CRM
Customer Relationship Management (CRM) Module
26 articles
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.