New features and updates to Sequence

Product changelog

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New insights and analytics

We’ve shipped a new insights and analytics dashboard to help you track receivables, usage and billing data in Sequence. Spot usage event trends, invoiced revenue, ageing receivables and more. Take a look at our demo mode and see for yourself.

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API updates

We’ve shipped a series of updates to the Sequence API to improve and simplify a number of endpoints. View our API changelog to see what's changed in detail. If you're a Sequence customer, you will receive further details via email.

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Open ended billing schedules

You can now configure billing schedules to run indefinitely, helpful for businesses with pay-as-you-go pricing or auto-renewing plans. Also available via API, you can now set a null end date on the billing schedules endpoint to denote an open-ended schedule. In the dashboard, simply select the new ‘Forever’ option as the duration and the schedule will continue to run until canceled or changed.

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Enhanced filters

We’ve overhauled our table and data filtering experience and shipped a series of improvements including improved filtering logic, presets for date-related filters such as due dates or invoice dates and more. Head to our demo mode to see for yourself.

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Updated dashboard navigation

We've overhauled the look and feel of our navigation across the dashboard. Take a look in our demo mode: demo.sequencehq.com

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CSV exports

csv export invoicing data

We are excited to announce our new one-click CSV exports feature, designed to make your data handling simpler and more efficient - whether you need detailed reports or data integration with your ERP systems.

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Invoicing 2.0

We’ve redesigned the Sequence invoicing experience from the ground up, including a revamped invoice editor, updated PDF layouts, enhanced email notifications and improved invoice presentation in your customer portal.

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API Versioning

We’re excited to launch our new versioned API, designed to give developers more control and flexibility.

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Minimum fees for usage-based billing

We’re thrilled to announce the launch of minimum fees for usage-based billing. With minimums, you can set a predetermined minimum amount for one or more usage-based prices, ensuring that you always bill for a guaranteed amount regardless of actual usage.

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Billing schedule phases

We’re excited to announce the launch of billing schedule phases, a new tool to automate billing changes over time.

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Magic link sign-in

Sequence now supports passwordless sign-in with magic links for better account security. Receive a unique magic link in your inbox and enter Sequence in one click.

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Custom usage metrics

Custom usage metrics for advanced usage aggregations

Sequence now supports custom usage metric formulas and parameters for more advanced usage aggregation scenarios. Ingest raw usage data and let Sequence handle complex data mapping and calculation logic.

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Set floor fees for percentage-based pricing

We've rolled out an enhancement to our percentage-based pricing features for our Fintech customers. You can now set a minimum unit fee to ensure a fixed minimum charge on smaller transactions, enhancing revenue predictability and ensuring value from every transaction.

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Enhanced billing setup

Enhanced billing setup

We’ve redesigned the billing setup experience to make it easier to translate contracts with custom pricing into automated billing schedules. Add products from your catalogue and create new custom pricing on the fly. Set up and bill for advanced commercial terms in minutes – learn more in our demo mode.

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Instant charges

Bill customers for transaction events in real-time with our new instant charges endpoint. Instant charges in Sequence allow you to charge your customers instantly for each usage event, instead of accumulating charges over the whole billing period. Prior to charging a customer, call the new estimation endpoint to get a real time estimate ahead of time. Learn more in our docs.

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Improved pricing configuration

We’ve overhauled our UI to make price configuration a faster and more intuitive experience. Effortlessly choose from existing prices or create new price points on the fly. Head over to demo.sequencehq.com to see what’s new.

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Sequence demo mode

Introducing demo mode: Take a product tour of Sequence and see how you can streamline manual pricing, billing and invoicing workflows – demo.sequencehq.com

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Usage metric filter logic

Usage metric filtering logic

Use the improved metric filters to let Sequence handle usage aggregation and filtering complexity, instead of maintaining it yourself. This new enhancements allows you to flexibly combine filters with different operators, providing you with fine-grained controls to aggregate the right usage events.

