Announcing: Principles of Revenue Management  
Sequence

Product updates

The Sequence Changelog

Billing

October 8, 2024

Import contracts into Sequence

Import contracts into Sequence

Upload sales contracts, order forms and customer agreements directly into Sequence and get a side-by-side view whenever you're billing a customer.

Shipped by

Daniel Meechan

,

Adam Hutchinson

,

Renz

Dashboard

October 4, 2024

Performance improvements

Performance improvements

We've just shipped several performance improvements across the Sequence dashboard to ensure data tables load and filter more quickly. Look out for additional speed ups in the coming weeks.

Shipped by

Adam Hutchinson

,

Raniero Russo

,

Kai Moseley

Integrations

September 30, 2024

Sync new customers to Xero

Sync new customers to Xero

You can now push new Sequence customers into Xero at the click of a button (in addition to linking to existing ones). Once linked, any new Sequence invoice and credit note is automatically synced, ensuring data is consistent and up-to-date.

Shipped by

Lewis Blackwood

CPQ

September 27, 2024

Cover images for quotes

Cover images for quotes

Take your sales quotes to the next level with branded cover images, now part of Sequence CPQ. Create and publish professional quotes that stand out from the competition.

Shipped by

Adam Hutchinson

,

Daniel Meechan

,

Becky Fulton

,

Renz

CPQ

September 11, 2024

Attach documents to quotes

Attach documents to quotes

We’re excited to introduce quote attachments to Sequence CPQ. You can now upload additional PDFs such as MSAs or special terms directly to your quotes and get everything signed through one single e-signature.

Shipped by

Daniel Meechan

,

Becky Fulton

,

Adam Hutchinson

Integrations

September 2, 2024

Salesforce Integration

Salesforce Integration

We're excited to launch our new Salesforce integration – Today we are releasing a deep integration with Salesforce, unlocking range of automated workflows across Sales and Finance. Create Sequence customers, configure pricing, launch the Sequence quote builder and see up-to-date invoices and billing schedule details – all from within Salesforce.

Shipped by

Kai Moseley

,

Mo Sharaf

,

Rosie Gyselynck

,

Lewis Blackwood

Usage Metering

August 12, 2024

Improved usage calculation periods

Improved usage calculation periods

Improved usage calculation periods provide new flexibility for companies with advanced usage-based pricing models. For example, you can now bill customers monthly while counting usage over a quarterly or annual period. View our docs to learn more.

Shipped by

Alen Mujezinovic

,

Kacper Cygan

CPQ

August 9, 2024

Countersigners

Countersigners

Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.

Shipped by

Daniel Meechan

API

August 1, 2024

API version: 2024-07-30

API version: 2024-07-30

View our API changelog for an overview of backwards incompatible changes. The previous API version is supported for 60 days

CPQ

July 30, 2024

List prices

List prices

We’re excited to introduce list prices to Sequence. For each product you’re selling, you can now configure one or more list prices, such as per currency or market segment. List prices act as helpful templates and simplify price configuration on quotes and billing schedules. Learn more in our docs.

Shipped by

Kath Smith

,

Becky Fulton

,

Adam Hutchinson

,

Rosie Gyselynck

Integrations

July 25, 2024

Stripe integration improvements

Stripe integration improvements

We've released a series of improvements to our Stripe integration, including failed payment notifications and an overhaul of our docs. Learn what's new on our Stripe docs.

Shipped by

Alen Mujezinovic

,

Kacper Cygan

Integrations

July 19, 2024

Updated integrations catalog

Updated integrations catalog

We've redesigned our integrations catalog to a cleaner UI that makes it easier to explore and manage integrations. Each active integration now also has its own, dedicated page for configuration and status tracking.

Shipped by

Kai Moseley

CPQ

July 17, 2024

E-signatures for contracts and quotes

E-signatures for contracts and quotes

Now in Sequence CPQ: Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign. Learn more in our docs.

Shipped by

Daniel Meechan

,

Becky Fulton

,

Adam Hutchinson

,

Ian Hutchinson

Dashboard

July 12, 2024

Customer contacts management

Customer contacts management

Contact management makes it easier to track multiple email addresses for a customer. When you create a customer in Sequence via a third party integration you can now easily add any number of associated contacts and use them for billing and invoicing.

