Variable

Shows

Field to Edit

{{customer_id}}

The customer's ID number

"Customer ID" (rarely changed after setup)

{{customer_display_name}}

The name shown throughout Sharper for this customer

"Display Name"

{{customer_first_name}} / {{customer_last_name}}

First and last name

"First Name" / "Last Name"

{{customer_email}}

Email address on file

"Email"

{{customer_phone}}

Phone number on file

"Phone"

{{customer_address_1}} / {{customer_address_2}}

Mailing address lines

"Address 1" / "Address 2"

{{customer_city}} / {{customer_state}} / {{customer_zip}} / {{customer_country}}

City, state, zip, country

Same address block

Variable

Shows

Field to Edit

{{outlet_name}}

Your location's name

"Name"

{{outlet_address_1}} / {{outlet_address_2}} / {{outlet_city}} / {{outlet_state}} / {{outlet_zip}} / {{outlet_country}}

Your mailing address

Address fields

{{outlet_email}}

Your public contact email

"Contact Email"

{{outlet_phone}}

Your public contact phone number

"Contact Phone"

{{outlet_website}}

Your website address

"Website"

{{outlet_logo}}

Your logo image

"Logo" upload

{{outlet_portal_site_url}}

Your Customer Portal login page link

"Portal Site URL"

{{outlet_instagram}} / {{outlet_facebook}} / {{outlet_youtube}}

Your social media page links

"Instagram URL" / "Facebook URL" / "YouTube URL"

{{email_signature}}

A reusable email sign-off block

Indirect — set which signature is active at Company Settings → Template Settings → Signature, then edit its actual text on that Email Signature-type template under System Settings → Templates.

Section

Variables

Identity

{{vessel_name}}, {{vessel_current_space}} (read-only — set by slip assignment, not this form)

Dimensions

{{vessel_loa}}, {{vessel_beam}}, {{vessel_draft}}, {{vessel_height}}, {{vessel_weight}}

Details

{{vessel_boat_type}}, {{vessel_make}}, {{vessel_model}}, {{vessel_year}}, {{vessel_hull_color}}, {{vessel_fuel_type}}

Registration

{{vessel_registration_number}}, {{vessel_serial_number}}, {{vessel_trailer_description}}, {{vessel_trailer_tag_number}}

Insurance

{{vessel_insurance_company}}, {{vessel_insurance_policy_number}}, {{vessel_insurance_expiration_date}}, {{vessel_insurance_agent_name}}, {{vessel_insurance_agent_phone}}, {{vessel_insurance_agent_email}}, {{vessel_coi_received}}, {{vessel_additional_insured}}

Importation

{{vessel_fully_imported}}, {{vessel_temp_import_expiration}}

Section

Variables

Identity

{{vehicle_name}}, {{vehicle_current_space}} (read-only — set by site assignment, not this form)

Dimensions

{{vehicle_loa}}, {{vehicle_beam}}, {{vehicle_height}}

Details

{{vehicle_rv_type}}, {{vehicle_make}}, {{vehicle_model}}, {{vehicle_year}}, {{vehicle_color}}, {{vehicle_motorized}}

Registration

{{vehicle_license_plate_number}}, {{vehicle_serial_number}}

Insurance

{{vehicle_insurance_company}}, {{vehicle_insurance_policy_number}}, {{vehicle_insurance_expiration_date}}, {{vehicle_insurance_agent_name}}, {{vehicle_insurance_agent_phone}}, {{vehicle_insurance_agent_email}}, {{vehicle_coi_received}}, {{vehicle_additional_insured}}

Variable

Shows

Field to Edit

{{reservation_item_id}}

The line item's ID

Not editable — system-assigned

{{product_name}}

The name of the product/rate booked

On the Product itself, in the relevant module's Products settings (Marina, Campground, or Bookings)

{{unit_name}}

The slip, site, or unit assigned

Not editable here — set by assigning a different unit to the reservation item; the unit's own name is edited under the module's Units/Spaces settings

