Changelog

Customer portals are now authenticated to ensure secure access.

Invoices can now be marked as “sent” in Sequence. Useful for backfilling historical invoices or when invoices are delivered via a customer portal instead of email.

On-demand billing now runs hourly instead of daily, allowing invoices to be generated much closer to when usage is uploaded.

You can now auto-execute quotes once signed for a seamless quote to cash workflow requiring one less manual step.

Set payment terms once per billing schedule, apply them to invoices automatically. Configure each schedule with Net 30, Net 60, or custom terms - every invoice automatically matches that contract without manual updates.

Manage upsells, upgrades, renewals and cancellations in a few clicks. Built for sales-led companies with custom deals. Co-terming, automated proration and refunds included.

Today we're introducing a new timeline view for billing schedules – making it easier to understand complex, multi-year contracts at a glance.

Need to setup a new customer with a similar billing model to a previous customer? You can now duplicate existing schedules in one click.

We're excited to launch saved views – save your most frequently used filter combinations for quick access. If you find yourself applying the same filters every billing cycle, this one's for you. Create saved views for high priority customer invoices, the latest billing run, overdue invoices, etc.

For our third release of our Launch Week, we're introducing custom phase labels for contract terms. Purpose built for sales-led companies selling enterprise contracts, phase labels make it easy to track the different terms of with multi-year pricing in a billing schedule.

We're excited to kick off our second product launch week at Sequence. Five days of new product releases and improvements, starting with semi-annual billing.

You can now configure semi-annual billing frequencies to bill customers every 6 months, including fixed fees, usage, overages and more.

Instead of monthly usage-based billing, bill customers on demand for usage. On-demand billing is ideal for businesses that need to bill customers for discrete events, such as batch orders or one-time purchases.

Easily manage billing and contract phases tied to key commercial milestones. Purpose-built for enterprise contracts with onboarding or testing phases, milestone billing allows you to bill customers or transition to the next contractual phase once a milestone is marked as complete, while keeping billing in sync.

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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