Upgrading or Downgrading Your Plan
Explains how to upgrade or downgrade your plan, the daily proration of charges, the restrictions when downgrading, and things to note.
Plan Types (Free / Starter / Growth / Enterprise)
Explains ReceiptRoller's four plans (Free / Starter / Growth / Enterprise): who each is for, store limits, available roles, and a comparison of the main features.
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.
Creating a Business Account
Explains how to create a new business account, the fields you fill in, and the initial setup to do right away (choosing a plan, registering a payment method, inviting members).
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.
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.
How Account Registration Works
Walks through the steps for registering a new ReceiptRoller account, covering both email registration and social login.
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).
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.
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.
Registering a Payment Method
Explains how to register the payment methods available in ReceiptRoller (credit card / bank transfer / direct debit), the information required, and which plans support each.
Switching Between Multiple Business Accounts
Explains how to switch when you belong to multiple business accounts, setting a default business account, and which settings are independent per business account.
Protecting Against Unauthorized Login
Explains concrete measures to protect your ReceiptRoller account from unauthorized login, how to spot phishing scams, and what to do if you're compromised.
Checking Your Billing History
Explains how to read your ReceiptRoller billing history, filtering, checking past invoices, and the retention period.
Suspending Your Account
Explains how to temporarily suspend your ReceiptRoller account, what happens while suspended, how to reactivate, and how this differs from deletion.
Downloading Invoices (Qualified Invoice Compatible)
Explains how to download ReceiptRoller invoice PDFs (compatible with Japan's qualified invoice system), what they contain, and how to handle cases where an invoice can't be reissued.
Contacting support
Explains ReceiptRoller's account-related support channels, the checklist to review before contacting us, and what information to include so your issue is resolved efficiently.
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.
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.