{{from_date}} / {{from_time}} / {{from_datetime}}

Check-in / start date

The reservation item's start date field, set when booking

{{to_date}} / {{to_time}} / {{to_datetime}}

Check-out / end date

The reservation item's end date field, set when booking

{{adults}} / {{children}}

Occupancy counts

Set when booking, on products where occupancy applies

{{booking_type_name}}

The Booking Type assigned to the product

On the product's Booking Type setting, in the module's Booking Types settings

{{subtotal}} / {{tax}} / {{total}} / {{deposit}} / {{deposit_paid}} / {{deposit_paid_service_fee}} / {{deposit_paid_with_service_fee}}

Pricing for this line item

Computed — driven by the product's price, applied discounts/extra charges, and deposit settings

Variable

Shows

Field to Edit

{{invoice_id}}

The invoice number

CRM → Customers → Invoices → open the invoice → "Invoice ID" (leave blank to auto-generate; editing requires the "edit invoice IDs" permission)

{{invoice_date}}

The date the invoice was issued

Invoice → "Invoice Date"

{{invoice_due_date}}

The date payment is due

Invoice → "Due Date"

{{auto_pay}}

Whether AutoPay is on for this invoice ("Yes"/"No")

Invoice → "Auto Pay" toggle

{{payment_term_name}}

The invoice's assigned payment term

Invoice → "Payment Term" dropdown; term names themselves are managed at Accounting → Settings → Payment Terms

{{tax_rate_name}}

The tax rate applied

Invoice item → "Tax Rate"; rate names are managed at Accounting → Settings → Tax Rate

{{note}} / {{external_note}}

Internal note / customer-visible note

Invoice → "Note" / "External Note"

{{tip}}

Tip amount, if one was added

Entered at the time of payment in the payment window, not on the invoice itself

{{subtotal}} / {{tax_total}} / {{total}} / {{balance}} / {{amount_paid}} / {{discount_total}}

Invoice totals

Computed — driven by the invoice's line items, discounts, and recorded payments

{{pay_link}}

The one-click link that takes a customer to pay this invoice online

Not editable — generated automatically per invoice

Variable

Shows

Field to Edit

{{detail_name}}

The line item's name

Set automatically from the Product chosen on that invoice row

{{detail_description}}

The line item's description

Invoice row → "Description" field

{{detail_price}}

Price per unit

Invoice row → "Price" field

{{detail_subtotal}} / {{detail_amount}}

Line item subtotal, and subtotal after any discount

Computed from Price × Quantity and the row's Discount setting

Variable

Shows

Field to Edit

{{remittance_id}}

The payment's reference number

Not editable — assigned automatically

{{total}}

The payment amount

CRM → Payments → "Amount" (editable only on a new, unsaved payment, or with the "edit payment amounts" permission)

{{date}}

The payment date

Payment → "Payment Date" (locked once the payment is settled)

{{payment_method}}

How the customer paid (card, ACH, cash, etc.)

Payment → "Payment Type"; the method's display name is managed at System Settings → Payment Methods

{{reference}}

Reference note on the payment

Payment → "Reference" field

{{account_last_4}}

Last 4 digits of the card or bank account used

Not editable after the fact — captured when the card/bank account was entered

{{service_fee}} / {{subtotal}}

Any processing fee, and the amount before that fee

Payment → "Service Fee" (editable on new payments; usually auto-calculated)

{{authorization}}

The approval status shown on the receipt

Not editable — set by the payment method type

Variable

Shows

Field to Edit

{{refund_id}}

The refund's reference number

Not editable — assigned automatically

{{total}}

The refund amount

CRM → Refunds → "Amount" (editable only while creating the refund)

{{date}}

The refund date

Refund → "Refund Date" (editable only while creating the refund)

{{payment_method}}

How the refund was issued

Refund → "Payment Type"; method names managed at System Settings → Payment Methods

{{reference}}

Reference note on the refund

Refund → "Reference" field (editable only while creating the refund)

{{note}}

Internal note on the refund

Not directly editable from the Refund screen — set by the process that created the refund