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Monthly receivables grid

Get a single view of monthly receivables across your customers. Quickly spot discrepancies, see next month’s invoice estimates and compare totals across customers.

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Invoice quick view

invoice quick-view

Your monthly billing run has just received an upgrade. Introducing an upgrade to the monthly billing run with the new quick view, enabling the navigation and issuance of invoices with unprecedented speed and confidence. This feature enhances the billing process, providing a streamlined way for operators to manage invoices efficiently. Our new quick view allows you to navigate through and issue invoices with speed and confidence.

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In-progress invoices

in-progress invoices

Speed up your month-end with our new in-progress invoices feature. View upcoming invoices and get a preview of next month’s totals based on the latest usage data.

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Price preview

Price preview

Double check line item calculations on the fly and issue invoices with confidence. The new price preview feature allows you to quickly look up the pricing structure for every line item on an invoice and check calculated amounts.

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Create draft billing schedules

You can now save billing schedules as drafts. With draft mode, you can now easily review schedules and make sure pricing, terms and start dates are correct before starting the billing process.

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Enhanced usage event testing

Enhanced usage event testing

We’ve shipped a few improvements to make it easier to submit test usage events via the dashboard. Choose a customer, select an event type and add optional event properties from your existing event schema.

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Send invoices to multiple billing contacts

We’ve shipped a small improvement that makes it easier to manage multiple billing contacts. You can now automatically send invoices to multiple stakeholders at once, instead of manually sending copies via email.

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Cumulative usage calculation

The new usage calculation modes feature offer more control over your consumption based billing process. Choose between current-period or cumulative usage tracking, ideal to bill for monthly overages over a running total of customer usage.

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Send Invoice Test Emails

Getting the details right when you're sending invoices to customers is key. You can now send test invoice emails to get a quick preview of what invoice email notifications will look like.

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Xero Journal Entry Automation

Xero Ledger Entry Automation in Sequence

Our native Xero Integration now automatically creates accurately dated journal entries in Xero for each invoice line item when a Sequence invoice is synced. Streamline your revenue recognition process instead of creating Xero journal entries manually.

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Customer Portal

Introducing a branded portal for your customers to seamlessly access their invoice history, usage and credit balances. The portal can be customized with your own logo and easily shared with any stakeholder. View the docs to learn more.

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Enhanced Data Tables

Enhanced data tables to view invoice, billing and usage data

We’re excited to introduce our all-new and enhanced dashboard data tables. With advanced filtering, intuitive column adjustments, and improved view management, navigating through Sequence data is now smoother than ever.

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Combine advance and arrears billing

You can now automate billing for contracts that include different types of arrears and advance changes from a single billing schedule. Instead of maintaining different schedules or subscriptions, you can now have a single source of truth for a customer’s commercial terms.

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Data Warehouse Connectors

Sequence now connects to data warehouses and databases like Snowflake, Bigquery, Clickhouse and many more. Push customer, billing and usage data or import usage events into Sequence from your data warehouse. Learn more in our docs.

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Combine multiple discounts

Combine multiple discounts in a single billing schedule

Sequence now automates billing for contracts that include multiple unique discounts across products.  Enable your sales team to leverage any discount lever to close a deal, and be confident the billing engine supports it.

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Live Google Sheets Exports

You can now live export all of your Sequence data into Google Sheets. Start with one of our existing accounts receivable or usage analytics templates or create your own Google sheet from scratch. Learn more in our docs.

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Combine multiple billing frequencies

Automate usage-based billing for complex contracts with multiple billing frequencies. Combine annual, quarterly or monthly usage-based charges charges and let Sequence handle invoicing and usage calculation.

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Quickbooks Integration

Keep Sequence invoices, credit notes and customers in sync with your accounting suite. Our bi-directional Quickbooks Online integration allows you to connect Sequence with your accounting suite effortlessly, ensuring all your financial records stay up to date. Learn more in our docs.

