Outlet Defaults is the primary configuration tile in Company Settings. It controls the operational baseline for your system — including the default tax rate, payment terms, email receipt behavior, autopay defaults, service fee rules, meter read settings, and module visibility.
Navigate to Company Settings, then select the Outlet Defaults tile.
General Settings
Field | Description |
Tax Rate | The default tax rate applied to new invoices and POS transactions. You can override this rate on individual products. |
Deposit Product | The product used when recording a deposit payment before an invoice is issued. |
Default Reservation Customer | The placeholder customer assigned to a reservation before a real customer is linked. Used to hold a reservation slot until the booking is confirmed. |
Default Payment Term | The payment term applied to new invoices unless overridden at the product, reservation, or customer level. |
Online Default Payment Term | The payment term applied to reservations made through the online booking portal. If not set, the Default Payment Term is used. |
E-sign Email Contract URL | The URL included in contract emails that links customers to an e-signature page. |
Outlet From Email | The sender email address for outgoing emails from this outlet. Select from the addresses configured in System Settings → Email Addresses. |
Class | An accounting class tag applied to transactions from this outlet. Used for GL reporting segmentation. |
Compact Invoice Print | When enabled, invoices print in a condensed format. |
Print Invoice Discount Detail | When enabled, discount line items are shown individually on printed invoices. |
Cash Drawer On Check | When enabled, the POS cash drawer opens automatically when a check payment is recorded. |
Hide Future Invoices | When enabled, invoices with future due dates are not shown in standard invoice list views. |
Payment Auto Settle | When enabled, payments are automatically settled at the processor without requiring a separate settlement step. |
Payment Receipts
These toggles control whether Sharper automatically emails a receipt to the customer after a payment is processed.
Toggle | What It Controls |
Point of Sale | Sends a receipt when a payment is taken at the POS. |
CRM | Sends a receipt when a payment is recorded in CRM. |
Auto Pay | Sends a receipt when an autopay charge runs. |
Scheduled | Sends a receipt when a scheduled payment is captured. |
Online Portal | Sends a receipt when a customer makes a payment through the Customer Portal. |
Online Bookings | Sends a receipt when a customer pays during an online booking. |
Auto Pay
These toggles set the default autopay behavior for new reservations in each module. When a toggle is on, autopay is automatically enabled on new reservations created in that module.
Toggle | Module |
Auto Pay POS | Point of Sale transactions |
Auto Pay Booking | Bookings module reservations |
Auto Pay Marina | Marina module reservations and meter reads |
Auto Pay Campground | Campground module reservations |
These toggles set the default for new reservations only. Autopay can still be turned on or off per reservation. For autopay to run, the customer must also have a Default Saved Payment Method on their CRM profile.
Apply Service Fees
These toggles control which payment channels have a service fee automatically applied. The service fee product and amount are configured in Company Settings → Accounting Settings.
Toggle | When the Service Fee Applies |
Auto Pay | When autopay processes a charge |
Booking | When a payment is made on a Bookings module reservation |
CRM | When a payment is recorded in CRM |
POS | When a card payment is taken at the POS register |
POS Invoices | When a payment is taken against an invoice at the POS |
Slips | When a payment is made on a long-term or seasonal marina slip reservation |
Transient Slips | When a payment is made on a transient marina slip reservation |
Online Bookings | When a customer pays through the online booking portal |
Online Payments | When a customer makes a payment through the Customer Portal |
Scheduled Payments | When a scheduled payment runs automatically |
Meter Read
These settings control how power meter readings are handled in the Marina module.
Field | Description |
Meter Read Service Charge | The product charged as a service fee each time a meter reading is processed, separate from the energy usage charge. |
Power Meter Unit | The label for the unit of power measurement shown on meter read line items. Default: kWh. |
Always Charge Meter Reading | When enabled, a meter read charge is generated even if the meter reading shows zero usage. |
Service Fee Settings
Field | Description |
Service Fee Text | A custom label that replaces the default "Service Fee" text on invoices and receipts. Leave blank to use the default. |
Read Only Service Fee Input | When enabled, staff cannot manually edit the service fee amount at payment time — the system-calculated amount is enforced. |
Gift Card
Configure the GL accounts used when gift cards are issued and redeemed.
Field | Description |
Product | The Sharper product record that represents a gift card sale. |
Journal Debit Account | The GL account debited when a gift card is sold. Typically a liability account (deferred revenue). |
Journal Credit Account | The GL account credited when a gift card is redeemed. |
Hide Modules
Use these toggles to hide specific module tabs from the left navigation for all users. This is useful if your organization does not use certain modules.
Toggle | Module Hidden When On |
Hide Accounting | Accounting module |
Hide Booking | Bookings module |
Hide Campground | Campground module |
Hide CRM | CRM module |
Hide Marina | Marina module |
Hide POS | Point of Sale module |
Hide Reports | Reports module |
Hide Messages | Message Center |
Hiding a module removes it from navigation for all users, regardless of their role permissions. Use with care.