This article covers invoice generation for Marina reservations specifically.
Sharper can generate Marina reservation invoices automatically via a scheduled background process, or on demand by staff. This article covers how invoice generation works and how to run it manually.
Invoice Settings on a Reservation
Each Marina reservation has an Accounting section that controls when and how invoices are created:
Setting | What It Controls |
Invoice Generation | Automatic — invoices generate on schedule. Manual — invoices are only created when staff triggers them. |
Invoice Frequency | How often invoices generate: Daily, Monthly, or Upfront (one invoice for the full reservation) |
Next Invoice Date | The date the system targets for the next invoice. Updates automatically after each invoice is generated. |
Invoice Offset Days | Causes the invoice to generate early — e.g., 10 offset days means an invoice due on the 1st generates on the 21st of the prior month. |
Generating an Invoice from a Reservation
Navigate to Marina > Reservations.
Open the reservation.
Select the Transactions tab.
Select Generate Invoices.
Review and confirm.
The invoice appears in the 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 Marina or Campground 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.
If you run billing for multiple modules, you can enable both Marina and Campground Reservations toggles in a single Generate Invoices run, or run them separately.
Upfront Invoicing
Reservations billed Upfront generate a single invoice at the time the reservation is saved, not via the batch process. If it was not generated at save time, run Generate Invoices once from the Transactions tab to create it.
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.
Automatic invoice scheduling is configured by your Sharper implementation team. Contact Sharper support if invoices are not generating on the expected schedule.
Troubleshooting — Expected Invoices Not Generated
Symptom | What to Check |
Invoice not created for a reservation | Open the reservation → Accounting section. Verify Invoice Generation is set to Automatic, not Manual. |
Next Invoice Date is in the future | No invoice will generate until that date is reached. |
Invoice generates earlier than expected | Invoice Offset Days may be set on the product — invoices generate before the Next Invoice Date by the offset amount. |
Cancelled or Checked Out reservation | These reservation statuses do not generate new invoices. |