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.
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.
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.
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.
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.
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.
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.
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.
Setting Your Profile Image
Explains how to upload a profile image, the supported formats and recommended size, and how to remove it.
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.
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).
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.
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.