{{type}} / {{status}}

What kind of refund it is, and its current state

Not editable — set automatically by the refund process and its settlement status

Variable

Shows

Field to Edit

{{remittance_id}}

The credit memo's reference number

Not editable — assigned automatically

{{total}}

The credit memo amount

Computed from the credit memo's line items

{{remaining_credit}}

How much of the credit is still unapplied

Computed — reduces automatically as the credit is applied to invoices

{{date}}

The credit memo date

Credit Memo → "Date" (editable only while the credit memo is new and open)

{{reference}}

Reference note

Credit Memo → "Reference" field

{{items}}

The credit memo's line items

See Credit Memo Item Block below

Variable

Shows

Field to Edit

{{name}} / {{description}}

Line item name and description

Set from the chosen Product, plus an editable "Description" field on the row

{{tax_rate_name}} / {{tax_rate}}

The tax code applied and its rate

Row → "Tax Code" select; code names managed at Accounting → Tax Codes

{{price}} / {{quantity}}

Unit price and quantity

Row → "Price" / "Qty" fields

{{discount_total}} / {{subtotal}} / {{subtotal_w_discount}}

Line totals before and after discount

Computed from Price, Quantity, and the row's "Discount" setting

Variable

Shows

Field to Edit

{{statement_date}}

The date the statement was generated

Not editable — always today's date when the statement runs

{{due_total}}

Total balance due

Computed from open invoices, statement charges, and payments

{{due_current}} / {{due_30}} / {{due_60}} / {{due_90}} / {{due_over_90}}

Balance broken out by how overdue it is

Computed aging buckets based on each transaction's due date

{{statement_transactions}}

The list of transactions on the statement

See Statement Transaction Block below

Variable

Shows

Field to Edit

{{tran_date}} / {{tran_type}} / {{tran_description}}

Transaction date, type, and description

Varies by transaction type — the invoice date, statement charge date, refund date, or journal reference, edited on that record itself

{{tran_subtotal}} / {{tran_tax_total}} / {{tran_total}} / {{tran_amount}} / {{tran_paid}} / {{tran_balance}}

Amounts for this transaction

Computed from the underlying invoice, statement charge, payment, credit, or refund amount

{{stmt_balance}}

Running balance total through this point on the statement

Computed — not tied to any single field

{{auto_pay}}

Whether this invoice has AutoPay on

Invoice → "Auto Pay" toggle

{{statement_transaction_details}}

Line-item detail (invoices only)

See Statement Transaction Detail Block below

Variable

Shows

Field to Edit

{{detail_name}} / {{detail_description}}

Line item name and description

Set from the invoice row's Product and "Description" field

{{detail_price}}

Price per unit

Invoice row → "Price"

{{detail_subtotal}} / {{detail_amount}}

Line subtotal, and subtotal after discount

Computed from Price, Quantity, and the row's Discount

Variable

Shows

Field to Edit

{{reservation_id}}

The reservation's ID

Not editable — assigned when the reservation is created

{{reservation_items}}

The list of items/units on the reservation

Rendered from the Reservation Item Block variables above, for each active line

{{subtotal}} / {{tax}} / {{price_adjustment}} / {{total}} / {{deposit}} / {{deposit_paid}} / {{deposit_paid_service_fee}} / {{deposit_paid_with_service_fee}}

Reservation-wide totals

Computed from all active line items and any extra charges

{{online_site_url}}

Your online booking site link

Company Settings → Reservation Settings → "Online Site Url"

Variable

Shows

Field to Edit

{{renewal_start}} / {{renewal_end}}

The date range for a long-term renewal invoice

Usually set automatically by billing; can be adjusted on a specific invoice via the "Deferred Schedule" option (requires the "maintain deferred schedule" permission)

Variable

Shows

Field to Edit

{{product_name}} / {{product_description}} / {{description}}

The extra charge's name and description

On the extra charge's own Product setup

{{unit_name}}

The slip, site, or unit it's tied to

Set via the reservation item's space assignment

{{subtotal}} / {{tax}} / {{total}}

Pricing for the extra charge

Computed from the extra charge's price

Variable

Shows

Field to Edit

{{reservation_id}}

The reservation's ID

Not editable

{{lines}}

Every charge and payment during the stay

See Transient Folio Item Block below

{{subtotal}} / {{tax}} / {{total}} / {{credit}} / {{balance}}

Stay totals

Computed from all charges and payments during the stay

{{reservation_date}}

When the reservation was created

Not editable — system timestamp

{{reservation_status}}

The reservation's current status

Changed through check-in/check-out/cancel actions on the reservation, not typed directly

