](https://docs.sequencehq.com/reference/latest/invoices/download-credit-note-pdf.md): Download credit note PDF - [Download invoice PDF](https://docs.sequencehq.com/reference/latest/invoices/download-invoice-pdf.md): Download invoice PDF - [Finalize and mark invoice as sent without triggering actions except revenue recognition](https://docs.sequencehq.com/reference/latest/invoices/finalize-and-mark-invoice-as-sent-without-triggering-actions-except-revenue-recognition.md): Finalizes an invoice (if not already finalized) and sets its status to SENT. Emails or notifications are not sent. Integration syncs do not happen. Journal entries are created for the invoice. - [Finalize and send credit note](https://docs.sequencehq.com/reference/latest/invoices/finalize-and-send-credit-note.md): Updates to SENT status, generates credit note PDF and sends to end-customer - [Finalize and send invoice](https://docs.sequencehq.com/reference/latest/invoices/finalize-and-send-invoice.md): Updates to SENT status, generates invoice PDF and sends to end-customer - [Finalize credit note](https://docs.sequencehq.com/reference/latest/invoices/finalize-credit-note.md): Updates to FINAL status, generates credit note PDF and prevents further editing - [Finalize invoice](https://docs.sequencehq.com/reference/latest/invoices/finalize-invoice.md): Updates to FINAL status, generates invoice PDF and prevents further editing - [Fix invoices billing runs](https://docs.sequencehq.com/reference/latest/invoices/fix-invoices-billing-runs.md): Fix invoices with missing billing runs - [Get a Credit Note by ID](https://docs.sequencehq.com/reference/latest/invoices/get-a-credit-note-by-id.md): Get a Credit Note by ID - [Get an Invoice by ID](https://docs.sequencehq.com/reference/latest/invoices/get-an-invoice-by-id.md): Get an Invoice by ID - [Get or create Invoice Render Settings](https://docs.sequencehq.com/reference/latest/invoices/get-or-create-invoice-render-settings.md): Returns invoice render settings or creates new settings if they do not exist - [List all Credit Note Line Item Groups](https://docs.sequencehq.com/reference/latest/invoices/list-all-credit-note-line-item-groups.md): List all Credit Note Line Item Groups - [List all Credit Note Line Items](https://docs.sequencehq.com/reference/latest/invoices/list-all-credit-note-line-items.md): List all Credit Note Line Items - [List all Credit Notes](https://docs.sequencehq.com/reference/latest/invoices/list-all-credit-notes.md): List all Credit Notes for this Sequence account - [List all Invoices](https://docs.sequencehq.com/reference/latest/invoices/list-all-invoices.md): List all Invoices - [List all Line Item Groups](https://docs.sequencehq.com/reference/latest/invoices/list-all-line-item-groups.md): List all Line Item Groups - [List all Line Items](https://docs.sequencehq.com/reference/latest/invoices/list-all-line-items.md): List all Line Items - [List Currency Conversions for an Invoice](https://docs.sequencehq.com/reference/latest/invoices/list-currency-conversions-for-an-invoice.md): Lists all currency conversions for a specific invoice. Currency conversions are automatically created for invoices that require regulatory compliance (e.g., UK VAT requiring GBP conversion for foreign currency invoices). - [Mark credit note as sent without triggering actions except revenue recognition](https://docs.sequencehq.com/reference/latest/invoices/mark-credit-note-as-sent-without-triggering-actions-except-revenue-recognition.md): Finalizes a credit note (if not already finalized) and sets its status to SENT. Emails or notifications are not sent. Integration syncs do not happen. Journal entries are created for the credit note. - [Merge invoices](https://docs.sequencehq.com/reference/latest/invoices/merge-invoices.md): Merge multiple draft invoices into one - [Patch a sent invoice](https://docs.sequencehq.com/reference/latest/invoices/patch-a-sent-invoice.md): Patch fields on a SENT invoice. Supports updating the purchase order number, customer billing address, memo, and reference. - [Patch an invoice](https://docs.sequencehq.com/reference/latest/invoices/patch-an-invoice.md): Patch an invoice - [Reconcile invoices with external integration](https://docs.sequencehq.com/reference/latest/invoices/reconcile-invoices-with-external-integration.md): Reconcile invoice properties between our system and integration - [Send a payment reminder for an invoice](https://docs.sequencehq.com/reference/latest/invoices/send-a-payment-reminder-for-an-invoice.md): Send a payment reminder to the billing contacts for an invoice - [Send credit note](https://docs.sequencehq.com/reference/latest/invoices/send-credit-note.md): Updates to SENT status and sends to