Upfront fee
Without Sanka
The first invoice timing is unclear after the deal closes
With Sanka
Create upfront invoice drafts from signed project terms
Project billing for milestones, retainers, and delivery work
Manage consulting, SI, agency, professional services, and construction billing across upfront fees, acceptance, milestones, pass-through costs, and payment status.
Project Billing
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Overview
Align project terms, billing timing, and next actions
Manage milestones
Track upfront, interim, acceptance, and final billing terms for each project.
Connect approval and acceptance
Decide what is ready to bill based on delivery status, customer acceptance, and internal approval.
Track payment and cost context
Follow pass-through costs, subcontractor costs, payment status, outstanding balance, and margin from one project.
Workflow
Reduce billing waits after project delivery
- 01Structure project and billing termsLink upfront fees, deliverables, acceptance rules, milestones, payment terms, subcontractor costs, and pass-through expenses to the project.
- 02Check billable milestonesAI reads delivery status, acceptance, approvals, and costs to surface invoice-ready work and remaining blockers.
- 03Issue invoices and track next actionsAfter approval, issue invoices and connect payment status, outstanding balance, next milestone, and CRM status.
Compare
Project billing leaks revenue between sales, delivery, and finance
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Upfront fee | The first invoice timing is unclear after the deal closes | Create upfront invoice drafts from signed project terms |
| Milestone billing | Delivery, acceptance, approval, and billing schedules live apart | Manage phases, acceptance status, and billing dates on the project record |
| Retainer and variable work | Monthly retainers and extra work are tracked in separate sheets | Run fixed and variable billing rules from the same workflow |
| Costs and pass-throughs | Subcontractor or pass-through cost decisions lack a clear audit trail | Track costs, approvals, and invoice inclusion together |
Milestone billing
Without Sanka
Delivery, acceptance, approval, and billing schedules live apart
With Sanka
Manage phases, acceptance status, and billing dates on the project record
Retainer and variable work
Without Sanka
Monthly retainers and extra work are tracked in separate sheets
With Sanka
Run fixed and variable billing rules from the same workflow
Costs and pass-throughs
Without Sanka
Subcontractor or pass-through cost decisions lack a clear audit trail
With Sanka
Track costs, approvals, and invoice inclusion together
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.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
FAQ
Frequently asked questions
Can upfront and post-delivery invoices be managed separately?
Yes. Upfront, interim milestone, acceptance-based, and final invoices can be managed per project.
Can pass-through costs be included in invoices?
Yes. Pass-through and subcontractor costs can be linked to the project and included after approval.
How is this different from project management?
Project management focuses on tasks and delivery execution. This page focuses on turning project terms and progress into invoices, payment follow-up, and margin visibility.