Combine Stripe payments with custom Sanka invoices so AR, reconciliation, and accounting stay unified.
Cards/links: Use Stripe Payment Links/Checkout/Invoice for card or ACH. Create the paired Sanka invoice and link the payment.
Custom invoices: Build complex invoices in Sanka (time & materials, mixed taxes/discounts) and, if needed, include a Stripe payment link.
Subscription + one-off: Keep subscriptions in Stripe; issue one-off project invoices in Sanka. Track both in one AR view.
Import Stripe payments/fees/FX into Sanka and auto-match to invoices.
Handle partial payments and consolidated payments across multiple invoices.
Add adjustment lines for fees so net deposits equal invoice totals.
Decide payment path (Stripe card/link vs custom bank-transfer invoice).
For Stripe payments, pair PaymentIntent/Charge with the Sanka invoice.
For custom invoices, issue from Sanka and attach a Stripe payment link if desired.
Sync payments, add fee adjustments, and resolve remaining differences manually when needed.
Review AR dashboards and export accounting entries.
Store custom invoices, acceptance notes, and work reports in Sanka Templates; pair with Stripe payment links.
Automate renewal notices and dunning via workflows, syncing Stripe payment status back into Sanka.
Confirm status mappings (paid/succeeded ↔ paid, requires_payment_method ↔ pending).
Test fee/FX cases to ensure balances zero out.
Document which parts run in Stripe vs Sanka so teams follow the same flow.
