Invoice readiness
Without Sanka
Opportunities can be closed without billing contact, tax code, service period, or payment term details.
With Sanka
Claude or Codex checks readiness against Salesforce and Sanka records before drafting invoices.
Automate Salesforce opportunity billing with AI agents
Give Claude or Codex Salesforce opportunities, accounts, products, service periods, and payment terms. Sanka prepares invoice drafts, subscription billing checks, payment reconciliation, and accounting handoff for finance review.
Show me the HubSpot deals that are ready to bill, and any that aren't.
4 closed-won deals. 3 are ready to bill, 1 needs attention:
✓#1092Greenfield Logistics Ltd.¥2,090,000 · ready
✓#1084Atlas Print Co.¥480,000 · ready
✓#1079Maren Foods K.K.¥1,210,000 · ready
⚠#1087Oceanic Trade Corp.missing payment terms
Want me to draft an invoice for any of these?
Create the invoice for Greenfield Logistics (#1092).
Drafted INV-1092 from deal #1092 — line items matched, tax applied. Here it is for your review.
</> sanka.workflow.create → sanka.workflow.reviewINV-1092 Greenfield Logistics Ltd.
● Awaiting your approval
Bill toGreenfield Logistics Ltd. HubSpot deal #1092
| Line item | Qty | Amount |
|---|---|---|
| Implementation — Annual | 1 | ¥1,600,000 |
| Support plan — Standard | 1 | ¥300,000 |
Subtotal¥1,900,000
Tax (10%)¥190,000
Payment termsNet 30 HubSpot
Total¥2,090,000
✓ Tax 10% applied✓ Customer matched in freee✓ Line items synced from HubSpot
Approve
INV-1092 · ¥2,090,000 — send and sync?❯1. Approve & send → emails invoice, writes status back to HubSpot, posts journal to freee
2. Edit draft first
3. Reject
↑↓ to select · enter to confirm — nothing sends until you choose
Ask anything…↑
Trusted by 1,000+ teams
Overview
Connect Salesforce opportunities to billing operations
Pull opportunity and account context
Use Salesforce accounts, opportunities, products, amounts, close dates, service periods, and payment terms as billing source data.
Draft invoices and subscription cycles
Prepare invoice drafts, renewal checks, prorations, annual prepayments, and billing exceptions before anything is sent.
Reconcile payments and write status back
Track paid, partially paid, overdue, and unmatched payments, then keep Salesforce users aligned with the billing state.
Tutorial
From Salesforce opportunity to invoice and payment status
- 01Find Salesforce opportunities ready to billClaude or Codex reviews closed-won opportunities, accounts, products, and required billing fields, then flags gaps.
- 02Create invoice drafts in SankaUse opportunity line items, prices, billing period, and payment terms to draft invoices or subscription billing schedules.
- 03Review, send, reconcile, and update SalesforceFinance reviews the draft, sends the invoice, matches payments, and keeps Salesforce aligned with invoice and AR status.
Compare
Salesforce opportunity data needs a finance workflow after close
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Invoice readiness | Opportunities can be closed without billing contact, tax code, service period, or payment term details. | Claude or Codex checks readiness against Salesforce and Sanka records before drafting invoices. |
| Subscription billing | Renewals, annual prepayments, quantity changes, and prorations are hard to manage from opportunity fields alone. | Sanka carries Salesforce terms into subscription billing schedules and amendment review. |
| Payment status | Sales teams cannot see which invoices are paid, partially paid, overdue, or waiting for reconciliation. | Sanka connects invoices and payments, then exposes customer-safe status back to Salesforce. |
| Accounting handoff | Accounts, tax treatment, departments, and service periods are cleaned up manually before accounting. | Sanka prepares billing, reconciliation, and accounting-review data from the same source record. |
Subscription billing
Without Sanka
Renewals, annual prepayments, quantity changes, and prorations are hard to manage from opportunity fields alone.
With Sanka
Sanka carries Salesforce terms into subscription billing schedules and amendment review.
Payment status
Without Sanka
Sales teams cannot see which invoices are paid, partially paid, overdue, or waiting for reconciliation.
With Sanka
Sanka connects invoices and payments, then exposes customer-safe status back to Salesforce.
Accounting handoff
Without Sanka
Accounts, tax treatment, departments, and service periods are cleaned up manually before accounting.
With Sanka
Sanka prepares billing, reconciliation, and accounting-review data from the same source record.
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.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
FAQ
Frequently asked questions
Can Sanka create invoices from Salesforce opportunities?
Yes. Sanka can use Salesforce accounts, opportunities, products, amounts, service periods, and payment terms to prepare invoice drafts for review.
Can Salesforce users see invoice and payment status?
Yes. Sanka can keep Salesforce aligned with invoice URL, sent, paid, partially paid, overdue, and reconciliation status.
Does this replace Salesforce Revenue Cloud or accounting software?
No. Sanka is the operating layer between Salesforce and finance workflows. It prepares billing, payment, and accounting-review data without replacing CRM or accounting systems.
Can subscription billing be handled from Salesforce deals?
Yes. First invoices, renewals, amendments, prorations, and annual prepayments can be reviewed from Salesforce opportunity terms.
Can invoices be approved before sending?
Yes. Use Sanka approvals to review customer, line item, tax, currency, amount, service period, and payment terms before sending.