Various approaches exist for sending statements or emails to customers within Sharper. It's crucial to understand that sending statements prompts customers to log in to the Customer Portal, while sending an invoice directs them to a secure page for making payments without logging in. This guide details all available options and their implications.
Invoice Generation in Bulk
The first opportunity to send invoices or statements are sending them as they are initially generated.
NOTE: This is not instructions on how to generate manual invoices. Please refer to: , for manual invoicing.Manual Invoices
To generate invoices in CRM → Invoices → Generate Invoices, there are 2 toggles to choose from: Email Invoices and Email Statements.
Select either one to send or you can select both and Sharper will send them all invoices and a statement.
For related invoice automation settings refer to: Managing and Troubleshooting Invoices: Creation, Duplication, and Automation Failures - Sharper University - Sharper Support Center
Email Documents (Invoices / Statements)
If you chose not to send them out as they were generated, don’t worry! You can still mass send your Invoices and Statements out of Sharper.
Select CRM on the navigation pane.
Using the ribbon at the top click Customers.
At the top right-hand corner click Email Documents.
You will be greeted with a pop-in with some options.
Below is a Table showing each field and what its purpose is. It is highly recommended to follow the above and below steps and recognize each field using the table.
Field | Function |
Field | Function |
Customers | Allows user to select Customer(s) to send statements and/or invoices to. Leave blank to send to everyone. |
Customer List Report | Using a customer list report built out of Reports → CRM, a user can send to a specific group of customers. |
Email Statements Toggle | Enables Statements to send if turned On. |
Email Invoices Toggle | Enables Invoices to send if turned On. Turning this On will give the user more options to choose on the same screen. |
Resend Sent Invoices | Resend already sent invoices to push them to the top of your customers' inbox. |
Invoices | Send specific invoices to specific customers using this field. |
Booking Type | Allows user the option to send specific invoices depending on where they were generated. I.e. boat rentals, wet slip, and more. Multiple options can be selected here. Leaving blank will send every booking type. |
Email Through | Will send invoices through the date entered here. You can narrow this down by selecting if you want to send through the Due Date or the Invoice Date of the invoice. |
Send | Sends the documents using the selections made above. |
Select your Customer or Customer List Report or leave blank to send to all customers.
If you are emailing just statements select the Email Statements Toggle and click Send. That’s it, you’re done!
If you are emailing invoices turn the Email Invoices Toggle on.
If you are just resending already sent invoices turn the Resend Sent Invoices Toggle.
If sending to a specific customer you can specify the exact invoices that gets sent in the Invoices field.
Designate the Booking Type of the invoices that are allowed to get sent out or leave blank to send all booking type invoices.
Select the Email Through date and specify if you want this date to be through the Due Date of the invoices, or the Invoice Date of the invoices.
Click Send.
You can send both invoices and statements at the same time!
Various Areas Throughout Sharper
There are multiple ways to send out invoices or statements from Sharper.
Invoices in the CRM Module
Option 1 - Sending a single invoice
While in CRM->Invoices, Search for the invoice using the customer’s name or invoice number.
To the right of the invoice, click the
three dots.
Select Email Invoice.
Option 2 - Filtering and sending multiple invoices
While in CRM->Invoices, Filter by clicking the filter icon directly beside the Search field.
Filter the invoices you want to see by choosing options among Invoice Type, Booking Type, Customer, Status, Date, Sent Status, or if it has a Virtual Product inside the invoice.
To the left of these invoices, click the Checkboxes. Or you can select the Checkbox showing at the top left-hand corner. This is the ‘Select All’ Checkbox and will select all invoices showing on this screen only.
Select Email Invoice(s) among the options at the top.
Invoices in the Reservation
This will be available for all reservations types in Sharper. The example below will be for reservations in the Marina module but same process will apply in the Booking and Campground modules.
Click the Marina module on the left-hand side.
Select Reservations using the ribbon at the top.
Search for the reservation and select the reservation to view the reservation’s summary screen.
Towards the top right-hand corner select Transactions then select Invoices.
To the right of the invoice you wish to send, select the
three dots and click Send Invoice.
This area of Sharper will only show invoices that were generated from the reservation currently being viewed.
Statements in the CRM Module
Option 1- Sending a single statement
While in CRM->Customers, Search for the customer’s name using their name or email address.
To the right of the Customer, click the
three dots.
Select Email Statement.
Option 2- Filtering and sending multiple statements
While in CRM->Customers, Filter by clicking the filter icon directly beside the Search field.
Filter the Customers by Customer Status and Has Default Payment Method,
To the left of these customers, click the Checkboxes. Or you can select the Checkbox showing at the top left-hand corner. This is the ‘Select All’ Checkbox and will select all invoices showing on this screen only.
Select Email Statement(s) among the options at the top.
It may be more efficient to send multiple statements or invoices using the ‘After Invoice Generation in Bulk’ steps further above this guide, but these options are still available to you.
Any automatic sending of invoices or statements will need to be setup by a Sharper employee. Please put in a ticket if you wish to take advantage of this option.