New features and updates to Sequence

Product changelog

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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

Reduce manual invoice work and guarantee that invoices go out on time, every time, with Auto-Issue.

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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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