Shipped by

Adam Hutchinson

,

Becky Fulton

,

Rosie Gyselynck

Billing

June 27, 2024

Roll-up billing

Roll-up billing

Introducing roll-up billing, our latest billing enhancement for usage-based Saas companies with complex customer structures. Use roll-up billing to aggregate usage charges from multiple accounts customers into a single invoice provided they are in a parent-child relationship. Learn more in our docs.

Shipped by

Mo Sharaf

,

Kai Moseley

CPQ

June 14, 2024

Sequence CPQ

Sequence CPQ

We’re excited to announce the launch of Sequence CPQ (configure, price, quote), our new quoting and order form builder specifically designed for Fintech, AI, and similar B2B Saas startups. Sequence CPQ supports complex contracts with usage tiers, minimum commitments, and ramped pricing. Watch the demo.

Shipped by

Becky Fulton

,

Kai Moseley

,

Ian Hutchinson

,

Kath Smith

,

Rosie Gyselynck

,

Adam Hutchinson

Dashboard

June 5, 2024

Redesiged customer view

Redesiged customer view

We’ve just shipped a major redesign of the customer view in Sequence to provide you with a more intuitive and streamlined experience.

Dashboard

May 23, 2024

New insights and analytics

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.

Shipped by

Daniel Meechan

API

May 20, 2024

API updates

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.

Billing

May 15, 2024

Open ended billing schedules

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.

Shipped by

Kath Smith

,

Becky Fulton

Dashboard

May 2, 2024

Enhanced filters

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.

Shipped by

Ian Hutchinson

Dashboard

April 25, 2024

Updated dashboard navigation

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

Shipped by

Ian Hutchinson

Dashboard

April 11, 2024

CSV exports

CSV exports

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.

Shipped by

Becky Fulton

Invoicing

March 22, 2024

Invoicing 2.0

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.

Shipped by

Kath Smith

,

Ian Hutchinson

API

March 21, 2024

API Versioning

API Versioning

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

Shipped by

Alen Mujezinovic

,

Mo Sharaf

Billing

March 19, 2024

Minimum fees for usage-based billing

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.

Shipped by

Kai Moseley

,

Lewis Blackwood

Security

March 17, 2024

Magic link sign-in

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.

Shipped by

Rosie Gyselynck

,

Daniel Meechan

Billing

March 15, 2024

Billing schedule phases

Billing schedule phases

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

Shipped by

Kai Moseley

,

Lewis Blackwood

Usage Metering

March 4, 2024

Custom usage metrics

Custom usage metrics

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.

Shipped by

Becky Fulton

Pricing

February 14, 2024

Set floor fees for percentage-based pricing

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.

Shipped by

Becky Fulton

Billing

February 8, 2024

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.

Shipped by

Kai Moseley

,

Matt Collier

Billing

January 24, 2024

Instant charges

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.

Shipped by

Lewis Blackwood

Dashboard

January 19, 2024

Improved pricing configuration

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.

Shipped by

Kai Moseley

,

Matt Collier

Dashboard

January 11, 2024

Sequence demo mode

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

Shipped by

Kath Smith

Usage Metering

December 22, 2023

Usage metric filter logic

Usage metric filter 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.

Shipped by

Kath Smith

Invoicing

November 21, 2023

Monthly receivables grid

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.

Shipped by

Kai Moseley

,

Dmitri Grabov

,

Raniero Russo

Invoicing

November 16, 2023

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.

Shipped by

Kath Smith

Invoicing

November 15, 2023

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.

Shipped by

Lewis Blackwood

,

Mo Sharaf

Invoicing

November 13, 2023

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.

Shipped by

Becky Fulton

Billing

November 3, 2023

Create draft billing schedules

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.

Shipped by

Kai Moseley

Usage Metering

October 26, 2023

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.

Shipped by

Dmitri Grabov

Invoicing

October 18, 2023

Send invoices to multiple billing contacts

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.

Shipped by

Dmitri Grabov

,

Raniero Russo

,

Becky Fulton

Billing

October 11, 2023

Cumulative usage calculation

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.

Shipped by

Mo Sharaf

Invoicing

October 4, 2023

Send Invoice Test Emails

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.

Shipped by

Mo Sharaf

,

Becky Fulton

Integrations

September 27, 2023

Xero Journal Entry Automation

Xero Journal Entry Automation

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.

Shipped by

Mo Sharaf

Billing

September 20, 2023

Customer Portal

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.

Shipped by

Becky Fulton

,

Ian Hutchinson

Dashboard

September 13, 2023

Enhanced Data Tables

Enhanced Data Tables

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.