end-customer - [Send invoice](https://docs.sequencehq.com/reference/latest/invoices/send-invoice.md): Updates to SENT status and sends to end-customer - [Update a Credit Note](https://docs.sequencehq.com/reference/latest/invoices/update-a-credit-note.md): Update a Credit Note - [Update a Credit Note Line Item](https://docs.sequencehq.com/reference/latest/invoices/update-a-credit-note-line-item.md): Update a Credit Note Line Item - [Update a Credit Note Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/update-a-credit-note-line-item-group.md): Update a Credit Note Line Item Group - [Update a line item](https://docs.sequencehq.com/reference/latest/invoices/update-a-line-item.md): Update a line item on an invoice - [Update a Line Item Group](https://docs.sequencehq.com/reference/latest/invoices/update-a-line-item-group.md): Update a Line Item Group - [Update an invoice](https://docs.sequencehq.com/reference/latest/invoices/update-an-invoice.md): Update an invoice - [Update an Invoice Render Settings](https://docs.sequencehq.com/reference/latest/invoices/update-an-invoice-render-settings.md): Update an Invoice Render Settings - [Update payment status for an invoice](https://docs.sequencehq.com/reference/latest/invoices/update-payment-status-for-an-invoice.md): Update payment status for an invoice - [Void a Credit Note](https://docs.sequencehq.com/reference/latest/invoices/void-a-credit-note.md): Void a Credit Note - [Void an Invoice](https://docs.sequencehq.com/reference/latest/invoices/void-an-invoice.md): Void a DRAFT, FINAL, or SENT invoice. SENT invoices can only be voided if they are UNPAID or UNCOLLECTIBLE - [Add notification types to a policy](https://docs.sequencehq.com/reference/latest/notifications/add-notification-types-to-a-policy.md): Add new notification types to an existing Notification Policy. - [Add recipients to a policy](https://docs.sequencehq.com/reference/latest/notifications/add-recipients-to-a-policy.md): Add new recipients to an existing Notification Policy. - [Create Notification policy](https://docs.sequencehq.com/reference/latest/notifications/create-notification-policy.md): Create a new Notification Policy, which will send matching " + "notifications to the recipients you specify. - [Delete notification policy](https://docs.sequencehq.com/reference/latest/notifications/delete-notification-policy.md): Delete one of your Notification Policies, to stop sending matching notifications to its recipients. - [Get notification policy](https://docs.sequencehq.com/reference/latest/notifications/get-notification-policy.md): Retrieve the details of a Notification Policy. - [List All Notification Policies](https://docs.sequencehq.com/reference/latest/notifications/list-all-notification-policies.md): List All Notification Policies - [Remove a notification type from a policy](https://docs.sequencehq.com/reference/latest/notifications/remove-a-notification-type-from-a-policy.md): Remove a notification type from an existing Notification Policy. - [Remove a recipient from a policy](https://docs.sequencehq.com/reference/latest/notifications/remove-a-recipient-from-a-policy.md): Delete a recipient from an existing Notification Policy. - [Archive a list price](https://docs.sequencehq.com/reference/latest/product/archive-a-list-price.md): Mark a list price as archived - [Archive a product](https://docs.sequencehq.com/reference/latest/product/archive-a-product.md): Archive one of your products. Once archived, new prices cannot be created for the product. - [Create a list price](https://docs.sequencehq.com/reference/latest/product/create-a-list-price.md): Create a new list price - [Create a new Product](https://docs.sequencehq.com/reference/latest/product/create-a-new-product.md): Create a new Product - [Get a list price](https://docs.sequencehq.com/reference/latest/product/get-a-list-price.md): Get a list price by ID - [Get a Product by ID](https://docs.sequencehq.com/reference/latest/product/get-a-product-by-id.md): Get a Product by ID - [List all list prices](https://docs.sequencehq.com/reference/latest/product/list-all-list-prices.md): List all list prices - [List all Products](https://docs.sequencehq.com/reference/latest/product/list-all-products.md): List all Products - [Update a list price](https://docs.sequencehq.com/reference/latest/product/update-a-list-price.md): Update a list price - [Update a Product](https://docs.sequencehq.com/reference/latest/product/update-a-product.md): Update a Product - [Download quote PDF](https://docs.sequencehq.com/reference/latest/quote/download-quote-pdf.md): Download the PDF for the latest published variant of a quote - [Get quote analytics](https://docs.sequencehq.com/reference/latest/quote/get-quote-analytics.md): Retrieve