This document explains how invoice due dates (payment terms) are set in Sharper MMS, where to update them, and how changes affect future versus existing invoices.
Payment Terms — Overview
A payment term controls the due date printed on invoices. Common examples are Due Upon Receipt (0 days) or Net 10 (due 10 days after the invoice date).
Payment terms follow this priority order when an invoice is generated. First, the reservation-level setting is used if a payment term is set directly on the reservation. Second, the customer-level setting is used if the customer record has a module-specific payment term. Third, the product-level Invoice Settings are used if no reservation or customer override is present. Fourth, if none of the above are configured, the system falls back to the default payment term in Company Settings — Outlet Defaults.
How To — Change the Default Payment Term on a Product
Use this method to update the payment term for all future invoices generated from a specific product. This change does not affect invoices that have already been generated.
Steps:
Go to the module where the product lives (Marina, Campground, or Booking) and open the Products list. Select the product you want to update.
Within the product record, locate the Invoice Settings section. This section contains the invoicing frequency, payment term, first invoice, and next invoice configuration.
Find the Payment Term field and select the desired term from the dropdown (for example, Due Upon Receipt).
Click Save to apply the change. All new invoices generated from this product going forward will use the updated payment term.
How To — Change the Payment Term on an Existing Reservation
Use this method to update the payment term on invoices that have already been generated for a specific reservation.
Steps:
Go to the appropriate module (Marina, Campground, or Booking) and open the Reservations list. Locate and open the reservation you need to update.
Click the Edit button to edit the details of the reservation.
Scroll down the reservation form until you reach the Accounting section. Click to expand it if it is collapsed.
Find the Payment Term field within the Accounting section and select the desired term from the dropdown.
Click Save to apply the change to this reservation.
If multiple reservations need to be updated, open each one individually and repeat Steps 1 through 5.
Notes
Product-level changes only apply to future invoices. Updating the payment term on a product does not retroactively change the due date on invoices that have already been generated. To update existing invoices, update the payment term at the reservation level.
Reservation-level changes override the product setting. If a payment term is set directly on a reservation, it takes priority over the product's default payment term.
Outlet Defaults as a fallback. If a product's Invoice Settings do not have a payment term configured, the system uses the default set in Company Settings — Outlet Defaults. To update the outlet-level default, go to Company Settings — Outlet Defaults and update the Default Payment Term field.
Customer-level overrides. Payment terms can also be configured per customer record (per module: Marina, Campground, Booking, POS). A customer-specific payment term will override both the product default and the outlet default for that customer's invoices.
For additional questions about invoice due dates or payment term configuration, please contact Sharper support.