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Module specific articles

211 articles

Accounting

Accounting Module

Accounting - DiscountsHow to create and apply discounts in Sharper, including fixed and percentage discount types and how they appear on invoices.
Accounting - General LedgerHow to view and filter the general ledger in Sharper, including transaction search, date filtering, and export options.
Accounting - Tax SetupHow to configure tax rates and tax accounts in Sharper for invoice and POS transactions.
Accounting - Chart of AccountsHow to view and manage your chart of accounts in Sharper, including GL account setup and mapping for invoice and payment transactions.
Accounting - SettingsField reference for Accounting Settings in Sharper — GL account assignments, closing date, document number prefixes, and accounting integration options.
Accounting - Payment Terms HierarchyUnderstanding Sharper's tiered payment term logic for managing payment terms effectively.
Accounting - Tax SettingsConfigure state and federal tax rates, tax agencies, and tax codes in the Accounting module.
Accounting - Gift CardsOverview of gift card features in Sharper for expanding revenue streams and offering flexible payment options.
Accounting - Gift Card Settings and SetupStep-by-step guide to configure ledger accounts, gift card products, payment methods, outlet defaults, and security settings.
Accounting - Gift Cards CreationHow to create individual gift cards, generate multiple gift cards at once, and create gift cards during purchase.
Accounting - Credit Card Error LogThe Credit Card Error Log is a consolidated area in Sharper showing every credit card decline reason including but not limited to: failed swipes, expired dates, and insufficient funds.
Accounting - Deferred Schedule Configuration and RecognitionLearn how to configure and manage deferred revenue schedules in Sharper, including product-level setup, automatic schedule generation with invoices, and the revenue recognition process.
Point of Sale - Purchasing Gift CardsLearn how to purchase and load gift cards through the Sharper POS register, including required setup in Company Settings and how gift card numbers are generated for redemption.
Accounting - Automatic POS DiscountsAutomatic discounts can be setup to where a customer is selected in the POS Terminal and when a product is selected an automatic discount can be applied to that product…
Point of Sale - Redeeming Gift CardsLearn how to redeem gift cards in Sharper through the POS terminal, apply them to open invoices at the POS, or settle open invoices directly through the Accounting module.
Accounting - Advanced Deposits, Deferred Revenue, and Reconciliation ReportingHow Sharper handles advance deposits and deferred revenue recognition, including the deferred income schedule, month-end reconciliation steps, and reporting.
Accounting - AutoPay Benefits - Marina, Campgrounds, BookingsOverview of AutoPay advantages across Marina, Campground, and Bookings modules — how automated billing reduces manual work and improves collection rates.
Accounting - Journal EntriesHow journal entries work in Sharper MMS — automatic entries for bounced checks and deferred income, how to create manual entries, and how journals sync to QuickBooks and Sage.
Accounting - Extra Charges (Surcharges)How extra charges (surcharges) work in Sharper MMS — where to configure them, how they apply to reservations, and field reference.
Accounting - QuickBooks Integration