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Improved Usage Metric Builder

We’ve made it easier to create new usage metrics when getting started with Sequence. In just minutes, you can set up your first customer, create a usage metric, and set up a billing schedule.

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Dashboard Home

We’re excited to launch our new dashboard home. Find links to helpful guides and quick starts to automate your billing process and get a preview of our upcoming demo mode.

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Recurring Discounts

Our new recurring discount feature makes it easy to use custom discounts in your sales-led billing or as part of self-serve plans. Apply percentage-based or fixed amount discounts, set a duration and choose the scope (individual products or entire order).

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Translate sales contracts into automated billing

We're excited to introduce our new billing setup workflow. Automatically generate compliant, multi-currency invoices for complex pricing models. Set up automated billing for any contract in under one minute and never miss an invoice again.

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Updated Sequence Dashboard

We're excited to reveal our redesigned dashboard and streamlined navigation - all designed to make your Sequence experience smoother and more efficient.

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Import Customers from Xero

Import customers from Xero into Sequence to speed up your onboarding while keeping invoices and credit notes in sync. Learn more about the new customer import feature in our documentation.

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ISO 27001 Certification

We're excited to announce Sequence has achieved full ISO 27001 certification. This certification ensures our service meets the highest standards for protecting and managing your data. Discover more about our security measures in our docs.

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Offer Prepaid Credits to Customers

Offer prepaid credits your customers can burn down over time while ensuring upfront revenue. To learn more about how to grant credits to customers, view our documentation.

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Xero Integration

Keep Sequence invoices, credit notes and customers in sync with your accounting suite. Our bi-directional Xero integration allows you to connect Sequence with your accounting suite effortlessly, ensuring all your financial records stay up to date. Learn more in our docs.

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Bulk Invoice Actions

Introducing bulk actions for invoice management: Easily finalize, send, or void multiple invoices at once, and update their payment statuses seamlessly.

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New Integrations Hub

Sequence provides native integrations with your existing stack. Our new Integrations Hub makes it easy for operators to manage active integrations and learn more about upcoming ones. Learn more about Integrations in our Docs.

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Improved Customer View

The new customer view page makes it easy for billing operators to stay on top of every customer's invoice history, credit notes and billing details.

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Unit Caps for Percentage-based Pricing

Gain more control over percentage-based transaction fees with fair, capped charges. Available for volume-based pricing models. View our docs to learn more.

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Improved Invoice Finalizing, Sending and Voiding

We’ve made a few improvements to give operators more control over the invoice and credit note live cycle. You can now void, finalize and send invoices in one click. View our documentation to learn more about how to manage invoices.

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Updated API Docs & Guides

We’ve overhauled our API Documentation & Guides. See worked examples and learn how Sequence helps sales-led B2B businesses simplify pricing, billing and invoicing workflows.

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Minimum Fees

Billing operators can now set a minimum fee for usage-based plans. Use minimum commitments to ensure a minimum level of revenue from your customers.

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Add Invoice Discounts

Billing operators can now easily add one-off Invoice Discounts using the Invoice Editor to provide Customers a fixed amount off their bill.

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Improved Billing Frequency Setup

We’ve simplified the setup of billing start, end and recurrence dates when you are creating a billing schedule in Sequence.

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Recalculate Invoices

Recalculate charges on draft invoices and reduce manual updates.

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Billing Simulations

Test your billing structure and preview future customer invoices on demand.

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Create Credit Notes

The Sequence Invoice Editor now allows you to create credit notes against issued invoices in one click.

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Auto-issue Invoices to Customers

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Invoice Branding

Add branded elements to invoices and credit notes to align your billing with your brand.

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Percentage Based Pricing

Sequence now supports percentage-based pricing models to allow teams to charge a percentage of transactions or payments processed. Optional flat fees, Volume tiers, and and graduated tiers are all supported.

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Invoice Editor

Design, edit and issue invoices to customers from one places. Designed for financial operators, use the Invoice Editor to easily make adjustments and view a preview of invoices sent to your customers.

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