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.
Managing Credit Cards
Explains how to add, remove, and change the default of your registered credit cards, automatic renewal on expiry, and how using multiple cards works.
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).
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.
Changing Your Payment Information
Explains how to change payment information such as the billing address, invoice recipient email, and bill-to name, and when each change takes effect.
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.
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.
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.
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.
Editing Your Profile Information
Explains the fields you can edit on your ReceiptRoller profile (display name, bio, URL, contact details) and how visible each one is.
Social Login (Google / Apple / LINE)
Explains how to register with the social logins available in ReceiptRoller (Google / Apple / LINE), how to link multiple accounts, and how to unlink them.
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).
How Account Registration Works
Walks through the steps for registering a new ReceiptRoller account, covering both email registration and social login.
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.
Issuing a Receipt
Explains how to issue a receipt for your ReceiptRoller subscription fees, customizing the recipient and description, and how reissuing and corrections work.
Leaving a Business Account
Explains how to remove your own membership from a business account you belong to, things to note if you're the last SuperUser, and how your data is handled after leaving.
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.
Registration email not arriving
Explains the steps to check and common causes when a confirmation email, password reset email, invitation email, or other message from ReceiptRoller does not arrive.
Notification Settings (Email and Push)
Explains how to turn ReceiptRoller email and push notifications on or off by category, choose the delivery frequency, and what to check when notifications don't arrive.