CRM

Customer Relationship Management (CRM) Module

CRM - DashboardOverview of the CRM dashboard in Sharper — account summary, recent activity, and quick-access links for customer management.
CRM - Creating Customer AccountStep-by-step instructions for creating a new customer account in Sharper CRM, including required fields and account setup options.
CRM - Saving Credit Cards & ACH Payment MethodsHow customers and staff can save credit card and ACH payment methods on a customer account for future charges and AutoPay.
Sending Customer Marketing EmailsHow to send a bulk or targeted marketing email to customers from CRM, including how to use a Customer List Report to target a specific group.
CRM - CustomersComplete guide to creating and managing customer profiles in Sharper CRM — the foundation for all reservations, invoices, and billing.
CRM - TransactionsOverview of the CRM Transactions tab — all financial activity in one list. Covers types, column definitions, and status meanings.
CRM - PaymentsHow to record and manage payments in Sharper CRM, including cash, check, credit card, and ACH payment entry.
CRM - Credit MemosHow to create and apply credit memos in Sharper CRM — issuing credits to a customer account and applying them to open invoices.
CRM - RefundsHow to view refund records in CRM and add a manual refund record — used primarily for ACH. For credit card refunds via Void or Refund, see CRM - Refunding…
CRM - Email DocumentsHow to email invoices, statements, and other documents directly to customers from Sharper CRM.
CRM - Billing ProcessStep-by-step guide to completing monthly or annual billing in Sharper: generating invoices, running AutoPay, and managing declined payments.
CRM - Emailing Invoices and StatementsHow to send invoices and account statements to customers by email from Sharper CRM, individually or in bulk.
CRM - Voiding an InvoiceHow to void an invoice in Sharper CRM — when voiding is appropriate, how it affects the general ledger, and the difference between voiding and crediting.
CRM - Address Verification SystemHow the address verification system works in Sharper CRM — automatically validating and standardizing customer mailing addresses.
CRM - AutoPayHow AutoPay works in Sharper CRM — automatic payment capture for customers with a saved payment method and AutoPay enabled on their account.
CRM - Auto-Settle PaymentsHow the Auto-Settle feature works in Sharper — automatically applying available credits and payments to open invoices on a customer account.
CRM - Invoice ManagementHow to view, filter, and manage customer invoices in Sharper CRM, including status tracking, bulk actions, and invoice search.
CRM - Manual InvoicesHow to create a manual invoice in Sharper CRM — adding charges directly to a customer account outside of the reservation workflow.
CRM - Refunding Cash PaymentsHow to process a cash refund in Sharper CRM, including the steps to void or reverse a cash payment on a customer account.
CRM - Refunding Credit Cards and ACH PaymentsHow to refund a payment back to the original credit card, ACH, or other payment method in Sharper CRM — using Void or Refund in CRM → Payments, or the…
CRM - Sending Customer Portal InstructionsHow to send a customer their Customer Portal login instructions from Sharper CRM so they can access their account online.
CRM - Setting up AutoPayStep-by-step instructions for enabling AutoPay on a customer account in Sharper CRM, including payment method requirements and per-reservation settings.
CRM - Bounced Check/ACH PaymentsHow to handle a returned check or failed ACH payment in Sharper, including the Bounce Check action, journal entry reversal, and customer notification.
CRM - Invoice PreviewHow to use the Invoice Preview feature in Sharper CRM to review invoice details before sending or printing.
CRM - Statement ChargesHow to create and manage Statement Charges in Sharper MMS — fees applied directly to a customer's account balance outside of the reservation invoice workflow.
CRM - Module OverviewOverview of the CRM module in Sharper — the central hub for customer profiles, invoices, payments, credit memos, and all financial activity.
How-To Unapply a Credit Memo from an InvoiceHow to reverse a credit memo that was applied to the wrong invoice and return it to unsettled status.
CRM - Customer PortalStaff guide to enabling and configuring the Customer Portal — what customers can do, how to set up access, and portal payment settings.
How-To Control Credit Memo Auto-SettlementHow auto-settlement works for credit memos, how to trigger it manually, and how to apply a credit to a specific invoice instead.
CRM - Import InvoicesStep-by-step guide for uploading invoices in bulk using the Sharper invoice import spreadsheet, including a field reference and how to find your Item ID.

Booking

Booking Module

Bookings - Creating a ReservationStep-by-step guide to creating Booking reservations for existing and new customers — daily, nightly, and hourly booking types.
Bookings - UnitsHow to create and configure bookable units in the Bookings module, including unit details, capacity, and online availability settings.
Bookings - Booking Type SetupHow to create and configure booking types in the Bookings module, controlling availability display, online search fields, and deposit requirements.
Bookings - PoliciesHow to create and configure Booking policies, including deposit requirements, cancellation terms, and online portal settings. Covers all policy fields and Bookings-specific behavior.
Bookings - Unit BlackoutsHow to block out specific units for a date range in the Bookings module, preventing them from being booked online or in the back office.
Bookings - Unit GroupsHow to set up unit groups in Bookings to pool units of the same type for availability and assignment purposes.
Booking - Product SetupHow to create and configure booking products in Sharper, including rate setup, availability rules, and online booking options.
Bookings - Updating UnitsHow to edit existing units in the Bookings module, including rate changes, availability adjustments, and unit details.
Bookings - Incidental ChargesHow to add incidental (extra) charges to a Bookings reservation beyond the base product rate.
BookingsOverview of the Bookings module in Sharper — reservations, units, products, and booking types for hourly, daily, and rental bookings.
Bookings - Reservation AvailabilityHow the Bookings module determines unit availability, including blackout logic, group availability, and the availability calendar view.
Bookings - Reservation ManagementHow to manage Bookings reservations — edit, cancel, status changes, check-in/out, e-sign review.
Bookings - Online Booking PortalConfiguration guide for the Bookings online portal — product requirements, search modes, T&C acceptance, deposit/cancellation rules.
Bookings - Module OverviewOverview of the Booking module in Sharper — navigation, how the module is organized, and reservation statuses.
Bookings - Unit MapsHow to create and configure a unit map for the Booking module — uploading a background image, placing unit icons, assigning the map to a Booking Type, and using the…

