Invoicing that stays in sync with your CRM and your books
Create send and manage invoices from the same data powering your CRM and accounting.
Faster billing, fewer mistakes, clearer cash visibility
Create invoices from deals, orders, subscriptions, or delivery milestones without copying data between systems.
Validated line items, taxes, and terms help you avoid downstream rework and mismatched customer statements.
Know what is draft, approved, sent, paid, or overdue in one place, with status synced back to CRM and accounting.
Create invoices from trusted data
When invoicing starts from spreadsheets or manual handoffs, the same invoice is often re-created multiple times across CRM, finance tools, and accounting. Sanka is designed to generate invoices from a single, governed data layer.
- Generate invoices from CRM deals, orders, and contract terms
- Pull line items from a product master (price, discount, tax rules)
- Support multi-entity and multi-currency billing
- Draft to approval to issue flow with permissions and audit trail
| What stays in sync | Source of truth | Where it syncs | Why it matters |
|---|---|---|---|
| Customer + terms | CRM / contract | Invoicing + accounting | Fewer mismatches and disputes |
| Invoice status | Invoicing | CRM + accounting | Accurate forecasting and collections |
| Line items + pricing | Product master | Invoicing + reporting | Consistent margin and revenue analysis |
Send invoices and accelerate payment
Invoicing is not just a PDF. Payment speed depends on accurate recipients, clear terms, and a process that makes exceptions visible.
- Centralize billing contacts and recipients (who should receive what)
- Standardize approval rules for discounts, custom terms, and exceptions
- Trigger reminders and follow-ups based on due date and payment status
Close the loop from invoice to cash
Finance needs to know what happened, not only what was sent. Sanka connects invoice status changes to downstream workflows so you can reconcile and report with confidence.
- Track partial payments, write-offs, and disputes with explicit status
- Keep an audit trail of changes: amount, terms, recipient, and timestamps
- Sync payment status back to CRM for customer-facing teams
Templates you can control without breaking formatting
Use templates as a controlled surface. Keep brand formatting consistent while allowing the finance team to move fast.
Lock the structure, keep the look consistent, and avoid ad-hoc edits that break templates.
Support localized invoice formats while keeping rules and approvals consistent.
Treat template edits as controlled updates with reviewers and history.
Built for how your business bills
Monthly/annual billing, proration, renewals, and usage-based line items.
Deposit plus milestone invoices plus final billing tied to delivery and approval gates.
PO to shipment to invoice to payment tracking with fewer manual handoffs.
Time and materials invoicing with built-in approvals and clear audit history.
Built for control, not chaos
Invoicing touches revenue recognition, customer experience, and compliance. Control is a feature, not a tax.
Control who can create, approve, send, and edit invoices.
Track every change: amounts, terms, recipients, and timestamps.
Set thresholds for discounts and custom terms, and route exceptions automatically.
