This article tells you what each type does, when Sharper uses it, whether it is an email or a print document, and whether it requires a linked Detail Template. This article is a companion to the published Template Reference article, which lists all template names in Sharper. That article tells you what templates exist.

Templates are found at System Settings, then Templates.

For how parent and child templates connect, see System Settings - Template Hierarchy and Detail Templates. For field descriptions on the template form itself, see System Settings - Templates Field Reference.

Template types fall into two categories:

Email types - Sharper delivers these directly to a customer's or staff member's inbox. When editing an email-type template, three additional fields appear on the form: Email Subject, Email From, and Email BCC.

Print and document types - Sharper uses these to render PDFs, on-screen documents, or line-item blocks. The email fields are hidden for these types.

A envelope symbol marks email types. A printer symbol marks print/document types. A puzzle piece symbol marks detail (child) block types.

ACH Declined (Email) - Sent to a customer when an ACH (bank transfer) payment fails during processing. Notifies the customer of the failure and prompts them to update their payment method.

ACH Sign-up Email (Email) - Sent to a customer when they enroll in ACH payment. Typically contains enrollment confirmation language or the ACH agreement summary.

ACH Terms And Conditions (Document) - Displays the full ACH terms and conditions to customers during the ACH enrollment flow. Rendered inline or attached - not delivered as a standalone email.

Credit Memo Email (Email) - Sent to a customer when a credit memo is issued on their account. Supports a Detail Template (child type: Credit Memo Item Block).

Credit Memo Email Attachment (Document) - The PDF attached to the Credit Memo Email. Supports a Detail Template (child type: Credit Memo Item Block).

Credit Memo Item Block (Child block) - The repeating line-item row block used by Credit Memo Email, Credit Memo Email Attachment, and Credit Memo Print. Renders once per credit memo line item. Selected in the Detail Template field on the parent templates.

Credit Memo Print (Document) - The standalone printable credit memo for on-screen or PDF viewing outside of email. Supports a Detail Template (child type: Credit Memo Item Block).

Customer Marketing Email (Email) - A general-purpose bulk email template for sending marketing messages to customers from CRM. Selected manually at send time. No Detail Template. See the existing System Settings - Templates article for steps to create one.

Deposit Pay Email (Email) - Sent to a customer when a deposit payment is collected. Supports a Detail Template (child type: Deposit Pay Item Block).

Deposit Pay Email Attachment (Document) - The PDF attached to the Deposit Pay Email. Supports a Detail Template (child type: Deposit Pay Item Block).

Deposit Pay Item Block (Child block) - The repeating line-item row block used by Deposit Pay Email and Deposit Pay Email Attachment. Renders once per deposit line item. Child template only.

E-sign (Document) - The contract document presented to the customer for electronic signature. This is the document they read and sign, not the email that delivers it.

E-sign Email (Email) - The email sent to a customer to initiate the e-sign process. Contains the link to the E-sign document.

Email Signature (Child block) - A reusable HTML signature block. Insert it into other email templates using the signature merge variable. Maintaining a single Email Signature template means updating it in one place updates all emails that reference it.

Invoice (Document) - The primary invoice document shown to customers on-screen or printed as a PDF. Supports a Detail Template (child type: Invoice Item Block).

Invoice Item Block (Child block) - The repeating line-item row block used by the Invoice template. Renders once per invoice line item. Child template only.

Online Booking Template (Document) - Controls the layout and branding of the public-facing online booking portal pages. Used to customize the customer-facing booking experience.

Payment Email (Email) - Sent to a customer confirming a payment has been received.

Payment Email Attachment (Document) - The PDF attached to the Payment Email. Rendered as a payment receipt document.

Payment Print (Document) - The printable payment receipt for on-screen viewing or counter printing. Not an email type.

Product Contract (Document) - The contract document associated with a product, presented during the booking or check-in workflow for customer acknowledgment.

Product Contract Email (Email) - The email that delivers the Product Contract to a customer.

Refund Email (Email) - Sent to a customer when a refund is issued on their account.

Refund Email Attachment (Document) - The PDF attached to the Refund Email.

Refund Print (Document) - The printable refund receipt for on-screen or counter printing. Not an email type.

Reservation Email (Email) - The confirmation email sent to a customer when a reservation is created or confirmed. Supports a Detail Template (child type: Reservation Item Block).

Reservation Item Block (Child block) - The repeating row block used by the Reservation Email. Renders once per product or item in the reservation. Child template only.

Reservation Item Extra Charge Description (Child block) - A description block used to format extra charge line items on reservation documents.

Non-Transient Reservation Item Description (Child block) - A description block for long-term or seasonal reservation line items on invoices and documents.

Transient Reservation Item Description (Child block) - A description block for transient (short-stay) reservation line items on documents such as the Transient Folio.

Reset Password Email (Email) - Sent to a staff user (not a customer) when they request a password reset for their Sharper login. Contains the reset link.

Statement (Document) - The standard customer account statement. Supports a Detail Template (child type: Statement Transaction Block).

Detailed Statement (Document) - An expanded statement showing more transaction detail. Supports a Detail Template (child type: Statement Transaction Block).

Statement Transaction Block (Child block / Parent) - The transaction-group row block used by Statement and Detailed Statement. Renders once per transaction group. This template also supports its own Detail Template (child type: Statement Transaction Detail Block), creating a three-level rendering chain.

Statement Transaction Detail Block (Child block) - The deepest row block. Renders once per individual line item within each transaction group in the Statement Transaction Block.

Status Update Email (Email) - Sent to a customer when a reservation status changes. Supports a Detail Template (child type: Status Update Email Item Block).

Status Update Email Attachment (Document) - The PDF attached to the Status Update Email.

Status Update Email Item Block (Child block) - The repeating row block used by Status Update Email. Child template only.

Transient Folio (Document) - The folio document presented to transient marina or dock customers at check-out, summarizing their stay and all charges. Supports a Detail Template (child type: Transient Folio Item Block).

Transient Folio Item Block (Child block) - The repeating charge-row block used inside the Transient Folio. Child template only.

Order Item Sale Description (Child block) - A description block used to format POS sale line items on invoices or receipts.

Power Meter Reading Description (Child block) - A description block used to format power meter reading entries on invoices and billing documents.