view tracking analytics for a quote - [List quotes](https://docs.sequencehq.com/reference/latest/quote/list-quotes.md): List all of your quotes - [Archive a tax rate](https://docs.sequencehq.com/reference/latest/taxes/archive-a-tax-rate.md): Archive a tax rate - [Create a new Tax Registration](https://docs.sequencehq.com/reference/latest/taxes/create-a-new-tax-registration.md): Create a new Tax Registration - [Create a new TaxRate](https://docs.sequencehq.com/reference/latest/taxes/create-a-new-taxrate.md): Create a new TaxRate - [Delete a Tax Rate](https://docs.sequencehq.com/reference/latest/taxes/delete-a-tax-rate.md): Delete a Tax Rate - [Delete a Tax Registration](https://docs.sequencehq.com/reference/latest/taxes/delete-a-tax-registration.md): Delete a Tax Registration - [Get a Tax Rate by ID](https://docs.sequencehq.com/reference/latest/taxes/get-a-tax-rate-by-id.md): Get a Tax Rate by ID - [Get a Tax Registration by ID](https://docs.sequencehq.com/reference/latest/taxes/get-a-tax-registration-by-id.md): Get a Tax Registration by ID - [Get all tax registrations for a customer by customer ID](https://docs.sequencehq.com/reference/latest/taxes/get-all-tax-registrations-for-a-customer-by-customer-id.md): Get all tax registrations for a customer by customer ID - [Get all tax registrations for a merchant by merchant ID](https://docs.sequencehq.com/reference/latest/taxes/get-all-tax-registrations-for-a-merchant-by-merchant-id.md): Get all tax registrations for a merchant by merchant ID - [List all Tax Rates](https://docs.sequencehq.com/reference/latest/taxes/list-all-tax-rates.md): List all Tax Rates - [List all Tax Registrations](https://docs.sequencehq.com/reference/latest/taxes/list-all-tax-registrations.md): List all Tax Registrations - [Update a Tax Registration](https://docs.sequencehq.com/reference/latest/taxes/update-a-tax-registration.md): Update a Tax Registration - [Update a TaxRate](https://docs.sequencehq.com/reference/latest/taxes/update-a-taxrate.md): Update a TaxRate - [Calculate usage metric for customer and timeframe](https://docs.sequencehq.com/reference/latest/usage/calculate-usage-metric-for-customer-and-timeframe.md): Calculate usage metric for customer and timeframe - [Create a new Usage Event](https://docs.sequencehq.com/reference/latest/usage/create-a-new-usage-event.md): Create a new Usage Event - [Create a new Usage Metric](https://docs.sequencehq.com/reference/latest/usage/create-a-new-usage-metric.md): Create a new Usage Metric - [Create a seat event](https://docs.sequencehq.com/reference/latest/usage/create-a-seat-event.md): Create a new seat event. Seat events are used for calculating charges. - [Create a seat metric](https://docs.sequencehq.com/reference/latest/usage/create-a-seat-metric.md): Create a new seat metric which can be used in prices. - [Delete a seat metric](https://docs.sequencehq.com/reference/latest/usage/delete-a-seat-metric.md): Delete a seat metric - [Delete a Usage Metric](https://docs.sequencehq.com/reference/latest/usage/delete-a-usage-metric.md): Delete a Usage Metric - [Get a seat event by ID](https://docs.sequencehq.com/reference/latest/usage/get-a-seat-event-by-id.md): Retrieve a seat event by its ID - [Get a seat metric](https://docs.sequencehq.com/reference/latest/usage/get-a-seat-metric.md): Retrieve the details of one of your seat metrics. - [Get a Usage Metric by ID](https://docs.sequencehq.com/reference/latest/usage/get-a-usage-metric-by-id.md): Get a Usage Metric by ID - [List all seat events](https://docs.sequencehq.com/reference/latest/usage/list-all-seat-events.md): Retrieve a paginated list of all your submitted seat events. - [List all seat metrics](https://docs.sequencehq.com/reference/latest/usage/list-all-seat-metrics.md): Retrieve a paginated list of all your seat metrics. - [List all Usage Events](https://docs.sequencehq.com/reference/latest/usage/list-all-usage-events.md): List all Usage Events - [List all Usage Metrics](https://docs.sequencehq.com/reference/latest/usage/list-all-usage-metrics.md): List all Usage Metrics - [List Seat balances by Customer](https://docs.sequencehq.com/reference/latest/usage/list-seat-balances-by-customer.md): List Seat balances grouped by Customer and seat type. - [Update a seat metric](https://docs.sequencehq.com/reference/latest/usage/update-a-seat-metric.md): Update a seat metric which can be used in prices. - [Update a Usage Metric](https://docs.sequencehq.com/reference/latest/usage/update-a-usage-metric.md): Update a Usage Metric - [Versioning](https://docs.sequencehq.com/reference/versioning.md): Learn how to specify the version of the REST API you want to use. - [Webhooks](https://docs.sequencehq.com/reference/webhooks.md): Learn