Manual Invoice Creation
Creating manual invoices should not serve as a substitute for billing reservations in Sharper.
Navigate to CRM using the menu on the left-hand side.
Access the Invoices section from the top ribbon.
Click on Add New located at the top right corner.
Field | Description |
Customer Name | Links the invoice to the respective customer's account. |
Payment Term | Specifies the payment duration. |
Revenue Account | Typically preset to Accounts Receivable. |
Invoice Date | Indicates the date of invoice creation. |
Due Date | Automatically calculated based on the payment term. |
Class | Allows marinas with multiple outlets to designate the invoice for REIT or TRS. |
Auto Pay Toggle | Enables automatic payment for this invoice. |
Inclusion of Line Items
Click on New Item at the top right.
Search for the product, ensure accurate description, price, and any applicable discounts.
Repeat for additional items.
Save the changes.
Towards the end of the invoice, several fields are provided for input.
Field | Description |
Vessel | Links a customer's vessel to the invoice. |
Note | Additional information for property staff. |
Tax Rate | Specifies the tax rate. |
Invoice Discount | Applies a discount to the entire invoice. |
External Note | Displays a note on the customer's invoice copy. |
Customer Tax Code | Customer's tax code. |
Upon selecting Save, various options will be accessible at the top right corner.
Field | Description |
Messages | Allows direct email communication with the customer from the invoice. |
Attachments | Permits uploading of necessary documents for the invoice, available for future reference. |
Deferred Schedule | Manual invoices do not require a deferred schedule as they are automatically generated during invoice creation. * If the original automatic system generated deferred income invoice is voided, a user will need to manually recreate the deferred schedule – to do this: 1. Click “Deferred Schedule” button and generate dates accordingly.* 2. Click on the little stopwatch icon next to each invoice line item and choose accounts and generate amounts.* |
Generates a hard copy of the invoice. | |
Email Invoice | Sends the invoice to the selected customer for online payment processing. |