Invoice creation
Without Sanka
Teams copy HubSpot deals and line items into spreadsheets, creating amount and recipient errors
With Sanka
Generate invoices from HubSpot deals and line items
HubSpot billing and subscriptions from deals to invoice-to-cash
Use HubSpot companies, deals, line items, and contract terms to manage one-time billing, subscriptions, usage billing, and payment status in Sanka.
COMMERCE
Align contract, billing, payment, and reconciliation states
ContractInvoiceReceipt
INV-22014Approved
INV-22015Draft
INV-22016Pending
Trusted by 1,000+ teams
Overview
Connect HubSpot sales data to billing and subscription operations
Create invoices from HubSpot deals
Carry company, deal, line item, price, tax, and payment terms into invoice creation.
Manage subscription billing
Track start dates, renewals, proration, quantity changes, and cancellations in the same billing layer.
Sync payment status to HubSpot
Write sent, partially paid, overdue, reconciled, and needs-review states back to HubSpot.
Workflow
Keep HubSpot deal-to-billing connected
- 01Pull HubSpot deal dataBring company, contact, line item, amount, payment terms, and expected contract date into Sanka.
- 02Apply billing rulesConfigure one-time, recurring, usage, and milestone billing schedules.
- 03Issue and send invoicesCreate invoices from templates and approval rules while preserving send history.
- 04Sync status back to HubSpotReturn invoice URL, payment, partial payment, overdue, and reconciliation status to HubSpot.
Compare
Split HubSpot and billing workflows slow collections and customer work
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Invoice creation | Teams copy HubSpot deals and line items into spreadsheets, creating amount and recipient errors | Generate invoices from HubSpot deals and line items |
| Subscription billing | Renewals, proration, and quantity changes are tracked separately | Manage subscription billing from HubSpot-sourced contract terms |
| Payment checks | HubSpot does not show reliable post-invoice payment status | Sync invoice, payment, and reconciliation status back to HubSpot |
| Exceptions | Discounts, disputes, and partial payments lack clear decision history | Preserve approvals, comments, changes, and audit history |
Subscription billing
Without Sanka
Renewals, proration, and quantity changes are tracked separately
With Sanka
Manage subscription billing from HubSpot-sourced contract terms
Payment checks
Without Sanka
HubSpot does not show reliable post-invoice payment status
With Sanka
Sync invoice, payment, and reconciliation status back to HubSpot
Exceptions
Without Sanka
Discounts, disputes, and partial payments lack clear decision history
With Sanka
Preserve approvals, comments, changes, and audit history
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Can invoices be created from HubSpot deals?
Yes. HubSpot companies, deals, line items, prices, and payment terms can be used to create invoices.
Can this support subscription billing?
Yes. Start dates, renewals, proration, quantity changes, and cancellations can be managed.
Can payment status be written back to HubSpot?
Yes. Invoice URL, paid, partially paid, overdue, and reconciliation status can be written back to HubSpot.
Does this replace accounting software?
No. Sanka organizes the billing and payment workflow between HubSpot and accounting operations.