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.
Change Your Password
Explains how a logged-in user changes their password, what happens afterward (how existing sessions are handled), and when a periodic change is worthwhile.
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.
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.
Can't Change Your Password
Helps you resolve errors when changing your password, covering typical cases such as failing the requirements, a wrong current password, and reusing a past password.
Changing Your Name or Email Address
Explains how to change your display name and registered email address, what happens afterward, and things to note when you also use social login.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.