What Is a Business Account?
Explains what a ReceiptRoller "business account" is, how it differs from a personal account, the cases where you need one, and the scope of the Owner's responsibilities.
Some items are missing from Quick Access
Explains why store, product, SNS, and other items may not appear in the business account dashboard's Quick Access, which items each role sees, how this relates to your plan, and how to make them appear.
Delete your account (account closure)
Explains how to delete your ReceiptRoller user account and what data is removed. Business account owners must close the business account first.
Managing Member Role Permissions
Explains the permission scope of ReceiptRoller's nine roles (SuperUser / StoreManager / POSManager / CampaignManager / SNSManager / ProductManager / WarehouseManager / FinanceManager / StoreStaff) and common operating patterns.
Billing Information Isn't Showing
Explains what to check when the "Billing" menu doesn't appear, your billing history is empty, or you can't download an invoice.
Setting Up Multi-Factor Authentication (MFA)
Explains how to enable multi-factor authentication (MFA) in ReceiptRoller, the supported apps, storing your recovery codes, and what to do if you lose your MFA device.
Setup After Your First Login
Walks through the settings worth completing when you first log in to ReceiptRoller (display name, language, notifications, MFA, and choosing how you'll use it).
Deleting Your Account
Explains how to permanently delete your ReceiptRoller account, the checklist to complete first, what happens after deletion, and cases where recovery isn't possible.
Inviting and Adding Members
Explains how to invite members to a business account, how invitation emails work, assigning roles, and how to cancel an invitation.
Account Help (Registration, Profile, Billing Management)
The common account help for ReceiptRoller. Covers settings shared by all users: account registration, login, changing your password, editing your profile, business account management, plans and payment methods, billing history, troubleshooting, and more.