how to set up Webhooks in Sequence - [Currencies](https://docs.sequencehq.com/resources/currencies.md): Default currencies available in Sequence - [End-customer guide](https://docs.sequencehq.com/resources/end-customer-guide.md): Guide for end-customers receiving invoices via Sequence - [Rolling out Sequence](https://docs.sequencehq.com/resources/vendor-guide.md): Guide for businesses rolling out Sequences to their customers - [Journal reports](https://docs.sequencehq.com/revenue-recognition/journal-report.md): Review, export, and integrate revenue recognition journals - [Overview](https://docs.sequencehq.com/revenue-recognition/overview.md): Streamline your month end process with automated journal reports - [Recognition methods](https://docs.sequencehq.com/revenue-recognition/recognition-methods.md): Choose the right method to recognize revenue based on how you deliver value - [Use-cases](https://docs.sequencehq.com/revenue-recognition/use-cases.md): Handle discounts, credit notes, one-time invoices, and minimum fees - [Guide to seat-based billing](https://docs.sequencehq.com/seats/api-guide.md): Learn how to build a seat-based billing model end-to-end via API or Dashboard - [Overview](https://docs.sequencehq.com/seats/overview.md): Leverage comprehensive seat-based billing infrastructure - [Seat balances](https://docs.sequencehq.com/seats/seat-balances.md): Seat balances reflect the latest number of seats in use for a customer - [Seat events](https://docs.sequencehq.com/seats/seat-updates.md): View the log of seat update events submitted to Sequence - [Managing sales tax](https://docs.sequencehq.com/tax/manage-sales-tax.md): Create sales tax categories and manage your customer's tax status - [Tax status](https://docs.sequencehq.com/tax/tax-status.md) - [Roles & Permissions](https://docs.sequencehq.com/users/roles-permissions.md): Manage user access and permissions with finance-centric role-based access controls ## OpenAPI Specs - [invoices.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/invoices.latest.product.live.json) - [invoices.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/invoices.2024-07-30.product.live.json) - [customer.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/customer.latest.product.live.json) - [customer.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/customer.2024-07-30.product.live.json) - [product.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/product.latest.product.live.json) - [billing.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/billing.latest.product.live.json) - [product.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/product.2024-07-30.product.live.json) - [billing.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/billing.2024-07-30.product.live.json) - [collections.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/collections.latest.product.live.json) - [collections.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/collections.2024-07-30.product.live.json) - [quote.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/quote.latest.product.live.json) - [quote.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/quote.2024-07-30.product.live.json) - [account.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/account.latest.product.live.json) - [account.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/account.2024-07-30.product.live.json) - [usage.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/usage.latest.product.live.json) - [usage.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/usage.2024-07-30.product.live.json) - [renovate](https://docs.sequencehq.com/renovate.json) - [openapi-product](https://docs.sequencehq.com/openapi-product.json) - [openapi-account](https://docs.sequencehq.com/openapi-account.json) - [openapi-taxes](https://docs.sequencehq.com/openapi-taxes.json) - [openapi-payments](https://docs.sequencehq.com/openapi-payments.json) - [openapi-notifications](https://docs.sequencehq.com/openapi-notifications.json) - [taxes.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/taxes.latest.product.live.json) - [notifications.latest.product.live](https://docs.sequencehq.com/open-api-schema/latest/notifications.latest.product.live.json) - [taxes.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/taxes.2024-07-30.product.live.json) - [notifications.2024-07-30.product.live](https://docs.sequencehq.com/open-api-schema/2024-07-30/notifications.2024-07-30.product.live.json) ## Optional - [Explore demo](https://demo.sequencehq.com/) - [Speak to an expert](https://access.sequencehq.com/) - [Changelog](https://www.sequencehq.com/changelog) - [Blog](https://www.sequencehq.com/blog) - [Principles](https://www.sequencehq.com/principles)