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.
Connect a Shopify store
Explains how to connect a Shopify store to ReceiptRoller and sync products, orders, inventory, and customer information.
Password Requirements
Explains the minimum requirements for a ReceiptRoller password, the recommended strength, examples to avoid, and using a password manager.
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.
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.
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.
Setting Up Multi-Factor Authentication (MFA)
Explains how to enable multi-factor authentication (MFA) in ReceiptRoller, the supported apps, storing your recovery codes, and what to do if you lose your MFA device.
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.
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.
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).
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).
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.
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.
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.
How Account Registration Works
Walks through the steps for registering a new ReceiptRoller account, covering both email registration and social login.
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.
If You Forgot Your Password
Explains the reset steps when you've forgotten your password, how long the reset email is valid, what to do if it doesn't arrive, and things to note when you also use social login.
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.
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.