Marina

Marina Module

Marina - PoliciesCancellation and deposit policy setup for Marina reservations. See Reservation Management - Cancellation and Deposit Policies for the full policy reference.
Marina - Long-Term ReservationsHow to create and manage long-term Marina reservations, including billing frequency, rate plan assignment, and lease-style settings.
Marina - Seasonal ReservationsHow to create and manage seasonal Marina reservations, including setup, billing, and check-in/check-out workflows.
Marina - Transient ReservationsHow to create and manage transient (short-stay) Marina reservations, including payment collection and check-in/check-out.
Marina - Accounting Reservation SettingsField reference for reservation-level accounting settings in the Marina module, including invoice generation, frequency, and rate plan billing options.
Marina - Pro Rating Monthly ReservationsHow Sharper calculates pro-rated charges for monthly Marina reservations that start or end mid-month.
Marina - Pro Rating Annual ReservationsHow Sharper calculates pro-rated charges for annual Marina reservations that start or end mid-period.
Marina - Incidental ChargesHow to add incidental (extra) charges to a Marina reservation beyond the base slip rate.
Marina - Product SetupHow to create and configure products in the Marina module, including rates, booking setup, vessel requirements, and online availability options.
Marina - Meter ReadingsHow to enter and process utility meter readings for Marina slips, including batch entry and invoice generation.
Marina - Power MetersHow to set up and assign power meters to Marina slips for utility tracking and meter-read billing.
Marina - Power Meter TypesHow to configure power meter types in the Marina module, defining the utility service categories used for meter billing.
Marina - VesselsLearn how to create and configure vessel profiles in the Marina module, including general information, dimensions, insurance details, importation status, and attachments.
Marina - Updating SpacesHow to edit existing Marina slips (spaces), including dimension changes, amenity updates, and availability adjustments.
Marina - Space BlackoutsHow to block out specific Marina slips for a date range, preventing them from being booked online or in the back office.
Marina - Space GroupsHow to set up Space Groups in the Marina module to pool slips of the same type for availability and automatic assignment.
Marina - Space CollectionsHow to use Space Collections in the Marina module to group related slips for availability display and reporting.
Marina - Booking Type SetupHow to create and configure booking types in the Marina module, controlling reservation workflows, vessel dimensions, and online booking options.
Marina - Reservation DashboardOverview of the Marina Dashboard showing today's arrivals and departures, with steps for single and bulk check-in and check-out, special request review, and e-sign contract status.
POS - Attach Contracts to ProductsHow to attach a contract to a POS product so customers are prompted to sign when the product is sold at the terminal.
Reservation ManagementOverview of reservation management in Sharper — covering the Booking, Campground, and Marina modules.
Marina - Custom StatusHow to create and use custom reservation statuses in the Marina module for tracking non-standard reservation states.
Marina - WaitlistHow to manage the Marina waitlist — adding customers, tracking waitlist status, and converting waitlisted customers to reservations.
Marina - Dynamic PricingHow Dynamic Pricing works in the Marina module — automatically adjusting transient rates based on occupancy levels.
Marina - Promo CodesHow to create and apply promotional codes for Marina reservations, including discount configuration and code distribution.
Marina - Reservation MapsHow to use the Marina reservation map view to visualize slip occupancy and manage reservations spatially.
Marina - Sending E-Sign ContractsHow to send an electronic signature contract to a Marina customer from a reservation.
Marina - Slip Rentals and Payment OptionsOverview of slip rental types and payment collection methods available in the Marina module.
Marina - Spaces / SlipsHow to create and configure Marina slips (spaces), including dimensions, amenities, map position, and availability settings.
Marina - Troubleshooting and Managing Reservation ExtensionsHow to handle and troubleshoot reservation extension scenarios in the Marina module, including billing and status management.
Marina - Updating Rates - Long TermHow to update rates on active long-term Marina reservations, including rate change timing and billing impact.
Marina - Updating Rates - SeasonalHow to update rates on active seasonal Marina reservations, including rate change timing and billing impact.
Marina - Updating Rates - TransientsHow to update transient rates in the Marina module, including rate plan changes and availability impact.
Marina - Rate Plans for TransientsHow to configure rate plans for transient (short-stay) Marina reservations, including nightly, weekly, and monthly rate tiers.
Marina - Rate PlansHow to create and manage rate plans in the Marina module, including long-term, seasonal, and transient rate structures.
Marina - AttachmentsHow to add and manage file attachments on Marina reservations and customer records in Sharper.
Marina - Convert Waitlist to a ReservationHow to convert a waitlisted customer to an active reservation when a slip becomes available.
Marina - Generating InvoicesHow to generate invoices for Marina reservations individually or in bulk, including the full Generate Invoices panel reference, Preview feature, invoice timing and offset days, and troubleshooting when invoices are…
Marina - Price AdjustmentsMarina-specific setup for price adjustments — navigation, Per Unit adjustments, product assignment, and Price Adjustment Groups.
Marina - Space Assignments and Vessel MovesHow to manage vessel space assignments — permanent moves, temporary moves, temporary departures, and availability impact.
Marina - Module OverviewOverview of the Marina module — booking periods, navigation sections, key concepts (Booking Types, Products, Spaces, Vessels), and typical setup order.
Marina - Online Booking PortalHow to configure the Sharper online booking portal for Marina — prerequisites, enabling online booking, vessel dimension search fields, guest experience, and troubleshooting.
Marina - Settings ReferenceReference guide to all Marina Settings tiles by category, with setup steps for Departure/Referral Reasons and setup sequence.
Marina - Managing ReservationsHow to find, edit, update the status of, cancel, and manage waitlist reservations in the Marina module.

Campground

Campground Module

Campground - Product SetupHow to create and configure products in the Campground module, including rates, booking setup, and online availability options.
Campground - VehiclesLearn how to create and manage vehicle records in the Campground module, including fields, attachments, and required information.
Campground - Long-Term ReservationsHow to create and manage long-term Campground reservations, including billing frequency, rate plan assignment, and lease-style settings.
Campground - Seasonal ReservationsHow to create and manage seasonal Campground reservations, including setup, billing, and check-in/check-out workflows.
Campground - Transient ReservationsHow to create and manage transient (short-stay) Campground reservations, including payment collection and check-in/check-out.
Campground - Accounting Reservation SettingsField reference for reservation-level accounting settings in the Campground module, including invoice generation, frequency, and pro-rating options.
Campground - Incidental ChargesHow to add incidental (extra) charges to a Campground reservation beyond the base site rate.
Campground - SpacesHow to create and configure Campground spaces (sites), including dimensions, amenities, map position, and availability settings.
Campground - Booking Type SetupHow to create and configure booking types in the Campground module, controlling reservation workflows, online availability, and search options.
Campground - Meter ReadingsLearn how to add meter readings in bulk using Sharper's Meter Read Batch feature.
Campground - Power Meter TypesHow to configure power meter types in the Campground module, defining the utility service categories used for meter billing.
Campground - Power MetersHow to set up and assign power meters to Campground spaces for utility tracking and meter-read billing.
Campground - Pro-Rating Annual ReservationsHow Sharper calculates pro-rated charges for annual Campground reservations that start or end mid-period.
Campground - Pro-Rating Monthly ReservationsHow Sharper calculates pro-rated charges for monthly Campground reservations that start or end mid-month.
Campground - Space BlackoutsHow to block out specific Campground spaces for a date range, preventing them from being booked online or in the back office.
Campground - Space CollectionsHow to use Space Collections in Campground to group related spaces for availability display and assignment.
Campground - Space GroupsHow to set up Space Groups in the Campground module to pool sites of the same type for availability and automatic assignment.
Campground - Updating SpacesHow to edit existing Campground spaces, including rate updates, dimension changes, and availability adjustments.
Campground - Cancellation and Deposit PoliciesCampground-specific notes on deposit requirements, cancellation terms, and policy setup for Campground products in Sharper MMS.
Campground - Generating InvoicesHow to manually generate invoices for Campground reservations — from a single reservation or in bulk from CRM — including the full Generate Invoices panel reference, Preview feature, and how…
Campground - Price AdjustmentsCampground-specific notes on setting up and assigning price adjustments (automatic fees) to Campground reservations and products.
Campground - Online Booking PortalCampground-specific configuration for the Sharper online booking portal, including dimension search fields and prerequisites for enabling online booking.
Campground - Maps SetupHow to create a campground map, position spaces on the layout, assign the map to a booking type, and set a default map for the back office.
Campground - Module OverviewOverview of the Campground module in Sharper — navigation, reservation types, key concepts, and setup sequence.
Campground - Rate PlansHow to create Campground rate plans — dimension-based rows, seasonal pricing, assigning to products.
Campground - ReservationsOverview of Campground Reservations list — create, filter, manage, status changes, waitlist, invoices.
Campground - Settings ReferenceReference to all Campground Settings tiles with setup instructions for Custom Statuses, Departure/Referral Reasons, Product Categories.

