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Use Sanka to keep Billing → Payment → Reconciliation → Receivables in one place while syncing status back to HubSpot for sales visibility.

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Use cases

  • Cash application: Normalize bank/processor deposits into Payment records in Sanka.
  • HubSpot Payment Reconciliation / AI matching: Auto-match HubSpot deals and Sanka invoices, and surface AI candidate pairs for faster review.
  • Receivables in HubSpot: Share open AR by Deal/Company so sales and finance work from the same truth.

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Sanka setup essentials

  • Bill with Invoice, collect with Payment, and tie to Company / Contact as the customer key.
  • In HubSpot, add custom properties to link Deals/Companies to Sanka Invoice and Payment IDs.
  • Import payments via CSV or payment APIs; handle fees/FX differences with dedicated adjustment properties.

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Operating steps

  1. Create invoices: Generate Invoice from Orders/Subscriptions and issue PDF to the customer.
  2. Import payments: Load bank or processor statements as Payment records (CSV or automated sync).
  3. Reconcile: Match Payment to Invoice; capture fees/differences as adjustments; support partials and batch payments.
  4. Monitor AR: Views and dashboards highlight late items and stale receivables; auto-create follow-up tasks.
  5. Sync to HubSpot: Push payment status and open balance to HubSpot Deal/Company so reps see real-time AR.

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Automation ideas

  • Workflow actions: On payment creation, auto-match candidate invoices and update statuses.
  • Record actions: When AR aging crosses a threshold, send reminders and assign owner tasks.
  • Object actions: When a HubSpot stage changes, sync the related Sanka Invoice status.

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Reporting and oversight

  • Track collection rate, DSO, and aging by customer/owner in dashboards.
  • Maintain a view of unreconciled payments to clear daily and reduce posting backlog.