CRM
Customer Relationship Management (CRM) Module
30 articles
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.