Services operations automation for projects subscriptions and billing controls
Run services with governed billing and close workflows from quote to invoice to cash and reporting.
Services operations automation for projects, subscriptions, and billing controls
Services businesses live in the gap between delivery and finance. When quoting, invoicing, renewals, and approvals are fragmented, teams spend time reconciling instead of delivering. Sanka standardizes quote-to-cash for services with governed workflows and audit trails.
Standardize line items, discounts, and approvals so quotes convert into clean operational records.
Control invoice creation, exceptions, and revisions with approvals and audit-ready history.
Automate renewals, proration, and recurring billing while keeping terms and status consistent.
What to standardize for services
- Quote and proposal structure (items, pricing rules, discount thresholds)
- Invoice triggers (milestones, time periods, acceptance steps)
- Renewal workflows and proration policy for subscriptions
- Approvals for exceptions (custom terms, write-offs, manual overrides)
| Common gap | What it causes | What to standardize |
|---|---|---|
| Ad-hoc quotes | Rework at invoicing time | Governed line items and approvals |
| Unclear milestones | Disputes and delayed cash | Explicit billing triggers and status |
| Renewal chaos | Revenue leakage | Renewal workflows and term ownership |
| Manual exceptions | Audit risk | Approval trail and controlled revisions |
[OK] Quote approved
-> Order created
-> Invoice drafted for milestone
[WAIT] Approval required: custom payment terms
[OK] Approved
-> Invoice issued with audit trail
Control without slowing delivery
Use thresholds and exception rules so finance gets control while delivery stays fast.
Review discounts, terms, and write-offs only when risk is high.
Track revisions, who changed what, and when across the full billing lifecycle.
Keep revenue and collections reporting consistent across projects and subscriptions.
Get started
- Standardize quoting: define items, price rules, and discount approvals.
- Define billing triggers: milestones, periods, acceptance, or delivery events.
- Automate renewals: clarify term ownership and implement recurring workflows.
- Operationalize exceptions: add approvals for custom terms and write-offs.
Helpful docs:
