Skip to main content

Documentation

Module specific articles

205 articles

Accounting

Accounting Module

Accounting - Discounts
Accounting - General Ledger
Accounting - Tax Setup
Accounting - Chart of Accounts
Accounting - Settings
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 Reporting
Accounting - AutoPay Benefits - Marina, Campgrounds, Bookings
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 how to use date exclusions.
Accounting - QuickBooks Integration

CRM

Customer Relationship Management (CRM) Module

CRM - DashboardOverview of CRM module sections and how customer records, invoices, and payments are shared across all Sharper modules.
CRM - Creating Customer AccountHow to create a new customer account in Sharper CRM. All customer records are shared across Marina, Campground, Bookings, and POS.
CRM - Saving Credit Cards & ACH Payment MethodsHow staff and customers can save credit card or ACH payment methods to a CRM profile for autopay, payments, and online billing.
Sending Customer Marketing Emails
CRM - CustomersComplete guide to creating and managing customer profiles in Sharper CRM — the foundation for all reservations, invoices, and billing.
CRM - Transactions
CRM - PaymentsHow to view, filter, and manage customer payment records in CRM, including settled vs. unsettled payments, available actions, and running the AutoPay batch.
CRM - Credit MemosHow to create and apply credit memos in Sharper CRM — for refund credits, invoice offsets, and reversing charges in closed accounting periods.
CRM - RefundsHow refunds work in Sharper — issuing check refunds through the Credit Memos workflow and viewing refund records in CRM.
CRM - Email Documents
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 statements to customers from Sharper — bulk generation, Email Documents tool, and per-invoice sending options.
CRM - Voiding an InvoiceHow to void an invoice in Sharper CRM — including how to handle invoices in a closed accounting period using a credit memo.
CRM - Address Verification System
CRM - AutoPayHow to run the AutoPay batch in Sharper to charge saved payment methods for customers with qualifying open invoices.
CRM - Auto-Settle PaymentsHow to enable Auto-Settle so Sharper automatically applies unsettled payments and credits to open invoices without manual allocation.
CRM - Invoice ManagementQuick reference for invoice actions in CRM — how to edit, pay, print, email, void, or delete an invoice using the three-dot menu.
CRM - Manual InvoicesHow to create a manual invoice in Sharper CRM — for charges outside of the standard reservation billing cycle.
CRM - Refunding Cash Payments
CRM - Refunding Credit Cards and ACH Payments
CRM - Sending Customer Portal Instructions
CRM - Setting up AutoPay
CRM - Bounced Check/ACH PaymentsHow to process a bounced check or returned ACH payment in Sharper CRM — open and closed accounting period workflows and configuration.
CRM - Invoice Preview
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.

Marina

Marina Module

Marina - Policies
Marina - Long-Term Reservations
Marina - Seasonal Reservations
Marina - Transient Reservations
Marina - Accounting Reservation Settings
Marina - Pro Rating Monthly Reservations
Marina - Pro Rating Annual Reservations
Marina - Incidental Charges
Marina - Product Setup
Marina - Meter Readings
Marina - Power Meters
Marina - Power Meter Types
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 Spaces
Marina - Space Blackouts
Marina - Space Groups
Marina - Space Collections
Marina - Booking Type Setup
Marina - Reservation Dashboard
POS - Attach Contracts to Products
Reservation Management
Marina - Custom Status
Marina - WaitlistHow to create a Waitlist reservation in Marina when no space is available, and how to view existing waitlist reservations.
Marina - Dynamic Pricing
Marina - Promo Codes
Marina - Reservation Maps
Marina - Sending E-Sign Contracts
Marina - Slip Rentals and Payment Options
Marina - Spaces / Slips
Marina - Troubleshooting and Managing Reservation Extensions
Marina - Updating Rates - Long TermHow to update long-term product rates in the Marina module using the product's pricing settings.
Marina - Updating Rates - SeasonalHow to update seasonal product rates in the Marina module, including creating new seasons in System Settings.
Marina - Updating Rates - TransientsHow to update transient product rates in the Marina module using Bulk Edit Period or Custom Price Periods.
Marina - Rate Plans for Transients
Marina - Rate PlansHub for Marina rate plan configuration — links to Long Term, Seasonal, and Transient rate setup guides.
Marina - Attachments
Marina - Convert Waitlist to a Reservation
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 Moves
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 Reference
Marina - Managing ReservationsHow to find, edit, update the status of, cancel, and manage waitlist reservations in the Marina module.

Campground

Campground Module

Campground - Product Setup
Campground - VehiclesLearn how to create and manage vehicle records in the Campground module, including fields, attachments, and required information.
Campground - Long-Term Reservations
Campground - Seasonal Reservations
Campground - Transient Reservations
Campground - Accounting Reservation Settings
Campground - Incidental Charges
Campground - Spaces
Campground - Booking Type Setup
Campground - Meter ReadingsLearn how to add meter readings in bulk using Sharper's Meter Read Batch feature.
Campground - Power Meter Types
Campground - Power Meters
Campground - Pro-Rating Annual Reservations
Campground - Pro-Rating Monthly Reservations
Campground - Space Blackouts
Campground - Space Collections
Campground - Space Groups
Campground - Updating Spaces
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 Plans
Campground - Reservations
Campground - Settings Reference

Point of Sale

POS Module

POS - How to Split a Check
POS - Applying DiscountsInstructions for applying discounts to specific items or the entire order in the POS.
POS - Refunds
POS - Registers
POS - Print Logs
POS - Product Categories
POS - Modifier Prefixes
POS - Table Maps
POS - Products
POS - Product Grids
POS - Modifier Group
POS - Settings
POS - Register Types
POS - Prep Stations
POS - Transactions
POS - InventoryThe Inventory feature allows marinas to track product quantities, adjust stock levels, and automatically update inventory when items are sold through the POS.
POS - Delete a Register
Go Mobile: Sharper Mobile POS + PAX A920 ProTaking the Ship’s Store to the Dock
POS - Tips: Methods, Reporting, and Common Mistakes
POS - End of Day Checklist: Closing the RegisterThis guide documents the correct order of operations for POS register end-of-day closing.
POS - 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 Overview