{{reservation_check_in_date}} / {{reservation_check_out_date}}

Actual check-in and check-out timestamps

Set by the Check-In / Check-Out actions on the reservation

Variable

Shows

Field to Edit

{{date}} / {{datetime}}

When the charge or payment happened

Not editable — taken from the invoice or payment timestamp

{{unit}}

The slip or site the charge applies to

Set via space assignment

{{description}} / {{quantity}} / {{price}} / {{subtotal}} / {{tax_code}} / {{tax_rate}} / {{tax}} / {{total}}

Charge line detail

Comes from the underlying invoice line item

{{credit}}

Payment amount, on a payment line

Computed from the recorded payment

Variable

Shows

Field to Edit

{{deposit_amount}}

The deposit amount being requested

Not editable here — set by the reservation's deposit terms

{{deposit_pay_url}}

The link the customer clicks to pay the deposit

Base link editable at Company Settings → Template Settings → "Deposit Pay Url"; the final link is generated per customer

{{reservation_id}}

The reservation's ID

Not editable

{{reservation_items}}

The reservation's line items

Rendered from Deposit Pay Item Block (same fields as Reservation Item variables above)

{{reservation_subtotal}} / {{reservation_tax}} / {{reservation_price_adjustment}} / {{reservation_total}}

Reservation totals

Computed

{{online_site_url}}

Your online booking site link

Company Settings → Reservation Settings → "Online Site Url"

Variable

Shows

Field to Edit

{{reservation_id}} / {{reservation_item_id}}

IDs for the reservation and line item

Not editable

{{product_name}}

The product being contracted

On the Product itself

{{unit_name}}

The assigned slip, site, or unit

Set via space assignment

{{from_date}} / {{to_date}} (and time/datetime variants)

Reservation start and end

Set when booking

{{price}} / {{quantity}} / {{subtotal}} / {{total}} / {{tax}} / {{discount}} / {{price_adjustment}} / {{deposit}} / {{deposit_paid}} / {{subtotal_no_deposit}} / {{total_no_deposit}}

Pricing for the item

Computed from the item's price, quantity, tax, and any extra charges

{{invoicing_frequency}}

How often this item is billed

Reservation item → Accounting tab → "Invoicing Frequency"

{{today}}

Today's date

Not editable — always the current date

{{signature}} / {{checkbox}} / {{blank}} / {{images}}

Interactive contract elements — a signature box, an acknowledgment checkbox, a fill-in line, and an image upload area

These aren't data fields — insert them from the Content Editor's Inputs toolbar button while editing the contract template. The customer fills them in when they sign.

{{esign_contract_link}}

The link a customer clicks to review and sign

Base link editable at Company Settings → Outlet Defaults → "E-sign Email Contract Url"; the final link is generated per contract

Template

Variable

Shows

Field to Edit

ACH Sign-up Email

{{ach_signup_url}}

The link a customer clicks to enter bank details

Base link editable at Company Settings → Template Settings → "ACH Sign-up Form Url"; the final link is generated per customer

ACH Declined

Same variables as Payment (see Payment Variables above)

Details of the declined payment attempt

See Payment Variables

Variable

Shows

Field to Edit

{{customer_display_name}} / {{customer_first_name}} / {{customer_last_name}}

The customer's name

CRM → Customers

{{reset_url}}

The password reset link

Not editable — a one-time secure link generated per request

{{expiration_date}}

When the reset link expires

Not editable — fixed at one hour from when it's requested

{{online_site_url}} / {{online_site_name}}

Your booking site link and name

{{online_site_url}}: Company Settings → Reservation Settings → "Online Site Url". {{online_site_name}} could not be traced to an editable field in this pass — flagging for follow-up.