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Product updates
The Sequence Changelog
Billing
October 8, 2024
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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 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
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
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
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
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
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
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 charges on draft invoices and reduce manual updates.
Shipped by
Lewis Blackwood
Invoicing
March 6, 2023
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
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
Test your billing structure and preview future customer invoices on demand.
Shipped by
Lewis Blackwood
Invoicing
February 28, 2023
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
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