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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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).
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.
Exporting Your Account Information
Explains how to export your account information stored in ReceiptRoller, what data is included, and the file formats.
MFA Code Not Arriving
Explains what to check when your multi-factor authentication code doesn't arrive or isn't accepted, authenticator app time sync, and how to use recovery codes.
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.
How to Log In
Explains how to log in to ReceiptRoller, staying signed in, logging in from multiple devices, and how to log out.
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.
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.