Shipped by

Ian Hutchinson

Billing

September 6, 2023

Combine advance and arrears billing

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.

Shipped by

Lewis Blackwood

,

Raniero Russo

,

Dmitri Grabov

Integrations

August 30, 2023

Data Warehouse Connectors

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.

Shipped by

Stefano Romano

,

Nic Badaro

Billing

August 25, 2023

Combine multiple discounts

Combine multiple discounts

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.

Shipped by

Lewis Blackwood

,

Kath Smith

Integrations

August 17, 2023

Live Google Sheets Exports

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.

Shipped by

Nic Badaro

,

Matt Collier

,

Stefano Romano

Billing

August 9, 2023

Combine multiple billing frequencies

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.

Shipped by

Raniero Russo

,

Lewis Blackwood

,

Dmitri Grabov

,

Mo Sharaf

Integrations

August 4, 2023

Quickbooks Integration

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.

Shipped by

Becky Fulton

Usage Metering

July 20, 2023

Improved Usage Metric Builder

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.

Shipped by

Dmitri Grabov

Dashboard

July 14, 2023

Dashboard Home

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.

Shipped by

Matt Collier

Pricing

July 6, 2023

Recurring Discounts

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).

Shipped by

Kath Smith

Billing

June 23, 2023

Translate sales contracts into automated billing

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.

Shipped by

Dmitri Grabov

Dashboard

June 14, 2023

Updated Sequence Dashboard

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.

Shipped by

Matt Collier

Integrations

May 31, 2023

Import Customers from Xero

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.

Shipped by

Becky Fulton

Security

May 26, 2023

ISO 27001 Certification

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.

Shipped by

Adam Strawson

,

Garry Wilson

Integrations

May 25, 2023

Xero Integration

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.

Shipped by

Becky Fulton

Invoicing

May 17, 2023

Bulk Invoice Actions

Bulk Invoice Actions

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

Shipped by

Kath Smith

,

Matt Collier

Integrations

May 4, 2023

New Integrations Hub

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.

Shipped by

Conny Mentel

,

Becky Fulton

Dashboard

April 28, 2023

Improved Customer View

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.

Shipped by

Kath Smith

,

Conny Mentel

Pricing

April 20, 2023

Unit Caps for Percentage-based Pricing

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.

Shipped by

Kath Smith

,

Mo Sharaf

Billing

April 5, 2023

Offer Prepaid Credits to Customers

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.

Shipped by

Kath Smith

,

Mo Sharaf

,

Conny Mentel

Invoicing

March 30, 2023

Improved Invoice Finalizing, Sending and Voiding

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.

Shipped by

Becky Fulton

API

March 22, 2023

Updated API Docs & Guides

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.

Shipped by

Matt Collier

,

Rafal Szalanski

,

Stefano Romano

Pricing

March 21, 2023

Minimum Fees

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.

Shipped by

Mo Sharaf

Invoicing

March 20, 2023

Add Invoice Discounts

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.

Shipped by

Mayuresh Joshi

,

Kath Smith

,

Mo Sharaf

Invoicing

March 17, 2023

Invoice Editor

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.

Shipped by

Becky Fulton

Billing

March 16, 2023

Improved Billing Frequency Setup

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.

Shipped by

Dmitri Grabov

Invoicing

March 9, 2023

Recalculate Invoices

Recalculate Invoices

Recalculate charges on draft invoices and reduce manual updates.

Shipped by

Lewis Blackwood

Invoicing

March 6, 2023

Auto-issue Invoices to Customers

Auto-issue Invoices to Customers

To simplify your finops even more, we’ve added automatic invoice approvals. Deliver invoices faster while saving time for your team by selecting “Auto-issue” on your next approved invoice.

Shipped by

Becky Fulton

Invoicing

March 3, 2023

Create Credit Notes

Create Credit Notes

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

Shipped by

Becky Fulton

,

Mayuresh Joshi

Invoicing

March 1, 2023

Billing Simulations

Billing Simulations

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

Shipped by

Lewis Blackwood

Invoicing

February 28, 2023

Invoice Branding

Invoice Branding

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

Shipped by

Becky Fulton

Pricing

February 23, 2023

Percentage Based Pricing

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.

Shipped by

Raniero Russo

,

Dmitri Grabov

,

Matt Collier

From Inception to IPO

Pay-as-you-go pricing that scales as you grow.