This article covers invoice generation for Campground reservations specifically.
Campground reservations generate invoices in two ways: automatically via a scheduled background process, or manually triggered by staff. This article covers the manual workflows.
How Invoice Generation Works
When configured for Automatic invoice generation, invoices are created by Sharper's scheduled billing process or manually by staff when triggered.
When configured for Manual invoice generation, invoices are only created when staff explicitly triggers them.
Both methods respect the reservation's Next Invoice Date — invoices only generate when the system date reaches or passes that date, adjusted by any Invoice Offset Days set on the product.
Generating an Invoice from a Reservation
Navigate to Campground > Reservations.
Open the reservation.
Select the Transactions tab.
Select Generate Invoices.
Review the invoice details and confirm.
The invoice appears in the reservation's Transactions tab and will be sent to the customer if automatic email receipts are configured.
Generating Invoices for Multiple Reservations
Best practice: Run and save a current Rent Roll report before generating invoices to verify what you are about to bill.
Navigate to CRM > Invoices.
Select Generate Invoices in the top right corner.
A panel opens on the right. Configure the fields as needed:
Field | What It Does |
Invoice Through | Required. Any reservation with a Next Invoice Date on or before this date is included in the batch. |
Customer | Search for a specific customer. Leave blank to generate for all customers matching the other criteria. |
Booking Type | Narrow generation to specific booking types. Leave blank to include all. |
Marina Reservations | Enable to include Marina module reservations in this batch. |
Campground Reservations | Enable to include Campground module reservations in this batch. |
Power Meter Readings | Enable to include invoices from meter readings. |
Booking Reservations | Enable to include Booking module reservations. In most cases this is not needed, as Booking invoices are generated at check-in. |
Include Transients | Include transient reservations from Campground or Marina in the batch. |
Email Invoices | Mass-send all invoices generated in this batch to customers. |
Email Statements | Mass-send customer account statements after invoices are generated. |
Override Invoice Date | Overrides the invoice date on all generated invoices. Only available to users with the Override Invoice Date permission. |
4. Select Preview to review invoices before committing. The Preview panel shows the total number of invoice groups, total line items, and grand total. You can drill into each reservation group to see individual line items (Product, Rate Plan, Frequency, Status, Price, Quantity, Subtotal) and export the full preview to CSV.
Use Preview together with the Rent Roll report to verify billings before generating. This is the recommended step before any bulk invoice run.
5. After reviewing, select Back to adjust your filters, or select Generate to commit.
6. Sharper processes invoices in the background. You will receive an email notification when generation is complete.
Invoice Timing — Invoice Offset Days
Next Invoice Date | Invoice Offset Days | Invoice Generates On |
April 1 | 10 | March 22 (with invoice date of April 1) |
The Invoice Offset Days field on a product causes invoices to generate before the invoice date. This ensures invoices reach customers before payment is due.
Automatic invoice scheduling is configured by your Sharper implementation team. Contact Sharper support if invoices are not generating on the expected schedule.
Meter Read Invoices
Utility (meter read) invoices are generated separately from reservation invoices. When entering meter readings via the batch form, select Invoice Now to generate invoices immediately upon saving the batch.
After Generating Invoices
Review the batch in CRM > Invoices (filter by today's date).
Apply any existing credits or deposits to open invoices.
Run Autopay for customers enrolled in automatic payment.
Send invoices or statements to customers as needed.
Viewing and Managing Invoices
All invoices for a reservation can be viewed from within the reservation under the Transactions tab. From there you can:
View invoice details (amounts, due dates, payment status)
Send the invoice to the customer by email
Record a payment against the invoice
Void or credit an invoice (contact your administrator if this option is unavailable)