Purchase History by Customer (POS Integration)
Learn how to review each customer's receipt-level purchase history from the CRM customer detail screen. Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
Two-Way Member Information Sync with Smaregi/Square
Learn how ReceiptRoller's member information syncs bidirectionally with connected POS systems like Smaregi and Square. Covers which fields sync, sync timing, conflict priority rules, new customer matching, supported POS systems, and troubleshooting.
Editing Store Information
Explains how to edit and update registered store information, such as the store name, address, and phone number.
Coupon Effectiveness Analysis
Review usage results and cost-effectiveness for coupons you've distributed. Use metrics like usage count, total discount amount, and conversion rate to improve future promotions.
Developer API Overview
Learn about the Receipt Roller developer API and the steps to get started. Available on Starter plan and above.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
Webhooks and Event Notifications
Learn how to register webhooks and which events ReceiptRoller sends notifications for.
Google Business Profile Insights
View Google Business Profile insights (search views, profile views, calls, direction requests, website clicks) directly in ReceiptRoller. Understand your store's customer-acquisition impact in numbers.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Connecting X (formerly Twitter)
Explains how to connect X (formerly Twitter) to ReceiptRoller via OAuth 2.0 (PKCE), the permissions required for posting and DMs, and token validity.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Smaregi Product Data and Receipt Roller Product Data Mapping
Explains how Smaregi's product master is converted into Receipt Roller's product master (ProductDto), field by field. Covers the correspondence for product code, product name, category, price, and cost, along with quirks specific to Smaregi.
SNS Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
About the Former "Admin" Role
The former "Admin" role has been merged into "Owner." If you want to divide responsibilities among staff, use specialized manager roles such as Store Manager instead.
Review Management and AI Reply Drafting
Manage and reply to reviews posted on your Google Business Profile from ReceiptRoller. AI generates reply drafts tuned to the star rating, helping improve reply rates and brand perception.
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
Creative Upload and Approval Flow
The workflow from creative upload to approval. Manages status transitions from Draft to Pending to Approved/Rejected, and tracks change history through the approval log.
Retail Media Revenue Report
Explains how to view the report that tracks ad delivery performance and earned revenue for your store's retail media (in-store advertising) ad space. Introduces how to check impressions, clicks, CTR, and revenue.