Portal for order and billing management
Enable self-serve order updates with portal access controls and billing transparency across teams.
Order and billing visibility in one customer portal
Your revenue operations stay strongest when customer-facing actions and finance reality stay aligned. Sanka’s Portal gives customer and internal teams a common workspace for orders and billing with fewer manual handoffs.
Use it to reduce support work while improving cash flow confidence:
- Track order status changes, approvals, and fulfillment impact from the same source.
- Share invoice, payment, and credit status updates in context.
- Reduce rework by removing duplicate portals and spreadsheet-based handoffs.
What teams gain from a managed portal
Portals are where many teams lose control: customers confirm status in one place, operations update inventory in another, and finance reconciles later. A managed Order / Billing Portal keeps these touchpoints connected.
| Team | Before | After |
|---|---|---|
| Sales | Invoice disputes take multiple follow-ups | One authoritative portal status with invoice-linked order history |
| Operations | Re-entering orders, manual status updates | Real-time order and payment transitions from one workflow |
| Finance | Delayed reconciliation between order and billing | Faster closing with consistent order-to-cash transitions |
Ideal starting use cases
- Order intake with customer confirmation and status visibility.
- Invoice sharing and payment progress tracking without extra tools.
- Shared approvals for discounts, delivery exceptions, and credit notes.
Frequently asked question
Does the portal replace separate billing and order tools?
It should not become a disconnected system. It should become the operational layer that links order and billing objects already in Sanka so teams can move from support requests to documented actions.
Portal workflow in Sanka works best when permissions, statuses, and notification rules are standardized up front.
