Managing Business Account Information
Explains how to edit business account information such as the business account name, address, representative, and qualified invoice issuer registration number, and things to note when making changes.
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.
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.
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).
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.
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.
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.
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.
Exporting Your Account Information
Explains how to export your account information stored in ReceiptRoller, what data is included, and the file formats.
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.
How Account Registration Works
Walks through the steps for registering a new ReceiptRoller account, covering both email registration and social login.
Suspending Your Account
Explains how to temporarily suspend your ReceiptRoller account, what happens while suspended, how to reactivate, and how this differs from deletion.
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.
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.
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.
Language and Time Zone Settings
Explains how to change your display language and time zone in ReceiptRoller, the supported languages, the language of email notifications, and how this relates to business-account-level settings.
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).
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.
Email Address Verification
Explains the verification email sent when you register or change your email address, how long the link is valid, what to do if it doesn't arrive, and re-verification when you change your address.
Password Requirements
Explains the minimum requirements for a ReceiptRoller password, the recommended strength, examples to avoid, and using a password manager.