Point of Sale

POS Module

POS - How to Split a CheckHow to split a POS ticket between multiple payment methods or between multiple customers at the terminal.
POS - Applying DiscountsInstructions for applying discounts to specific items or the entire order in the POS.
POS - RefundsHow to process a refund in Sharper POS — full and partial refunds, cash vs. card refunds, and refund receipt printing.
POS - RegistersHow to set up and manage POS registers in Sharper, including adding users, assigning a register type, and configuring printers.
POS - Print LogsHow to view and use the POS print log to review print history and reprint receipts or kitchen tickets.
POS - Product CategoriesHow to create and manage product categories in Sharper POS to organize products on the terminal grid.
POS - Modifier PrefixesHow to set up modifier prefixes and suffixes in Sharper POS to add instructional text before or after a product name on tickets.
POS - Table MapsHow to create a table map in Sharper POS by uploading a floor plan image and placing table icons for server section management.
POS - ProductsHow to create and configure products in Sharper POS, including pricing, categories, modifiers, and receipt settings.
POS - Product GridsHow to set up and customize product grids in Sharper POS — the layout of product buttons displayed on the terminal.
POS - Modifier GroupHow to create and configure modifier groups in Sharper POS to offer selectable add-on options when a product is ordered.
POS - SettingsOverview of POS Settings in Sharper — configuration tiles for products, modifiers, registers, table maps, and other POS-specific setup.
POS - Register TypesHow to create and configure register types in Sharper POS, defining the behavior and features available on each register.
POS - Prep StationsHow to configure prep stations (kitchen printers) in Sharper POS so orders are routed to the correct prep area.
POS - TransactionsHow to view and manage POS transaction history in Sharper, including searching, filtering, and reviewing order details.
POS - InventoryThe Inventory feature provides a simple way to track product quantities, maintain accurate stock counts, and automatically update inventory levels when inventory items are sold through Sharper POS.
POS - Delete a RegisterHow to delete a POS register in Sharper when it is no longer in use.
Go Mobile: Sharper Mobile POS + PAX A920 ProTaking the Ship’s Store to the Dock
POS - Tips: Methods, Reporting, and Common MistakesHow tips work in Sharper POS — tip entry methods, tip reporting, and how to avoid and correct common tip mistakes.
POS - End of Day Checklist: Closing the RegisterThis guide documents the correct order of operations for POS register end-of-day closing.
Point of Sale - Z-Out ReportHow to run the Z-Out report in Sharper POS to reconcile your cash drawer at the end of a shift or business day.
POS - Invoices and House AccountsHow to charge a house account, pay existing invoices, and post charges to a booking reservation from the POS terminal.
POS - Terminal: Advanced FeaturesHow to use authorization holds for fuel dock transactions, close out a server shift without closing the register, and print product barcodes from the POS terminal.
How to Set Up a PAX Payment Device (for POS Register Use)Set up your PAX Device to Accept Card Payments with Sharper POS
How to Set Up a PAX A920 Pro (On-Device POS Use)Run the SharperMMS POS directly on the PAX A920 Pro device.
POS - Module OverviewOverview of the Point of Sale module covering key concepts, navigation, setup sequence, and daily workflow.

Settings

Company and System Settings

System Settings - Email AddressesHow to configure and update the email accounts Sharper uses to send and receive messages, including outgoing mail server settings.
System Settings - SeasonsHow to create and manage seasons in System Settings — named date ranges used by seasonal products and rate plans.
System Settings - RolesHow to create and manage roles in System Settings to control which modules and actions each staff user can access.
System Settings - TemplatesHow to create, edit, and manage email and print templates in Sharper System Settings.
System Settings - UsersHow to add, edit, deactivate, and delete staff user accounts in Sharper System Settings.
System Settings - Password SettingsHow to configure company-wide password requirements in System Settings, including minimum length, complexity rules, and expiration.
System Settings - Personalization SettingsHow to adjust UI display settings in Sharper, including brightness and contrast options for the back-office interface.
System Settings - Attachment TypesHow to configure attachment types in System Settings, defining the file categories available when adding attachments to reservations, customers, and other records.
System Settings - Product FiltersHow to create and manage Product Filters in System Settings — customer-facing search filters displayed on the online booking portal.
System Settings - MetasHow to create and manage custom data type definitions (Metas) in System Settings, used as the basis for Product Filters on the online booking portal.
System Settings - Collect Documents using E-Sign ContractsHow to use the E-Sign Contracts feature in Sharper to collect electronic signatures on contracts from customers.
System Settings - Bounced Check/ACH Payment ConfigurationHow to configure the GL accounts used when a check or ACH payment is bounced in Sharper.
System Settings - Templates - Updating Template Images and LogosTo update template images navigate to System Settings -> Templates -> Insert Image